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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

280 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.29%
New
57
Increased
97
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$683M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$619M
3
WBG
3
Wharton Business Group
Pennsylvania
$41.7M
4
MAC
4
Mason & Associates (California)
California
$23.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$37.3M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.97M
3
GM
3
GeoWealth Management
Illinois
$2.9M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
AWA
5
Arkadios Wealth Advisors
Georgia
$984K
Name Market Value Shares Shares
Change 		Shares
Change %
ACS
126
Archford Capital Strategies
Illinois
$975K 5,625 -6 -0.1%
MA
127
Mezzasalma Advisors
New Jersey
$974K 5,616 +72 +1%
AWM
128
Aspire Wealth Management
Massachusetts
$974K 5,617 +5,617 New
KP
129
Keel Point
Alabama
$961K 5,541 +233 +4%
JPMPWA
130
J.P. Morgan Private Wealth Advisors
California
$902K 5,202 -200 -4%
ML
131
McAdam LLC
Pennsylvania
$901K 5,198 +1,382 +36%
RF
132
Resolute Financial
Massachusetts
$883K 5,093 +5,093 New
KPW
133
Kore Private Wealth
New York
$876K 5,056 +76 +2%
FAIM
134
Financial Advocates Investment Management
Washington
$843K 9,334 +4,252 +84%
GG
135
GenWealth Group
New Jersey
$832K 4,800 – –
JPMorgan Chase & Co
136
JPMorgan Chase & Co
New York
$823K 4,745 +986 +26%
VWA
137
Visionary Wealth Advisors
Illinois
$820K 4,731 +172 +4%
SI
138
Stephens Inc
Arkansas
$808K 4,663 +597 +15%
JWCA
139
J.W. Cole Advisors
Florida
$797K 4,600 +4,600 New
FCI
140
Financial Counselors Inc
Kansas
$795K 4,584 +457 +11%
MCWS
141
McKinley Carter Wealth Services
West Virginia
$792K 4,566 +606 +15%
SPIA
142
Steward Partners Investment Advisory
New York
$772K 4,454 -52 -1%
CAG
143
Csenge Advisory Group
Florida
$771K 5,101 -2,137 -30%
CG
144
Colony Group
Massachusetts
$760K 4,386 – –
AIP
145
Almanack Investment Partners
Pennsylvania
$759K 4,378 +4,378 New
ANTB
146
AMG National Trust Bank
Colorado
$758K 4,375 – –
CFGS
147
Concourse Financial Group Securities
Alabama
$728K 4,201 -219 -5%
ATC
148
Argent Trust Co
Tennessee
$724K 4,181 – –
DAS
149
Dynamic Advisor Solutions
Arizona
$722K 4,164 -68 -2%
PCA
150
Pallas Capital Advisors
Massachusetts
$712K 4,644 – –
4 5
6
7 8