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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.27%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$243M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$150M
4
TF
4
TIAA FSB
Florida
$848M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
NA
2
NewEdge Advisors
Louisiana
$13M
3
SEM
3
Strategic Equity Management
Arizona
$1.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
FIA
101
Foundations Investment Advisors
Arizona
$2.05M 14,755 -248 -2%
LB
102
Leo Brokerage
Texas
$2M 14,420 +14,420 New
IC
103
IEQ Capital
California
$1.94M 13,942 -111 -0.8%
Stifel Financial
104
Stifel Financial
Missouri
$1.93M 13,882 -5,772 -29%
HNB
105
Huntington National Bank
Ohio
– – – –
Fidelity Investments
106
Fidelity Investments
Massachusetts
$1.78M 12,841 +540 +4%
GT
107
Glenmede Trust
Pennsylvania
$1.74M 12,518 -1,881 -13%
PFG
108
Peterson Financial Group
Iowa
$1.65M 11,877 -2,276 -16%
BWFA
109
Baltimore-Washington Financial Advisors
Maryland
$1.61M 11,560 +2,651 +30%
AI
110
Atria Investments
North Carolina
$1.6M 11,484 +11,484 New
Rockefeller Capital Management
111
Rockefeller Capital Management
New York
$1.59M 11,419 +94 +0.8%
SIC
112
Samalin Investment Counsel
New York
$1.58M 11,378 +530 +5%
WLPWM
113
Walled Lake Planning & Wealth Management
Illinois
$1.52M 10,940 -493 -4%
Deutsche Bank
114
Deutsche Bank
Germany
$1.5M 10,821 -628 -5%
SF
115
Synovus Financial
Georgia
$1.47M 10,565 -1,651 -14%
TAM
116
Titleist Asset Management
Texas
$1.39M 9,990 +9,990 New
SEM
117
Strategic Equity Management
Arizona
$1.37M 9,880 -58,837 -86%
HI
118
Harbour Investments
Wisconsin
$1.31M 9,416 +3,636 +63%
Creative Planning
119
Creative Planning
Kansas
$1.28M 9,230 -1,454 -14%
Corient Private Wealth
120
Corient Private Wealth
Florida
$1.27M 9,149 +459 +5%
MWM
121
Meridian Wealth Management
Kentucky
$1.25M 8,990 +3 +0%
AA
122
Advisory Alpha
Michigan
$1.25M 8,980 +1,820 +25%
MA
123
Mezzasalma Advisors
New Jersey
$1.21M 8,714 +27 +0.3%
WP
124
WealthShield Partners
North Carolina
$1.21M 8,707 +5,169 +146%
AF
125
Advisornet Financial
Minnesota
$1.16M 8,378 +52 +0.6%
3 4
5
6 7