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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

240 hedge funds and large institutions have $2.83B invested in iShares Russell Top 200 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 12 closing their positions.

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.21%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
33
Increased
82
Reduced
70
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$309M
2
Ameriprise
2
Ameriprise
Minnesota
$81.4M
3
PCP
3
Proficio Capital Partners
Massachusetts
$12.6M
4
GM
4
GeoWealth Management
Illinois
$11.8M
5
EF
5
Empowered Funds
Pennsylvania
$11.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$277M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$412M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$464M
5
US Bancorp
5
US Bancorp
Minnesota
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
SFPG
26
Stonebridge Financial Planning Group
Florida
$13.6M 80,800 +908 +1%
SWA
27
SOA Wealth Advisors
New York
$13.1M 85,591 +1,821 +2%
Goldman Sachs
28
Goldman Sachs
New York
$13M 85,082 +70,841 +497%
PCP
29
Proficio Capital Partners
Massachusetts
$12.6M 82,478 +82,478 New
GM
30
GeoWealth Management
Illinois
$11.8M 77,108 +77,108 New
EF
31
Empowered Funds
Pennsylvania
$11.4M 74,956 +74,956 New
CAN
32
Cetera Advisor Networks
California
$10.7M 70,269 +24,504 +54%
GWMIA
33
Global Wealth Management Investment Advisory
Florida
$9.99M 65,407 -6,700 -9%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$8.73M 57,146 +9,116 +19%
SCA
35
Stokes Capital Advisors
South Carolina
$8.18M 53,551 +633 +1%
RJA
36
Raymond James & Associates
Florida
$6.98M 45,706 +5,312 +13%
ASN
37
Advisory Services Network
Georgia
$6.85M 44,867 -2,122 -5%
PAG
38
Private Advisor Group
New Jersey
$6.33M 41,439 +12,563 +44%
FIG
39
FundX Investment Group
California
$5.64M 36,965 +2,607 +8%
KAS
40
Kestra Advisory Services
Texas
$5.09M 33,357 +16,644 +100%
AWA
41
Arkadios Wealth Advisors
Georgia
$4.79M 31,385 +74 +0.2%
FTUS
42
Flow Traders U.S.
New York
$4.58M 29,992 +29,992 New
HIA
43
Harbor Investment Advisory
Maryland
$4.56M 29,892 -5,627 -16%
EH
44
Equitable Holdings
New York
$4.48M 29,322 +8,619 +42%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$4.42M 28,916 +559 +2%
BCM
46
Brookstone Capital Management
Illinois
$4.41M 28,516 +9,250 +48%
US Bancorp
47
US Bancorp
Minnesota
$4.36M 28,578 -60,959 -68%
LWP
48
Legacy Wealth Planning
Nevada
$4.3M 28,192 +169 +0.6%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$4.3M 28,162 -433 -2%
FF
50
Fluent Financial
Texas
$4.15M 27,188 -903 -3%
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