IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.76%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
Raymond James Financial
4
Raymond James Financial
Florida
$106M
5
LPL Financial
5
LPL Financial
California
$521M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
FAIM
126
Financial Advocates Investment Management
Washington
$6.97M 66,566 +64,803 +3,676%
IA
127
IFP Advisors
Florida
$6.96M 29,586 -1,524 -5%
IAA
128
Independent Advisor Alliance
North Carolina
$6.91M 29,386 +19,954 +212%
VW
129
Veridan Wealth
Oregon
$6.83M 28,987 +28,987 New
WIA
130
World Investment Advisors
California
$6.78M 28,838 +2,933 +11%
FM
131
Family Management
New York
$6.54M 27,820 +27,820 New
MIA
132
Milestone Investment Advisors
Wisconsin
$6.43M 27,316 -1,645 -6%
WGCA
133
Wolf Group Capital Advisors
Virginia
$6.07M 38,283 – –
Fidelity Investments
134
Fidelity Investments
Massachusetts
$6.06M 25,766 +5,103 +25%
ME
135
McIlrath & Eck
Washington
$6.05M 25,696 +420 +2%
HIA
136
Harbor Investment Advisory
Maryland
$5.99M 25,474 -260 -1%
YP
137
YANKCOM Partnership
South Dakota
$5.89M 25,025 +25,025 New
AIA
138
AssuredPartners Investment Advisors
Florida
$5.73M 24,372 +24,372 New
CWA
139
Centennial Wealth Advisory
Michigan
$5.66M 24,049 +24,049 New
FPGK
140
Financial Partners Group (Kansas)
Kansas
$5.57M 23,669 -25 -0.1%
SOS
141
Silver Oak Securities
Tennessee
$5.49M 23,144 +21,013 +986%
BFG
142
Berger Financial Group
Minnesota
$5.23M 22,220 +497 +2%
OHIS
143
Oak Harvest Investment Services
Texas
$5.16M 21,951 +5,196 +31%
FIA
144
Foundations Investment Advisors
Arizona
$5.14M 21,851 +8,295 +61%
WPW
145
Waldron Private Wealth
Pennsylvania
$5.1M 21,694 – –
KWM
146
Kingsview Wealth Management
Oregon
$5.05M 21,462 -367 -2%
FCP
147
Fidelis Capital Partners
Florida
$5.04M 21,401 +908 +4%
TWM
148
Trinity Wealth Management
Pennsylvania
$4.85M 20,622 +236 +1%
FFWM
149
Future Financial Wealth Management
Ohio
$4.84M 20,559 +457 +2%
HI
150
Harbour Investments
Wisconsin
$4.83M 20,544 -322 -2%
4 5
6
7 8