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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.7%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$248M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$461M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$417M
4
AWM
4
AE Wealth Management
Kansas
$204M
5
Bank of America
5
Bank of America
North Carolina
$89.4M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.03M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$115M
4
FIG
4
FundX Investment Group
California
$12.6M
5
LPL Financial
5
LPL Financial
California
$55.2M
Name Market Value Shares Shares
Change 		Shares
Change %
SIC
76
Samalin Investment Counsel
New York
$1.22M 9,075 +2,083 +30%
MWM
77
Meridian Wealth Management
Kentucky
$1.17M 8,681 +1,772 +26%
JPMorgan Chase & Co
78
JPMorgan Chase & Co
New York
$1.05M 7,832 -6,398 -45%
SS
79
Simplicity Solutions
Minnesota
$1.03M 7,678 -1,304,523 -99%
IC
80
IEQ Capital
California
$996K 7,405 +7,405 New
William Blair & Company
81
William Blair & Company
Illinois
$953K 7,082 – –
PPA
82
Parametric Portfolio Associates
Washington
$926K 6,882 +198 +3%
Fidelity Investments
83
Fidelity Investments
Massachusetts
$922K 6,858 -1,315 -16%
TFS
84
Thoroughbred Financial Services
Tennessee
$859K 6,392 +95 +2%
NEPWA
85
New England Private Wealth Advisors
Massachusetts
$834K 6,200 +6,200 New
PMG
86
ProVise Management Group
Florida
$796K 5,916 +3,382 +133%
CWM
87
Cahaba Wealth Management
Georgia
$789K 5,870 +8 +0.1%
LAS
88
Lloyd Advisory Services
Georgia
$773K 5,747 -215 -4%
MA
89
Mezzasalma Advisors
New Jersey
$753K 5,598 -21 -0.4%
ANTB
90
AMG National Trust Bank
Colorado
$743K 5,525 – –
T
91
TRUADVICE
Florida
$732K 5,054 -1,320 -21%
AAS
92
Avantax Advisory Services
Texas
$710K 5,278 +573 +12%
WS
93
Wedbush Securities
California
$701K 5,208 -76 -1%
GG
94
GenWealth Group
New Jersey
$698K 5,189 -780 -13%
BSW
95
Buckingham Strategic Wealth
Missouri
$686K 5,101 +14 +0.3%
MPWT
96
MassMutual Private Wealth & Trust
Connecticut
$681K 5,058 -284 -5%
WF
97
Welch & Forbes
Massachusetts
$681K 5,058 -3 -0.1%
SC
98
Scotia Capital
Ontario, Canada
$680K 5,056 -16,915 -77%
Stifel Financial
99
Stifel Financial
Missouri
$660K 4,901 +273 +6%
ELI
100
Empire Life Investments
Ontario, Canada
$646K 4,800 +4,800 New
2 3
4
5 6