IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.27%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$243M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$150M
4
TF
4
TIAA FSB
Florida
$848M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
NA
2
NewEdge Advisors
Louisiana
$13M
3
SEM
3
Strategic Equity Management
Arizona
$1.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
126
CreativeOne Wealth
Kansas
$1.16M 8,368 +2,375 +40%
WWM
127
Western Wealth Management
Colorado
$1.15M 8,307 -270 -3%
CAM
128
Cozad Asset Management
Illinois
$1.12M 8,087 +232 +3%
VVP
129
Venture Visionary Partners
Ohio
$1.12M 8,052 +3 +0%
VWA
130
Visionary Wealth Advisors
Illinois
$1.11M 8,025 +7 +0.1%
CAG
131
Csenge Advisory Group
Florida
$1.1M 7,894 +2,994 +61%
NEPWA
132
New England Private Wealth Advisors
Massachusetts
$1.06M 7,660 +16 +0.2%
PA
133
PFG Advisors
Arizona
$1.06M 7,649 -146 -2%
CIBC World Market
134
CIBC World Market
Ontario, Canada
$1.06M 7,643 – –
HF
135
HRT Financial
New York
$1.06M 7,594 +2,645 +53%
WF
136
Whelan Financial
California
$1.05M 7,541 -3,842 -34%
SOS
137
Silver Oak Securities
Tennessee
$1.03M 7,411 +3,705 +100%
SFC
138
Strategic Financial Concepts
Texas
$993K 7,150 +7,150 New
SBH
139
Segall Bryant & Hamill
Illinois
$984K 7,085 -65 -0.9%
SAG
140
SageView Advisory Group
California
$981K 7,060 +11 +0.2%
VF
141
VitalStone Financial
Texas
$973K 5,614 +5,471 +3,826%
JPMorgan Chase & Co
142
JPMorgan Chase & Co
New York
$960K 6,908 +808 +13%
FCI
143
Financial Counselors Inc
Kansas
$960K 6,906 +3,497 +103%
ASN
144
Advisory Services Network
Georgia
$948K 6,824 -225 -3%
US Bancorp
145
US Bancorp
Minnesota
$936K 6,739 +4,131 +158%
AFP
146
Alpha Financial Partners
Kentucky
$928K 6,676 – –
AT
147
American Trust
Kentucky
$898K 8,450 +36 +0.4%
LA
148
Latitude Advisors
Florida
$892K 6,418 +807 +14%
William Blair & Company
149
William Blair & Company
Illinois
$876K 6,308 – –
STA
150
Summit Trail Advisors
New York
$873K 6,281 +1,038 +20%
4 5
6
7 8