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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

365 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

Holders
365
Holders Change
+36
Holders Change %
+10.94%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
51
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$801M
3
IDA
3
Intelligence Driven Advisers
California
$45.1M
4
OCM
4
One Capital Management
California
$37.2M
5
PCP
5
Proficio Capital Partners
Massachusetts
$22.8M

Top Sellers

1
TF
1
TIAA FSB
Florida
$943M
2
Truist Financial
2
Truist Financial
North Carolina
$114M
3
AWMNH
3
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.86M
4
AWM
4
AE Wealth Management
Kansas
$183M
5
MOS
5
MGO One Seven
Ohio
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
151
Venture Visionary Partners
Ohio
$1.23M 7,728 -324 -4%
CAG
152
Csenge Advisory Group
Florida
$1.22M 7,721 -173 -2%
MCC
153
Money Concepts Capital
Florida
$1.22M 7,697 -4,341 -36%
PA
154
PFG Advisors
Arizona
$1.21M 7,638 -11 -0.1%
WF
155
Whelan Financial
California
$1.19M 7,531 -10 -0.1%
JPMorgan Chase & Co
156
JPMorgan Chase & Co
New York
$1.19M 7,530 +622 +9%
Prudential Financial
157
Prudential Financial
New Jersey
$1.19M 7,525 +5,142 +216%
Corient Private Wealth
158
Corient Private Wealth
Florida
$1.19M 7,506 -1,643 -18%
Renaissance Technologies
159
Renaissance Technologies
New York
$1.17M 7,400 +3,598 +95%
STA
160
Summit Trail Advisors
New York
$1.15M 7,281 +1,000 +16%
GCP
161
GSA Capital Partners
United Kingdom
$1.14M 7,200 +4,500 +167%
SAG
162
SageView Advisory Group
California
$1.12M 7,069 +9 +0.1%
BWM
163
BCGM Wealth Management
Indiana
$1.12M 7,039 +2,877 +69%
LFAS
164
Level Four Advisory Services
Texas
$1.11M 7,016 +4,118 +142%
FCI
165
Financial Counselors Inc
Kansas
$1.11M 6,970 +64 +0.9%
BFWA
166
Benchmark Financial Wealth Advisors
Florida
$1.07M 6,777 +6,777 New
SFC
167
Strategic Financial Concepts
Texas
$1.05M 6,637 -513 -7%
MA
168
MONECO Advisors
Connecticut
$1.03M 6,482 +867 +15%
CIBC World Market
169
CIBC World Market
Ontario, Canada
$1.02M 6,443 -1,200 -16%
AT
170
American Trust
Kentucky
$1M 6,333 -2,117 -25%
LA
171
Latitude Advisors
Florida
$998K 6,295 -123 -2%
William Blair & Company
172
William Blair & Company
Illinois
$996K 6,282 -26 -0.4%
EE
173
EWG Elevate
California
$980K 6,179 +6,179 New
T
174
TNF
Montana
$960K 6,057 – –
LNC
175
Lincoln National Corp
Pennsylvania
$953K 6,012 +1,050 +21%
5 6
7
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