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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

453 hedge funds and large institutions have $7.82B invested in iShares Russell Top 200 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 59 funds opening new positions, 193 increasing their positions, 127 reducing their positions, and 24 closing their positions.

Holders
453
Holders Change
+30
Holders Change %
+7.09%
% of All Funds
6.57%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
59
Increased
193
Reduced
127
Closed
24
Calls
$390K
Puts
$234K
Net Calls
+$156K
Net Calls Change
+$296K

Top Buyers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$1.12B
2
Mariner
2
Mariner
Kansas
$166M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$515M
4
WSFS
4
Wilmington Savings Fund Society
Delaware
$89.9M
5
LPL Financial
5
LPL Financial
California
$306M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$239M
2
AWM
2
AE Wealth Management
Kansas
$116M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$99.2M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$0
5
TIAA Trust, National Association
5
TIAA Trust, National Association
North Carolina
$1.17B
Name Market Value Shares Shares
Change 		Shares
Change %
Wells Fargo
26
Wells Fargo
California
$60.2M 308,454 +51,654 +20%
FCBT
27
First Citizens Bank & Trust
North Carolina
$58.6M 5,426,059 +681,663 +14%
CCWA
28
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$54M 276,578 +276,578 New
SW
29
SVB Wealth
Massachusetts
$53.8M 275,718 +133,398 +94%
Cetera Investment Advisers
30
Cetera Investment Advisers
Illinois
$49.7M 254,980 +153,918 +152%
BMCM
31
Bryn Mawr Capital Management
Pennsylvania
$48.6M 252,444 +14,709 +6%
Royal Bank of Canada
32
Royal Bank of Canada
Ontario, Canada
$47.4M 242,947 +20,745 +9%
OCM
33
One Capital Management
California
$45.3M 232,035 -2,947 -1%
AAS
34
Avantax Advisory Services
Texas
$44.3M 227,212 +61,232 +37%
PS
35
Portfolio Strategies
New York
$41.2M 211,273 +38,977 +23%
WBG
36
Wharton Business Group
Pennsylvania
$39M 199,751 -26,063 -12%
Thrivent Financial for Lutherans
37
Thrivent Financial for Lutherans
Minnesota
$34.8M 178,542 -35,561 -17%
HighTower Advisors
38
HighTower Advisors
Illinois
$33.2M 170,310 -10,429 -6%
MOS
39
MGO One Seven
Ohio
$32.4M 166,244 +5,182 +3%
HFS
40
Hantz Financial Services
Michigan
$30.9M 158,426 -9,408 -6%
VFG
41
Victory Financial Group
Texas
$29.9M 153,158 +31,343 +26%
NA
42
NewEdge Advisors
Louisiana
$28.9M 148,070 +30,743 +26%
CWAG
43
Compton Wealth Advisory Group
Virginia
$27.8M 142,710 -1,530 -1%
KPWS
44
Kestra Private Wealth Services
Texas
$25.5M 130,838 +49,137 +60%
WAP
45
Wealthcare Advisory Partners
Pennsylvania
$24.3M 124,591 +6,936 +6%
PS
46
Principal Securities
Iowa
$23.5M 120,559 +23,669 +24%
WF
47
Williams Financial
Vermont
$22.1M 113,147 +113,147 New
SW
48
Simplicity Wealth
New Jersey
$21.7M 111,437 +2,836 +3%
ACA
49
Aspire Capital Advisors
Washington
$21.7M 111,124 +5,149 +5%
9WM
50
9258 Wealth Management
Ohio
$21.6M 110,814 +2,237 +2%
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