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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

189 hedge funds and large institutions have $2.06B invested in iShares Russell Top 200 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 15 closing their positions.

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
3.82%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
40
Increased
62
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$187M
3
FIG
3
FundX Investment Group
California
$27M
4
LPL Financial
4
LPL Financial
California
$53.1M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$49.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$167M
2
SS
2
Simplicity Solutions
Minnesota
$166M
3
TC
3
Trilogy Capital
California
$0
4
Osaic Holdings
4
Osaic Holdings
Arizona
$32.7M
5
FFC
5
Fure Financial Corporation
Minnesota
$0
Name Market Value Shares Shares
Change 		Shares
Change %
CFG
26
CMC Financial Group
Georgia
$16.7M 137,302 +1,432 +1%
CA
27
Crumly & Associates
Illinois
$13.7M 112,726 -21,070 -16%
GWMIA
28
Global Wealth Management Investment Advisory
Florida
$11.2M 92,039 -6,053 -6%
Northwestern Mutual Wealth Management
29
Northwestern Mutual Wealth Management
Wisconsin
$9.98M 82,252 +6,178 +8%
Cambridge Investment Research Advisors
30
Cambridge Investment Research Advisors
Iowa
$9.72M 80,089 +9,264 +13%
WSFS
31
Wilmington Savings Fund Society
Delaware
$9.57M 78,857 +7,684 +11%
SFPG
32
Stonebridge Financial Planning Group
Florida
$9.38M 74,843 +7,305 +11%
RJA
33
Raymond James & Associates
Florida
$7.71M 63,485 -2,334 -4%
EF
34
Empowered Funds
Pennsylvania
$7.4M 60,926 +24,982 +70%
FEM
35
Fulcrum Equity Management
Texas
$6.53M 53,778 +53,778 New
SCA
36
Stokes Capital Advisors
South Carolina
$6M 49,469 -2,138 -4%
ASN
37
Advisory Services Network
Georgia
$5.9M 48,622 +3,787 +8%
HIA
38
Harbor Investment Advisory
Maryland
$4.52M 37,225 – –
Citadel Advisors
39
Citadel Advisors
Florida
$4.09M 33,686 +33,686 New
FPGK
40
Financial Partners Group (Kansas)
Kansas
$3.93M 32,367 +199 +0.6%
FAAS
41
First Allied Advisory Services
California
$3.9M 32,153 -4,485 -12%
PS
42
Portfolio Strategies
New York
$3.6M 29,910 +18,369 +159%
LWP
43
Legacy Wealth Planning
Nevada
$3.27M 26,898 -1,248 -4%
IA
44
IFP Advisors
Florida
$3.08M 25,433 +24 +0.1%
Baird Financial Group
45
Baird Financial Group
Wisconsin
$2.75M 22,670 +3,972 +21%
SPC
46
Sigma Planning Corp
Michigan
$2.75M 22,613 -1,205 -5%
PAG
47
Private Advisor Group
New Jersey
$2.73M 22,485 +5,304 +31%
AI
48
Atria Investments
North Carolina
$2.65M 21,833 +10,403 +91%
HNB
49
Huntington National Bank
Ohio
– – – –
SWP
50
Stratos Wealth Partners
Ohio
$2.64M 21,728 +492 +2%
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