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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.7%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$248M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$461M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$417M
4
AWM
4
AE Wealth Management
Kansas
$204M
5
Bank of America
5
Bank of America
North Carolina
$89.4M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$1.03M
2
RJFSA
2
Raymond James Financial Services Advisors
Florida
$52.6M
3
Morgan Stanley
3
Morgan Stanley
New York
$115M
4
FIG
4
FundX Investment Group
California
$12.6M
5
LPL Financial
5
LPL Financial
California
$55.2M
Name Market Value Shares Shares
Change 		Shares
Change %
BFPW
151
BOK Financial Private Wealth
Colorado
$313K 2,327 – –
FCI
152
Financial Counselors Inc
Kansas
$302K 2,243 +653 +41%
HCM
153
HMS Capital Management
Tennessee
$301K 2,238 -1,244 -36%
MCM
154
MAI Capital Management
Ohio
$293K 2,181 +2,181 New
JWCA
155
J.W. Cole Advisors
Florida
$273K 2,030 +232 +13%
MSR
156
Main Street Research
Connecticut
$269K 2,000 – –
Citigroup
157
Citigroup
New York
$268K 1,993 -1,423 -42%
GWSG
158
GPS Wealth Strategies Group
Colorado
$267K 1,989 – –
CCT
159
Chemung Canal Trust
New York
$247K 1,839 – –
LWAC
160
Laurel Wealth Advisors (California)
California
$246K 1,826 +50 +3%
WA
161
WBH Advisory
Maryland
$244K 1,810 – –
NB
162
NBT Bank
New York
$241K 1,790 -300 -14%
MCM
163
Murphy Capital Management
New Jersey
$241K 1,794 – –
FFA
164
First Foundation Advisors
California
$232K 1,727 +1,727 New
IAN
165
Integrated Advisors Network
Texas
$223K 1,655 +10 +0.6%
KeyBank National Association
166
KeyBank National Association
Ohio
$221K 1,644 – –
FHA
167
Flagship Harbor Advisors
Massachusetts
$216K 1,606 – –
BCM
168
Brookstone Capital Management
Illinois
$215K 1,601 +1,601 New
TP
169
Tranquility Partners
Tennessee
$206K 1,533 – –
CWM
170
Curi Wealth Management
North Carolina
$203K 1,512 +1,512 New
APA
171
American Portfolios Advisors
New York
$159K 1,178 -164 -12%
BAM
172
Belpointe Asset Management
Nevada
$139K 1,031 +1,031 New
RFA
173
Reilly Financial Advisors
California
$135K 1,000 – –
CF
174
Centaurus Financial
California
$126K 936 +133 +17%
GI
175
Gradient Investments
Minnesota
$121K 896 – –
5 6
7
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