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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

204 hedge funds and large institutions have $2.54B invested in iShares Russell Top 200 Growth ETF in 2020 Q4 according to their latest regulatory filings, with 43 funds opening new positions, 63 increasing their positions, 53 reducing their positions, and 26 closing their positions.

Holders
204
Holders Change
+15
Holders Change %
+7.94%
% of All Funds
3.62%
Holding in Top 10
19
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+11.76%
% of All Funds
0.34%
New
43
Increased
63
Reduced
53
Closed
26
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$420M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$380M
3
SEM
3
Strategic Equity Management
Arizona
$34.8M
4
Wells Fargo
4
Wells Fargo
California
$39.3M
5
MCC
5
Money Concepts Capital
Florida
$16.3M

Top Sellers

1
MCM
1
Mainstay Capital Management
Michigan
$1.66M
2
Bank of America
2
Bank of America
North Carolina
$68.3M
3
UBS Group
3
UBS Group
Switzerland
$50.6M
4
TF
4
TIAA FSB
Florida
$157M
5
CFG
5
CMC Financial Group
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
IRC
101
Investors Research Corp
Georgia
$659K 4,950 +2,729 +123%
MA
102
Montag & Associates
Georgia
$639K 4,801 – –
AIP
103
Almanack Investment Partners
Pennsylvania
$631K 4,740 +4,740 New
AAS
104
Avantax Advisory Services
Texas
$626K 4,705 -11,468 -71%
CAG
105
Csenge Advisory Group
Florida
$622K 4,676 -1,699 -27%
ATC
106
Argent Trust Co
Tennessee
$620K 4,663 +1,163 +33%
Stifel Financial
107
Stifel Financial
Missouri
$615K 4,628 +289 +7%
CFGS
108
Concourse Financial Group Securities
Alabama
$586K 4,404 +2,459 +126%
VWA
109
Visionary Wealth Advisors
Illinois
$585K 4,396 +143 +3%
Fifth Third Bancorp
110
Fifth Third Bancorp
Ohio
$584K 4,391 +4,391 New
HWM
111
Holloway Wealth Management
Florida
– – – –
CA
112
Cetera Advisors
Colorado
$550K 4,132 -72 -2%
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$534K 3,548 – –
SI
114
Stephens Inc
Arkansas
$533K 4,006 +711 +22%
RRA
115
Round Rock Advisors
Connecticut
$509K 3,830 +3,830 New
PFG
116
Pacific Financial Group
Washington
$504K 3,789 -29 -0.8%
SCM
117
Southport Capital Management
Tennessee
$504K 3,788 +144 +4%
JPMPWA
118
J.P. Morgan Private Wealth Advisors
California
$491K 3,689 -400 -10%
CAN
119
Claraphi Advisory Network
United States
$474K 3,559 +3,559 New
IWM
120
IHT Wealth Management
Illinois
$472K 3,547 +106 +3%
DAS
121
Dynamic Advisor Solutions
Arizona
$472K 3,548 +1,769 +99%
CWA
122
Clarus Wealth Advisors
Arizona
$471K 3,565 -63 -2%
BCA
123
Biltmore Capital Advisors
New Jersey
$470K 3,536 – –
HCM
124
HMS Capital Management
Tennessee
$463K 3,482 – –
Citigroup
125
Citigroup
New York
$454K 3,416 +1,273 +59%
3 4
5
6 7