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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 %
M&T Bank
51
M&T Bank
New York
$17.8M 101,773 -7,087 -7%
Northwestern Mutual Wealth Management
52
Northwestern Mutual Wealth Management
Wisconsin
$17.8M 101,451 +8,453 +9%
Cetera Investment Advisers
53
Cetera Investment Advisers
Illinois
$17.7M 101,062 +47,456 +89%
DC
54
Davenport & Co
Virginia
$17M 97,215 +5,220 +6%
PS
55
Principal Securities
Iowa
$17M 96,890 +96,890 New
EH
56
Equitable Holdings
New York
$16.8M 95,940 +27,626 +40%
VA
57
Valmark Advisers
Ohio
$15.6M 89,056 -14,653 -14%
CAN
58
Cetera Advisor Networks
California
$15.2M 86,734 +22,877 +36%
KPWS
59
Kestra Private Wealth Services
Texas
$14.3M 81,701 +7,265 +10%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$13.7M 78,357 +40,734 +108%
PMG
61
ProVise Management Group
Florida
$13.5M 76,788 +664 +0.9%
GRP
62
Global Retirement Partners
California
$12.7M 71,683 +18,387 +34%
SFPG
63
Stonebridge Financial Planning Group
Florida
$12.3M 70,274 +166 +0.2%
FPCG
64
Forum Private Client Group
Indiana
$12.1M 69,308 +69,308 New
TAM
65
Titleist Asset Management
Texas
$11.9M 67,880 +56,767 +511%
WA
66
Win Advisors
Florida
$11.5M 65,410 +65,410 New
WWM
67
WJ Wealth Management
Arizona
$11.3M 64,651 +30,850 +91%
ML
68
McAdam LLC
Pennsylvania
$11.3M 64,635 -2,361 -4%
KFG
69
Kingdom Financial Group
Arizona
$11.1M 63,619 -2,072 -3%
BCM
70
Brookstone Capital Management
Illinois
$11M 62,655 +4,164 +7%
FCM
71
Family Capital Management
Michigan
$10.5M 59,888 -3,026 -5%
IRC
72
Investors Research Corp
Georgia
$10M 57,220 +1,795 +3%
GWM
73
Geneos Wealth Management
Colorado
$10M 57,094 +56,375 +7,841%
MIA
74
Milestone Investment Advisors
Wisconsin
$9.98M 56,929 -4,440 -7%
CFG
75
Cosner Financial Group
Colorado
$9.84M 5,640 -51,770 -90%
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3
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