IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.77%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
Raymond James Financial
4
Raymond James Financial
Florida
$106M
5
LPL Financial
5
LPL Financial
California
$521M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
RPSA
76
Richard P. Slaughter Associates
Texas
$15M 63,558 +63,558 New
AWS
77
Atria Wealth Solutions
New York
$14.8M 63,046 +32,078 +104%
BFWA
78
Benchmark Financial Wealth Advisors
Florida
$14.2M 60,359 +5,913 +11%
FCM
79
Family Capital Management
Michigan
$14.1M 59,860 -360 -0.6%
AFS
80
Anderson Financial Strategies
Ohio
$13.9M 59,170 +59,170 New
ML
81
McAdam LLC
Pennsylvania
$13.9M 58,925 -2,695 -4%
Goldman Sachs
82
Goldman Sachs
New York
$13.6M 57,996 +1,810 +3%
TAM
83
Titleist Asset Management
Texas
$13.5M 57,219 -6,951 -11%
CFG
84
Cosner Financial Group
Colorado
$13M 55,292 -812 -1%
Jones Financial Companies
85
Jones Financial Companies
Missouri
$12.5M 53,020 +24,019 +83%
GWM
86
Geneos Wealth Management
Colorado
$12.3M 52,360 +6,709 +15%
AA
87
Auxano Advisors
Washington
$12.3M 52,120 +12,050 +30%
CAC
88
Certified Advisory Corp
Florida
$12.2M 52,007 +1,349 +3%
TFS
89
Thoroughbred Financial Services
Tennessee
$12.2M 51,678 +2,500 +5%
WA
90
Win Advisors
Florida
$12.1M 51,376 +32,010 +165%
BWFA
91
Baltimore-Washington Financial Advisors
Maryland
$12.1M 51,350 +2,606 +5%
KA
92
Kovack Advisors
Florida
$12M 50,935 -3,504 -6%
JPMorgan Chase & Co
93
JPMorgan Chase & Co
New York
$11.5M 49,003 +4,593 +10%
AF
94
Apexium Financial
Texas
$11.5M 48,945 +2,184 +5%
JF
95
JSF Financial
California
$11.4M 48,532 -293 -0.6%
BA
96
Bluesphere Advisors
Pennsylvania
$11.4M 48,522 -2,597 -5%
PAG
97
Private Advisor Group
New Jersey
$11.4M 48,297 +9,607 +25%
AAS
98
Asset Allocation Strategies
Michigan
$10.7M 45,004 +586 +1%
BOSSRA
99
B.O.S.S. Retirement Advisors
Utah
$10.6M 44,844 +39,881 +804%
AWM
100
Axxcess Wealth Management
California
$10.3M 43,756 +9,941 +29%
2 3
4
5 6