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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

365 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

Holders
365
Holders Change
+36
Holders Change %
+10.94%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
51
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$801M
3
IDA
3
Intelligence Driven Advisers
California
$45.1M
4
OCM
4
One Capital Management
California
$37.2M
5
PCP
5
Proficio Capital Partners
Massachusetts
$22.8M

Top Sellers

1
TF
1
TIAA FSB
Florida
$943M
2
Truist Financial
2
Truist Financial
North Carolina
$114M
3
AWMNH
3
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.86M
4
AWM
4
AE Wealth Management
Kansas
$183M
5
MOS
5
MGO One Seven
Ohio
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BRWA
76
B. Riley Wealth Advisors
Florida
$6.76M 42,662 +1,938 +5%
GRP
77
Global Retirement Partners
California
$6.6M 41,616 +576 +1%
AWM
78
Aspire Wealth Management
Massachusetts
$6.59M 41,545 +428 +1%
Baird Financial Group
79
Baird Financial Group
Wisconsin
$6.56M 41,397 +6,905 +20%
AWM
80
Avior Wealth Management
Nebraska
$6.56M 41,352 -6,746 -14%
JWM
81
Jackson Wealth Management
Florida
$6.34M 39,957 +25,079 +169%
AAS
82
Asset Allocation Strategies
Michigan
$6.32M 39,841 +36,956 +1,281%
KAS
83
Kestra Advisory Services
Texas
$6.22M 39,249 +2,364 +6%
JSW
84
Journey Strategic Wealth
New Jersey
$5.97M 37,630 -914 -2%
BWFA
85
Baltimore-Washington Financial Advisors
Maryland
$5.79M 36,520 +24,960 +216%
WGCA
86
Wolf Group Capital Advisors
Virginia
$5.78M 38,319 +815 +2%
AF
87
Apexium Financial
Texas
$5.63M 35,528 +5,142 +17%
BOSSRA
88
B.O.S.S. Retirement Advisors
Utah
$5.63M 35,500 +4,464 +14%
HIA
89
Harbor Investment Advisory
Maryland
$5.56M 35,053 – –
FA
90
Flagstar Advisors
New York
$5.26M 33,193 +2,445 +8%
CA
91
Crumly & Associates
Illinois
$5.22M 32,911 +1,361 +4%
CWA
92
Centennial Wealth Advisory
Michigan
$4.94M 31,148 -322 -1%
TFS
93
Thoroughbred Financial Services
Tennessee
$4.75M 29,945 +6,829 +30%
PAG
94
Private Advisor Group
New Jersey
$4.65M 29,330 -1,544 -5%
ZIMP
95
Zimmermann Investment Management & Planning
Pennsylvania
$4.38M 27,599 +6,991 +34%
CAC
96
Certified Advisory Corp
Florida
$4.32M 27,215 +3,858 +17%
JF
97
JSF Financial
California
$4.27M 26,923 +351 +1%
FIA
98
Foundations Investment Advisors
Arizona
$4.15M 26,192 +11,437 +78%
CA
99
Cetera Advisors
Colorado
$4.04M 25,465 -14,955 -37%
DWM
100
Darwin Wealth Management
Florida
$3.89M 24,752 -5,023 -17%
2 3
4
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