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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

423 hedge funds and large institutions have $7.48B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
423
Holders Change
+43
Holders Change %
+11.32%
% of All Funds
6.2%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.62%
New
69
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$129M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$195M
5
Bank of America
5
Bank of America
North Carolina
$203M

Top Sellers

1
CFG
1
Cosner Financial Group
Colorado
$9.84M
2
IDA
2
Intelligence Driven Advisers
California
$43.8M
3
SPW
3
Surience Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ME
76
McIlrath & Eck
Washington
$9.72M 55,488 +3,369 +6%
SWP
77
Stratos Wealth Partners
Ohio
$9.47M 54,067 +997 +2%
AWS
78
Atria Wealth Solutions
New York
$9.15M 52,232 +32,033 +159%
GM
79
GeoWealth Management
Illinois
$8.64M 49,297 +48,382 +5,288%
IA
80
IFP Advisors
Florida
$8.57M 48,901 -10,127 -17%
VWA
81
Visionary Wealth Advisors
Illinois
$8.56M 48,873 +38,658 +378%
RJA
82
Raymond James & Associates
Florida
$8.56M 48,847 +4,139 +9%
AWM
83
Aspire Wealth Management
Massachusetts
$7.83M 44,710 +2,184 +5%
SA
84
Stewardship Advisors
Pennsylvania
$7.72M 44,076 +2,366 +6%
AAS
85
Asset Allocation Strategies
Michigan
$7.71M 44,015 +2,219 +5%
BWFA
86
Baltimore-Washington Financial Advisors
Maryland
$7.48M 42,715 +3,833 +10%
KAS
87
Kestra Advisory Services
Texas
$7.44M 42,437 +361 +0.9%
BOSSRA
88
B.O.S.S. Retirement Advisors
Utah
$7.42M 42,371 +900 +2%
JF
89
JSF Financial
California
$7.1M 40,498 +838 +2%
Goldman Sachs
90
Goldman Sachs
New York
$6.93M 39,541 +34,106 +628%
JWM
91
Jackson Wealth Management
Florida
$6.87M 39,184 -1,533 -4%
VFPW
92
Vantage Financial Partners (Wisconsin)
Wisconsin
$6.82M 38,951 +380 +1%
TFS
93
Thoroughbred Financial Services
Tennessee
$6.78M 38,696 +3,543 +10%
JPMorgan Chase & Co
94
JPMorgan Chase & Co
New York
$6.53M 37,274 +24,422 +190%
AF
95
Apexium Financial
Texas
$6.51M 37,130 +702 +2%
PCIA
96
Prime Capital Investment Advisors
Kansas
$6.42M 36,642 +244 +0.7%
JSW
97
Journey Strategic Wealth
New Jersey
$6.33M 36,154 -926 -2%
FA
98
Flagstar Advisors
New York
$6.32M 36,062 -252 -0.7%
WGCA
99
Wolf Group Capital Advisors
Virginia
$6.07M 38,283 +116 +0.3%
BRWA
100
B. Riley Wealth Advisors
Florida
$6.07M 34,625 +23,838 +221%
2 3
4
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