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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.27%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$243M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$150M
4
TF
4
TIAA FSB
Florida
$848M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
NA
2
NewEdge Advisors
Louisiana
$13M
3
SEM
3
Strategic Equity Management
Arizona
$1.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Crumly & Associates
Illinois
$4.38M 31,550 +72 +0.2%
CWA
77
Centennial Wealth Advisory
Michigan
$4.37M 31,470 +31,470 New
BOSSRA
78
B.O.S.S. Retirement Advisors
Utah
$4.31M 31,036 +1,755 +6%
PAG
79
Private Advisor Group
New Jersey
$4.29M 30,874 +256 +0.8%
FA
80
Flagstar Advisors
New York
$4.27M 30,748 -2,492 -7%
SCA
81
Stokes Capital Advisors
South Carolina
$4.27M 30,738 -2,975 -9%
AF
82
Apexium Financial
Texas
$4.22M 30,386 +3,742 +14%
EWA
83
EP Wealth Advisors
California
$4.17M 17,707 +17,707 New
IA
84
IFP Advisors
Florida
$4.15M 52,870 +8,189 +18%
DWM
85
Darwin Wealth Management
Florida
$4.14M 29,775 -4,307 -13%
ME
86
McIlrath & Eck
Washington
$3.83M 27,560 +4,750 +21%
Goldman Sachs
87
Goldman Sachs
New York
$3.69M 26,583 -45,055 -63%
JF
88
JSF Financial
California
$3.69M 26,572 +2,531 +11%
FPGK
89
Financial Partners Group (Kansas)
Kansas
$3.49M 25,106 -128 -0.5%
GWMIA
90
Global Wealth Management Investment Advisory
Florida
$3.4M 24,508 -2,980 -11%
WPW
91
Waldron Private Wealth
Pennsylvania
$3.38M 24,362 +804 +3%
CAC
92
Certified Advisory Corp
Florida
$3.24M 23,357 -457 -2%
TFS
93
Thoroughbred Financial Services
Tennessee
$3.21M 23,116 +2,864 +14%
BMCM
94
Burns Matteson Capital Management
New York
$3.03M 21,842 -1,444 -6%
KWM
95
Kingsview Wealth Management
Oregon
$2.87M 20,671 -214 -1%
ZIMP
96
Zimmermann Investment Management & Planning
Pennsylvania
$2.86M 20,608 -35,256 -63%
NC
97
NinePointTwo Capital
California
$2.6M 18,738 – –
CPRC
98
Consolidated Portfolio Review Corp
New York
$2.59M 18,628 +18,628 New
JPMPWA
99
J.P. Morgan Private Wealth Advisors
California
$2.44M 17,558 +11,712 +200%
JWM
100
Jackson Wealth Management
Florida
$2.07M 14,878 +14,878 New
2 3
4
5 6