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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 %
MWM
151
Maripau Wealth Management
Indiana
$862K 6,205 -445 -7%
SWA
152
Stratos Wealth Advisors
Ohio
$857K 6,171 +706 +13%
T
153
TNF
Montana
$855K 6,057 – –
CWM
154
Cahaba Wealth Management
Georgia
$847K 6,096 +11 +0.2%
WA
155
Win Advisors
Florida
$832K 5,913 +5,913 New
RL
156
Retireful LLC
Michigan
$827K 5,950 +5,950 New
SWM
157
Spire Wealth Management
Virginia
$806K 5,798 +5,352 +1,200%
FAIM
158
Financial Advocates Investment Management
Washington
$781K 5,623 -296 -5%
MA
159
MONECO Advisors
Connecticut
$780K 5,615 +2,592 +86%
AF
160
Allworth Financial
California
$769K 5,538 -1,935 -26%
AWM
161
Ameliora Wealth Management
Switzerland
$762K 5,485 +5,336 +3,581%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$730K 5,254 +330 +7%
KFS
163
Kelly Financial Services
Massachusetts
$714K 5,138 +5,138 New
JWCA
164
J.W. Cole Advisors
Florida
$711K 5,115 +7 +0.1%
PWM
165
Perigon Wealth Management
California
$708K 5,097 – –
FF
166
Fluent Financial
Texas
$705K 5,075 -221 -4%
WRPWM
167
Werba Rubin Papier Wealth Management
California
$698K 5,024 – –
BAM
168
Belpointe Asset Management
Nevada
$693K 4,985 +3,905 +362%
LNC
169
Lincoln National Corp
Pennsylvania
$689K 4,962 -3,206 -39%
FTUS
170
Flow Traders U.S.
New York
$683K 4,919 +4,919 New
CAPTRUST Financial Advisors
171
CAPTRUST Financial Advisors
North Carolina
$660K 4,749 +35 +0.7%
Susquehanna International Group
172
Susquehanna International Group
Pennsylvania
$646K 4,648 -17,228 -79%
PCA
173
Pallas Capital Advisors
Massachusetts
$644K 4,644 – –
YIH
174
Y-Intercept (HK)
Hong Kong
$644K 4,636 +4,636 New
MCM
175
MAI Capital Management
Ohio
$630K 4,538 -1,523 -25%
5 6
7
8 9