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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

240 hedge funds and large institutions have $2.83B invested in iShares Russell Top 200 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 12 closing their positions.

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.22%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
33
Increased
82
Reduced
70
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$309M
2
Ameriprise
2
Ameriprise
Minnesota
$81.4M
3
PCP
3
Proficio Capital Partners
Massachusetts
$12.6M
4
GM
4
GeoWealth Management
Illinois
$11.8M
5
EF
5
Empowered Funds
Pennsylvania
$11.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$277M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$412M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$464M
5
US Bancorp
5
US Bancorp
Minnesota
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
BWA
76
Beam Wealth Advisors
Louisiana
$1.54M 10,062 -930 -8%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1.47M 9,645 +925 +11%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$1.46M 9,561 -30,891 -76%
SBH
79
Segall Bryant & Hamill
Illinois
$1.44M 9,437 -60 -0.6%
COF
80
Capital One Financial
Virginia
$1.4M 9,159 – –
RFC
81
Regions Financial Corp
Alabama
$1.38M 9,059 -6,698 -43%
BWM
82
BCGM Wealth Management
Indiana
$1.37M 8,232 -63 -0.8%
MWM
83
Meridian Wealth Management
Kentucky
$1.35M 8,851 +428 +5%
SCM
84
Southport Capital Management
Tennessee
$1.32M 8,670 +5,388 +164%
AAS
85
Avantax Advisory Services
Texas
$1.27M 8,358 +2,508 +43%
VVP
86
Venture Visionary Partners
Ohio
$1.25M 8,157 -1,459 -15%
SIC
87
Samalin Investment Counsel
New York
$1.24M 8,128 +156 +2%
STA
88
Summit Trail Advisors
New York
$1.22M 7,984 – –
CW
89
CreativeOne Wealth
Kansas
$1.2M 7,868 +7,868 New
NEPWA
90
New England Private Wealth Advisors
Massachusetts
$1.2M 7,865 -1,115 -12%
SC
91
Scotia Capital
Ontario, Canada
$1.18M 7,746 +2,435 +46%
LAS
92
Lloyd Advisory Services
Georgia
$1.17M 7,657 -23,728 -76%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$1.15M 7,511 -2,850 -28%
IC
94
IEQ Capital
California
$1.13M 7,414 – –
PPA
95
Parametric Portfolio Associates
Washington
$1.13M 7,399 +14 +0.2%
CAG
96
Csenge Advisory Group
Florida
$1.12M 7,238 +2,137 +42%
T
97
TNF
Montana
$1.11M 6,644 +6,644 New
TFS
98
Thoroughbred Financial Services
Tennessee
$1.11M 7,279 +423 +6%
William Blair & Company
99
William Blair & Company
Illinois
$1.08M 7,082 – –
WPW
100
Waldron Private Wealth
Pennsylvania
$1.08M 7,068 +7,068 New
2 3
4
5 6