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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

145 hedge funds and large institutions have $1.03B invested in iShares Russell Top 200 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 20 closing their positions.

Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
3.2%
Holding in Top 10
12
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+20%
% of All Funds
0.27%
New
28
Increased
49
Reduced
38
Closed
20
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$59.5M
2
HGWM
2
Horst & Graben Wealth Management
Oregon
$25.5M
3
Osaic Holdings
3
Osaic Holdings
Arizona
$24.7M
4
TC
4
Trilogy Capital
California
$17.5M
5
M&T Bank
5
M&T Bank
New York
$17M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$60.9M
2
IAA
2
Independent Advisor Alliance
North Carolina
$0
3
AWM
3
AE Wealth Management
Kansas
$108M
4
SS
4
Simplicity Solutions
Minnesota
$105M
5
GLR
5
Great Lakes Retirement
Ohio
$18.6M
Name Market Value Shares Shares
Change 		Shares
Change %
PAG
51
Private Advisor Group
New Jersey
$1.39M 16,556 -369 -2%
Envestnet Asset Management
52
Envestnet Asset Management
Illinois
$1.36M 16,200 +370 +2%
BCM
53
Barometer Capital Management
Ontario, Canada
$1.36M 16,100 +4,300 +36%
EH
54
Equitable Holdings
New York
$1.31M 15,518 +6,768 +77%
PNC Financial Services Group
55
PNC Financial Services Group
Pennsylvania
$1.31M 15,514 -949 -6%
Nomura Asset Management
56
Nomura Asset Management
Japan
$1.29M 15,310 – –
SWP
57
Stratos Wealth Partners
Ohio
$1.1M 13,075 -3,606 -22%
Creative Planning
58
Creative Planning
Kansas
$1.06M 12,539 -130 -1%
PS
59
Portfolio Strategies
New York
$1.02M 12,080 +12,080 New
TI
60
Trexquant Investment
Connecticut
$987K 11,720 +11,720 New
BWA
61
Beam Wealth Advisors
Louisiana
$788K 9,358 -815 -8%
STA
62
Summit Trail Advisors
New York
$754K 8,950 +8,950 New
TFS
63
Thoroughbred Financial Services
Tennessee
$738K 8,769 +4,562 +108%
TWA
64
TCI Wealth Advisors
Arizona
$669K 7,950 +7,950 New
SPIA
65
Steward Partners Investment Advisory
New York
$640K 7,603 -353 -4%
OC
66
Oppenheimer & Co
New York
$606K 7,199 +572 +9%
LAS
67
Lloyd Advisory Services
Georgia
$599K 7,110 +1,203 +20%
CWM
68
Cahaba Wealth Management
Georgia
$590K 7,012 -506 -7%
WWM
69
Western Wealth Management
Colorado
$543K 6,442 +286 +5%
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$534K 3,548 – –
AAS
71
Avantax Advisory Services
Texas
$527K 6,266 +6,266 New
GG
72
GenWealth Group
New Jersey
$502K 5,969 – –
Cetera Investment Advisers
73
Cetera Investment Advisers
Illinois
$474K 5,632 +5,632 New
PFS
74
Prospera Financial Services
Texas
$471K 5,597 – –
PPA
75
Parametric Portfolio Associates
Washington
$466K 5,528 -2,398 -30%
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3
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