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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

423 hedge funds and large institutions have $7.48B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
423
Holders Change
+43
Holders Change %
+11.32%
% of All Funds
6.2%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.62%
New
69
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$129M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$195M
5
Bank of America
5
Bank of America
North Carolina
$203M

Top Sellers

1
CFG
1
Cosner Financial Group
Colorado
$9.84M
2
IDA
2
Intelligence Driven Advisers
California
$43.8M
3
SPW
3
Surience Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
OCM
26
One Capital Management
California
$41.2M 234,982 -21,157 -8%
Mariner
27
Mariner
Kansas
$39.9M 227,917 +3,959 +2%
WBG
28
Wharton Business Group
Pennsylvania
$39.6M 225,814 -80 -0%
Royal Bank of Canada
29
Royal Bank of Canada
Ontario, Canada
$38.9M 222,202 +3,363 +2%
Thrivent Financial for Lutherans
30
Thrivent Financial for Lutherans
Minnesota
$37.5M 214,103 -36,661 -15%
HighTower Advisors
31
HighTower Advisors
Illinois
$31.7M 180,739 -51,664 -22%
PS
32
Portfolio Strategies
New York
$30.2M 172,296 +76,995 +81%
HFS
33
Hantz Financial Services
Michigan
$29.4M 167,834 -2,676 -2%
AAS
34
Avantax Advisory Services
Texas
$29.1M 165,980 +30,909 +23%
MOS
35
MGO One Seven
Ohio
$28.2M 161,062 +3,547 +2%
CWAG
36
Compton Wealth Advisory Group
Virginia
$25.3M 144,240 +9,062 +7%
SW
37
SVB Wealth
Massachusetts
$24.9M 142,320 +136,652 +2,411%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$23M 131,421 +80,403 +158%
VFG
39
Victory Financial Group
Texas
$21.3M 121,815 +121,815 New
NA
40
NewEdge Advisors
Louisiana
$21.3M 117,327 +12,879 +12%
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$20.6M 117,655 +14,276 +14%
CA
42
Crumly & Associates
Illinois
$19.4M 110,935 +73,488 +196%
HGWM
43
Horst & Graben Wealth Management
Oregon
$19.1M 109,212 +7,952 +8%
BIG
44
Bush Investment Group
Georgia
$19.1M 101,988 +101,988 New
SW
45
Simplicity Wealth
New Jersey
$19M 108,601 -3,327 -3%
9WM
46
9258 Wealth Management
Ohio
$19M 108,577 +12,090 +13%
BCI
47
Brinker Capital Investments
Pennsylvania
$18.9M 108,570 +60,145 +124%
OPS
48
Orion Portfolio Solutions
Nebraska
$18.9M 108,570 +60,145 +124%
ACA
49
Aspire Capital Advisors
Washington
$18.6M 105,975 +1,570 +2%
Two Sigma Investments
50
Two Sigma Investments
New York
$18M 102,700 +10,400 +11%
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