IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.77%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
Raymond James Financial
4
Raymond James Financial
Florida
$106M
5
LPL Financial
5
LPL Financial
California
$521M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
GRP
51
Global Retirement Partners
California
$28.5M 121,204 +16,716 +16%
WF
52
Williams Financial
Vermont
$26.6M 113,271 -927 -0.8%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$26.4M 112,230 +7,516 +7%
WA
54
Waverly Advisors
Alabama
$26.3M 111,972 +107,090 +2,194%
WAP
55
Wealthcare Advisory Partners
Pennsylvania
$25.4M 107,818 -1,084 -1%
VA
56
Valmark Advisers
Ohio
$24.4M 103,499 +10,391 +11%
M&T Bank
57
M&T Bank
New York
$24.3M 103,344 +4,856 +5%
BIG
58
Bush Investment Group
Georgia
$24M 102,206 -1,412 -1%
ICMM
59
Integrated Capital Management (Michigan)
Michigan
$23.5M 99,808 +4,099 +4%
MA
60
MONECO Advisors
Connecticut
$22.9M 97,283 +22,279 +30%
KFG
61
Kingdom Financial Group
Arizona
$21.7M 92,399 -7,000 -7%
HBS
62
Howard Bailey Securities
Indiana
$21.5M 91,481 +1,201 +1%
KAS
63
Kestra Advisory Services
Texas
$21.5M 91,322 -112,411 -55%
DC
64
Davenport & Co
Virginia
$21.4M 91,158 +7,218 +9%
GM
65
GeoWealth Management
Illinois
$20.3M 86,288 +50,509 +141%
MFG
66
Merit Financial Group
Georgia
$18.8M 79,750 +76,429 +2,301%
HCWM
67
Hidden Cove Wealth Management
Washington
$18.6M 78,937 +78,937 New
FFS
68
Fischer Financial Services
Pennsylvania
$18M 76,610 +76,610 New
HGWM
69
Horst & Graben Wealth Management
Oregon
$18M 76,453 -3,962 -5%
BCM
70
Brookstone Capital Management
Illinois
$17.7M 75,154 +4,499 +6%
PIA
71
Perennial Investment Advisors
California
$16.2M 68,712 +24,632 +56%
IRC
72
Investors Research Corp
Georgia
$16M 68,055 +2,762 +4%
WWM
73
WJ Wealth Management
Arizona
$16M 68,025 -475 -0.7%
FPCG
74
Forum Private Client Group
Indiana
$15.8M 67,219 -1,680 -2%
SFPG
75
Stonebridge Financial Planning Group
Florida
$15.6M 66,389 -934 -1%
1 2
3
4 5