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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.7%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$248M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$461M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$417M
4
AWM
4
AE Wealth Management
Kansas
$204M
5
Bank of America
5
Bank of America
North Carolina
$89.4M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.03M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$115M
4
FIG
4
FundX Investment Group
California
$12.6M
5
LPL Financial
5
LPL Financial
California
$55.2M
Name Market Value Shares Shares
Change 		Shares
Change %
KPW
101
Kore Private Wealth
New York
$626K 4,654 -4,760 -51%
FTUS
102
Flow Traders U.S.
New York
$621K 4,614 -13,434 -74%
SPIA
103
Steward Partners Investment Advisory
New York
$606K 4,506 -1,857 -29%
CG
104
Colony Group
Massachusetts
$601K 4,467 -726 -14%
PFS
105
Prospera Financial Services
Texas
$595K 4,426 -1,000 -18%
CFGS
106
Concourse Financial Group Securities
Alabama
$593K 4,407 +3 +0.1%
SF
107
Synovus Financial
Georgia
$571K 4,250 +4,250 New
ATC
108
Argent Trust Co
Tennessee
$563K 4,181 -482 -10%
OC
109
Oppenheimer & Co
New York
$562K 4,175 -2,352 -36%
CAG
110
Csenge Advisory Group
Florida
$557K 3,906 -770 -16%
VWA
111
Visionary Wealth Advisors
Illinois
$546K 4,057 -339 -8%
SI
112
Stephens Inc
Arkansas
$539K 4,006 – –
Carson Wealth (CWM LLC)
113
Carson Wealth (CWM LLC)
Nebraska
$534K 3,548 – –
DAS
114
Dynamic Advisor Solutions
Arizona
$529K 3,932 +384 +11%
RRA
115
Round Rock Advisors
Connecticut
$528K 3,925 +95 +2%
FAIM
116
Financial Advocates Investment Management
Washington
$522K 3,883 +847 +28%
IWM
117
IHT Wealth Management
Illinois
$518K 3,851 +304 +9%
Northern Trust
118
Northern Trust
Illinois
$515K 3,826 +935 +32%
PFG
119
Pacific Financial Group
Washington
$510K 3,790 +1 +0%
CA
120
Cetera Advisors
Colorado
$507K 3,772 -360 -9%
JPMPWA
121
J.P. Morgan Private Wealth Advisors
California
$496K 3,689 – –
MA
122
Montag & Associates
Georgia
$484K 3,601 -1,200 -25%
BCA
123
Biltmore Capital Advisors
New Jersey
$476K 3,536 – –
MAFM
124
Mid Atlantic Financial Management
Pennsylvania
$476K 3,540 +1,439 +68%
MCWS
125
McKinley Carter Wealth Services
West Virginia
$470K 3,496 +80 +2%
3 4
5
6 7