We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

366 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 52 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,763% more call options, than puts

Call options by funds: $618K | Put options by funds: $16K

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 108

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more capital invested

Capital invested by funds: $5.18B → $6.46B (+$1.28B)

11% more funds holding

Funds holding: 329366 (+37)

1.45% more ownership

Funds ownership: 89.36%90.81% (+1.4%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.53%
New
52
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
NA
51
NewEdge Advisors
Louisiana
$12.9M -$1.77M -12,119 -13%
WWM
52
WJ Wealth Management
Arizona
$12.5M +$3.31M +22,666 +40%
CAN
53
Cetera Advisor Networks
California
$12.3M +$1.54M +10,562 +16%
SFPG
54
Stonebridge Financial Planning Group
Florida
$11.8M -$233K -1,595 -2%
KPWS
55
Kestra Private Wealth Services
Texas
$11.3M +$493K +3,377 +5%
EH
56
Equitable Holdings
New York
$10.7M +$1.21M +8,277 +14%
FPCG
57
Forum Private Client Group
Indiana
$10.7M +$1.05M +7,180 +12%
ML
58
McAdam LLC
Pennsylvania
$10.7M -$341K -2,338 -3%
PMG
59
ProVise Management Group
Florida
$10.6M +$2.76M +18,945 +40%
FCM
60
Family Capital Management
Michigan
$10M +$288K +1,973 +3%
KFG
61
Kingdom Financial Group
Arizona
$9.95M +$9.15M +62,736 New
CFG
62
Cosner Financial Group
Colorado
$9.59M +$8.82M +60,466 New
MIA
63
Milestone Investment Advisors
Wisconsin
$9.15M +$251K +1,720 +3%
SWP
64
Stratos Wealth Partners
Ohio
$8.75M +$2.98M +20,401 +59%
IRC
65
Investors Research Corp
Georgia
$8.54M +$288K +1,978 +4%
IA
66
IFP Advisors
Florida
$8.36M -$22.2K -152 -0.3%
BCM
67
Brookstone Capital Management
Illinois
$8.33M +$370K +2,537 +5%
ME
68
McIlrath & Eck
Washington
$7.75M +$3.11M +21,344 +77%
SA
69
Stewardship Advisors
Pennsylvania
$7.62M -$1.42M -9,741 -17%
AWS
70
Atria Wealth Solutions
New York
$7.56M +$1.08M +7,391 +18%
Susquehanna International Group
71
Susquehanna International Group
Pennsylvania
$7.47M +$6.19M +42,441 +913%
HH
72
Hilltop Holdings
Texas
$7.32M +$6.74M +46,183 New
RJA
73
Raymond James & Associates
Florida
$7.21M +$1.77M +12,152 +36%
VFPW
74
Vantage Financial Partners (Wisconsin)
Wisconsin
$7.07M -$27.3K -187 -0.4%
SWM
75
SigFig Wealth Management
California
$6.92M +$250K +1,717 +4%