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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

380 hedge funds and large institutions have $5.37B invested in iShares Russell Top 200 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 116 reducing their positions, and 28 closing their positions.

Holders
380
Holders Change
+15
Holders Change %
+4.11%
% of All Funds
6.06%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.53%
New
46
Increased
132
Reduced
116
Closed
28
Calls
$277K
Puts
$185K
Net Calls
+$92K
Net Calls Change
-$510K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$927M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$719M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$236M
4
Ameriprise
4
Ameriprise
Minnesota
$207M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$38.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$59.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$81M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$4.73M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$686M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.45M
Name Market Value Shares Shares
Change 		Shares
Change %
WPW
101
Waldron Private Wealth
Pennsylvania
$3.75M 24,362 – –
AWM
102
Ameliora Wealth Management
Switzerland
$3.69M 23,994 +6,858 +40%
DWM
103
Darwin Wealth Management
Florida
$3.68M 23,951 -801 -3%
BFWA
104
Benchmark Financial Wealth Advisors
Florida
$3.57M 23,232 +16,455 +243%
GWMIA
105
Global Wealth Management Investment Advisory
Florida
$3.43M 22,325 -1,110 -5%
CAPTRUST Financial Advisors
106
CAPTRUST Financial Advisors
North Carolina
$3.36M 21,871 +6,211 +40%
SCA
107
Stokes Capital Advisors
South Carolina
$3.25M 21,139 +375 +2%
US Bancorp
108
US Bancorp
Minnesota
$3.24M 21,071 -398 -2%
KWM
109
Kingsview Wealth Management
Oregon
$3.19M 20,768 +519 +3%
AWS
110
Atria Wealth Solutions
New York
$3.11M 20,199 -27,450 -58%
CA
111
Cetera Advisors
Colorado
$3.04M 19,774 -5,691 -22%
NC
112
NinePointTwo Capital
California
$2.88M 18,738 – –
AA
113
Advisory Alpha
Michigan
$2.85M 18,538 -1,274 -6%
CPRC
114
Consolidated Portfolio Review Corp
New York
$2.83M 18,402 +210 +1%
MWM
115
Meridian Wealth Management
Kentucky
$2.82M 18,362 +9,325 +103%
JPMPWA
116
J.P. Morgan Private Wealth Advisors
California
$2.63M 17,079 -633 -4%
WIA
117
World Investment Advisors
California
$2.43M 15,746 +2,338 +17%
ASN
118
Advisory Services Network
Georgia
$2.43M 15,773 +67 +0.4%
SEM
119
Strategic Equity Management
Arizona
$2.38M 15,481 +5,839 +61%
Rockefeller Capital Management
120
Rockefeller Capital Management
New York
$2.3M 14,935 +3,086 +26%
SIC
121
Samalin Investment Counsel
New York
$2.26M 14,706 +3,189 +28%
HI
122
Harbour Investments
Wisconsin
$2.24M 14,543 +3,106 +27%
Stifel Financial
123
Stifel Financial
Missouri
$2.22M 14,410 +846 +6%
IC
124
IEQ Capital
California
$2.12M 13,806 -120 -0.9%
FTUS
125
Flow Traders U.S.
New York
$2.06M 13,410 +13,410 New
3 4
5
6 7