IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

365 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

Holders
365
Holders Change
+36
Holders Change %
+10.94%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
51
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$801M
3
IDA
3
Intelligence Driven Advisers
California
$45.1M
4
OCM
4
One Capital Management
California
$37.2M
5
PCP
5
Proficio Capital Partners
Massachusetts
$22.8M

Top Sellers

1
TF
1
TIAA FSB
Florida
$943M
2
Truist Financial
2
Truist Financial
North Carolina
$114M
3
AWMNH
3
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.86M
4
AWM
4
AE Wealth Management
Kansas
$183M
5
MOS
5
MGO One Seven
Ohio
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
BFA
101
BMS Financial Advisors
South Dakota
$3.86M 24,375 -21,931 -47%
WPW
102
Waldron Private Wealth
Pennsylvania
$3.86M 24,362 – –
FPGK
103
Financial Partners Group (Kansas)
Kansas
$3.82M 23,955 -1,151 -5%
GWMIA
104
Global Wealth Management Investment Advisory
Florida
$3.72M 23,435 -1,073 -4%
MFP
105
Meridian Financial Partners
Virginia
$3.7M 22,966 +22,966 New
BMCM
106
Burns Matteson Capital Management
New York
$3.7M 23,314 +1,472 +7%
US Bancorp
107
US Bancorp
Minnesota
$3.4M 21,469 +14,730 +219%
PP
108
Pegasus Partners
Wisconsin
$3.4M 21,423 +21,423 New
SCA
109
Stokes Capital Advisors
South Carolina
$3.29M 20,764 -9,974 -32%
KWM
110
Kingsview Wealth Management
Oregon
$3.21M 20,249 -422 -2%
AA
111
Advisory Alpha
Michigan
$3.14M 19,812 +10,832 +121%
OLVIG
112
Oliver Lagore Vanvalin Investment Group
Michigan
$3.12M 19,702 +19,702 New
NC
113
NinePointTwo Capital
California
$2.97M 18,738 – –
CPRC
114
Consolidated Portfolio Review Corp
New York
$2.88M 18,192 -436 -2%
JPMPWA
115
J.P. Morgan Private Wealth Advisors
California
$2.81M 17,712 +154 +0.9%
AWM
116
Ameliora Wealth Management
Switzerland
$2.72M 17,136 +11,651 +212%
ASN
117
Advisory Services Network
Georgia
$2.49M 15,706 +8,882 +130%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$2.48M 15,660 +10,911 +230%
LB
119
Leo Brokerage
Texas
$2.33M 14,674 +254 +2%
IC
120
IEQ Capital
California
$2.21M 13,926 -16 -0.1%
Stifel Financial
121
Stifel Financial
Missouri
$2.15M 13,564 -318 -2%
WIA
122
World Investment Advisors
California
$2.13M 13,408 +13,408 New
Fidelity Investments
123
Fidelity Investments
Massachusetts
$2.07M 13,054 +213 +2%
DIA
124
Dana Investment Advisors
Wisconsin
$2.01M 12,661 +10,158 +406%
HNB
125
Huntington National Bank
Ohio
– – – –
3 4
5
6 7