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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 %
EH
51
Equitable Holdings
New York
$8.26M 59,463 -2,485 -4%
SA
52
Stewardship Advisors
Pennsylvania
$8.03M 57,789 +45,656 +376%
WWM
53
WJ Wealth Management
Arizona
$7.81M 56,225 +56,225 New
MIA
54
Milestone Investment Advisors
Wisconsin
$7.78M 55,995 +2,505 +5%
IRC
55
Investors Research Corp
Georgia
$7.21M 51,878 +2,477 +5%
BCM
56
Brookstone Capital Management
Illinois
$7.04M 50,564 +1,019 +2%
AWM
57
Avior Wealth Management
Nebraska
$6.68M 48,098 -5,322 -10%
PMG
58
ProVise Management Group
Florida
$6.66M 47,934 +13,594 +40%
BFA
59
BMS Financial Advisors
South Dakota
$6.43M 46,306 +46,306 New
VFPW
60
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.22M 44,790 +44,790 New
9WM
61
9258 Wealth Management
Ohio
$6.07M 43,676 +2,392 +6%
SWM
62
SigFig Wealth Management
California
$5.91M 42,554 +42,554 New
AWM
63
Aspire Wealth Management
Massachusetts
$5.71M 41,117 +5,260 +15%
GRP
64
Global Retirement Partners
California
$5.71M 41,040 +3,475 +9%
BRWA
65
B. Riley Wealth Advisors
Florida
$5.66M 40,724 +29,782 +272%
CA
66
Cetera Advisors
Colorado
$5.62M 40,420 +2,971 +8%
AWS
67
Atria Wealth Solutions
New York
$5.59M 40,258 +27,149 +207%
JSW
68
Journey Strategic Wealth
New Jersey
$5.35M 38,544 -3,006 -7%
WGCA
69
Wolf Group Capital Advisors
Virginia
$5.21M 37,504 -1,557 -4%
KAS
70
Kestra Advisory Services
Texas
$5.12M 36,885 -11,524 -24%
HIA
71
Harbor Investment Advisory
Maryland
$4.87M 35,053 -4 -0%
SWP
72
Stratos Wealth Partners
Ohio
$4.83M 34,793 -10,223 -23%
Baird Financial Group
73
Baird Financial Group
Wisconsin
$4.79M 34,492 -3,786 -10%
OCM
74
One Capital Management
California
$4.68M 33,713 – –
RJA
75
Raymond James & Associates
Florida
$4.63M 33,304 +747 +2%
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