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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

423 hedge funds and large institutions have $7.48B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
423
Holders Change
+43
Holders Change %
+11.32%
% of All Funds
6.2%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.62%
New
69
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$129M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$195M
5
Bank of America
5
Bank of America
North Carolina
$203M

Top Sellers

1
CFG
1
Cosner Financial Group
Colorado
$9.84M
2
IDA
2
Intelligence Driven Advisers
California
$43.8M
3
SPW
3
Surience Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
CAPTRUST Financial Advisors
101
CAPTRUST Financial Advisors
North Carolina
$6.05M 34,513 +12,642 +58%
BFWA
102
Benchmark Financial Wealth Advisors
Florida
$5.86M 33,459 +10,227 +44%
HIA
103
Harbor Investment Advisory
Maryland
$5.8M 33,119 – –
PWCM
104
Processus Wealth & Capital Management
Tennessee
$5.79M 33,029 +33,029 New
PAG
105
Private Advisor Group
New Jersey
$5.76M 32,881 +2,842 +9%
Baird Financial Group
106
Baird Financial Group
Wisconsin
$5.74M 32,737 -7,335 -18%
BMCM
107
Burns Matteson Capital Management
New York
$5.59M 31,907 -906 -3%
CAC
108
Certified Advisory Corp
Florida
$5.31M 30,280 +1,818 +6%
CA
109
Cetera Advisors
Colorado
$5.21M 29,736 +9,962 +50%
ZIMP
110
Zimmermann Investment Management & Planning
Pennsylvania
$5.2M 29,690 -657 -2%
AWM
111
Avior Wealth Management
Nebraska
$4.7M 26,823 -6,379 -19%
SWM
112
SigFig Wealth Management
California
$4.56M 26,029 +26,029 New
AWM
113
Ameliora Wealth Management
Switzerland
$4.42M 25,232 +1,238 +5%
WPW
114
Waldron Private Wealth
Pennsylvania
$4.27M 24,362 – –
FPGK
115
Financial Partners Group (Kansas)
Kansas
$4.19M 23,940 -188 -0.8%
EE
116
EWG Elevate
California
$3.85M 21,971 -30,497 -58%
RFG
117
REAP Financial Group
Texas
$3.73M 21,262 +21,262 New
FI
118
FWG Investments
Kentucky
$3.63M 20,715 +20,715 New
KWM
119
Kingsview Wealth Management
Oregon
$3.6M 20,531 -237 -1%
CWA
120
Centennial Wealth Advisory
Michigan
$3.51M 20,028 +20,028 New
HI
121
Harbour Investments
Wisconsin
$3.48M 19,866 +5,323 +37%
GWMIA
122
Global Wealth Management Investment Advisory
Florida
$3.4M 19,409 -2,916 -13%
6F
123
626 Financial
Michigan
$3.36M 19,197 +19,197 New
DWM
124
Darwin Wealth Management
Florida
$3.33M 18,984 -4,967 -21%
AA
125
Advisory Alpha
Michigan
$3.31M 18,899 +361 +2%
3 4
5
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