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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.27%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$243M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$150M
4
TF
4
TIAA FSB
Florida
$848M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
NA
2
NewEdge Advisors
Louisiana
$13M
3
SEM
3
Strategic Equity Management
Arizona
$1.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Mariner
26
Mariner
Kansas
$25.9M 186,154 +175,115 +1,586%
BMCM
27
Bryn Mawr Capital Management
Pennsylvania
$24.8M 178,702 +22,713 +15%
MOS
28
MGO One Seven
Ohio
$23.2M 166,980 +10,794 +7%
HighTower Advisors
29
HighTower Advisors
Illinois
$20.6M 147,918 +8,267 +6%
M&T Bank
30
M&T Bank
New York
$15.4M 111,200 -6,894 -6%
SW
31
Simplicity Wealth
New Jersey
$15.1M 108,571 +21,390 +25%
HGWM
32
Horst & Graben Wealth Management
Oregon
$14.4M 103,993 -4,901 -5%
WAP
33
Wealthcare Advisory Partners
Pennsylvania
$14.2M 102,145 +1,030 +1%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$13.9M 100,339 +63,163 +170%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$13.7M 98,472 +61,481 +166%
CWAG
36
Compton Wealth Advisory Group
Virginia
$13.2M 95,125 +43,056 +83%
NA
37
NewEdge Advisors
Louisiana
$13M 93,734 -60,588 -39%
ACA
38
Aspire Capital Advisors
Washington
$12.7M 91,746 +18,215 +25%
AWMNH
39
Arcadia Wealth Management (New Hampshire)
New Hampshire
$12.7M 91,564 +3,294 +4%
VA
40
Valmark Advisers
Ohio
$12.7M 91,435 +2,219 +2%
AAS
41
Avantax Advisory Services
Texas
$11.9M 85,694 +58,000 +209%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$11.8M 85,102 +4,672 +6%
SFPG
43
Stonebridge Financial Planning Group
Florida
$10.6M 76,084 -6,152 -7%
ML
44
McAdam LLC
Pennsylvania
$9.7M 69,790 +64,592 +1,243%
KPWS
45
Kestra Private Wealth Services
Texas
$9.4M 67,642 +26,859 +66%
CAN
46
Cetera Advisor Networks
California
$9.29M 66,844 +34,945 +110%
Thrivent Financial for Lutherans
47
Thrivent Financial for Lutherans
Minnesota
$9.09M 66,356 +10,241 +18%
DC
48
Davenport & Co
Virginia
$9.01M 64,819 +6,789 +12%
FCM
49
Family Capital Management
Michigan
$8.52M 61,318 +32,176 +110%
FPCG
50
Forum Private Client Group
Indiana
$8.4M 60,470 +9,883 +20%
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