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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

223 hedge funds and large institutions have $2.8B invested in iShares Russell Top 200 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 15 closing their positions.

Holders
223
Holders Change
+13
Holders Change %
+6.19%
% of All Funds
3.89%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
29
Increased
84
Reduced
66
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$323M
2
Truist Financial
2
Truist Financial
North Carolina
$48.9M
3
CAN
3
Cetera Advisor Networks
California
$6.89M
4
Ameriprise
4
Ameriprise
Minnesota
$62.3M
5
Wells Fargo
5
Wells Fargo
California
$56.3M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$423M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$474M
3
Bank of America
3
Bank of America
North Carolina
$61.6M
4
SEM
4
Strategic Equity Management
Arizona
$25.5M
5
Northwestern Mutual Wealth Management
5
Northwestern Mutual Wealth Management
Wisconsin
$7.23M
Name Market Value Shares Shares
Change 		Shares
Change %
JPMPWA
126
J.P. Morgan Private Wealth Advisors
California
$558K 3,702 +13 +0.4%
CA
127
Cetera Advisors
Colorado
$551K 3,659 -113 -3%
MA
128
Montag & Associates
Georgia
$542K 3,601 – –
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$534K 3,548 – –
BCA
130
Biltmore Capital Advisors
New Jersey
$533K 3,536 – –
MAFM
131
Mid Atlantic Financial Management
Pennsylvania
$527K 3,500 -40 -1%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$525K 3,486 -10 -0.3%
IWM
133
IHT Wealth Management
Illinois
$524K 3,481 -370 -10%
SIAG
134
Safeguard Investment Advisory Group
California
$502K 3,333 +198 +6%
SCM
135
Southport Capital Management
Tennessee
$494K 3,282 – –
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$482K 3,198 +359 +13%
RIA
137
Regal Investment Advisors
Michigan
$473K 3,142 +3,142 New
PFG
138
Pacific Financial Group
Washington
$467K 3,104 -686 -18%
Renaissance Technologies
139
Renaissance Technologies
New York
$467K 3,100 +3,100 New
KP
140
Keel Point
Alabama
$448K 2,978 -139 -4%
BAM
141
Belpointe Asset Management
Nevada
$437K 2,904 +1,873 +182%
NPF
142
Norris Perne & French
Michigan
$422K 2,800 – –
Northern Trust
143
Northern Trust
Illinois
$416K 2,764 -1,062 -28%
MCP
144
Mirador Capital Partners
California
$403K 2,677 -40 -1%
CWA
145
Clarus Wealth Advisors
Arizona
$403K 2,597 -25 -1%
TCWM
146
Total Clarity Wealth Management
Illinois
$401K 2,664 +65 +3%
NEWAS
147
N.E.W. Advisory Services
Wisconsin
$400K 2,654 – –
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$399K 2,651 -2,407 -48%
BA
149
Ballast Advisors
Minnesota
$396K 2,627 – –
FCI
150
Financial Counselors Inc
Kansas
$379K 2,518 +275 +12%
4 5
6
7 8