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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

380 hedge funds and large institutions have $5.37B invested in iShares Russell Top 200 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 116 reducing their positions, and 28 closing their positions.

Holders
380
Holders Change
+15
Holders Change %
+4.11%
% of All Funds
6.06%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.53%
New
46
Increased
132
Reduced
116
Closed
28
Calls
$277K
Puts
$185K
Net Calls
+$92K
Net Calls Change
-$510K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$927M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$719M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$236M
4
Ameriprise
4
Ameriprise
Minnesota
$207M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$38.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$59.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$81M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$4.73M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$686M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.45M
Name Market Value Shares Shares
Change 		Shares
Change %
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$35M 227,570 -1,952 -0.9%
Wells Fargo
27
Wells Fargo
California
$34.9M 226,626 +6,273 +3%
WBG
28
Wharton Business Group
Pennsylvania
$34.7M 225,894 +300 +0.1%
Mariner
29
Mariner
Kansas
$34.5M 223,958 +4,458 +2%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$33.7M 218,839 +5,443 +3%
HFS
31
Hantz Financial Services
Michigan
$26.2M 170,510 +66,076 +63%
MOS
32
MGO One Seven
Ohio
$24.2M 157,515 +64,675 +70%
CWAG
33
Compton Wealth Advisory Group
Virginia
$20.8M 135,178 +41,177 +44%
AAS
34
Avantax Advisory Services
Texas
$20.8M 135,071 +20,212 +18%
PP
35
Pegasus Partners
Wisconsin
$18.9M 123,076 +101,653 +475%
SW
36
Simplicity Wealth
New Jersey
$17.2M 111,928 +5,353 +5%
M&T Bank
37
M&T Bank
New York
$16.7M 108,860 +1,696 +2%
NA
38
NewEdge Advisors
Louisiana
$16.1M 104,448 +22,833 +28%
ACA
39
Aspire Capital Advisors
Washington
$16.1M 104,405 +12,300 +13%
VA
40
Valmark Advisers
Ohio
$16M 103,709 +4,864 +5%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$15.9M 103,379 +28 +0%
HGWM
42
Horst & Graben Wealth Management
Oregon
$15.6M 101,260 +571 +0.6%
9WM
43
9258 Wealth Management
Ohio
$14.8M 96,487 +12,652 +15%
PS
44
Portfolio Strategies
New York
$14.7M 95,301 +95,301 New
Northwestern Mutual Wealth Management
45
Northwestern Mutual Wealth Management
Wisconsin
$14.3M 92,998 -3,678 -4%
Two Sigma Investments
46
Two Sigma Investments
New York
$14.2M 92,300 +92,300 New
DC
47
Davenport & Co
Virginia
$14.2M 91,995 +9,129 +11%
PMG
48
ProVise Management Group
Florida
$11.7M 76,124 +9,245 +14%
KPWS
49
Kestra Private Wealth Services
Texas
$11.5M 74,436 +3,417 +5%
SFPG
50
Stonebridge Financial Planning Group
Florida
$10.8M 70,108 -4,381 -6%
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