IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

380 hedge funds and large institutions have $5.37B invested in iShares Russell Top 200 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 116 reducing their positions, and 28 closing their positions.

Holders
380
Holders Change
+15
Holders Change %
+4.11%
% of All Funds
6.06%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.53%
New
46
Increased
132
Reduced
116
Closed
28
Calls
$277K
Puts
$185K
Net Calls
+$92K
Net Calls Change
-$510K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$927M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$719M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$236M
4
Ameriprise
4
Ameriprise
Minnesota
$207M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$38.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$59.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$81M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$4.73M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$686M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.45M
Name Market Value Shares Shares
Change 		Shares
Change %
WWM
151
Western Wealth Management
Colorado
$1.23M 8,002 -788 -9%
MCC
152
Money Concepts Capital
Florida
$1.22M 7,963 +266 +3%
SWM
153
Spire Wealth Management
Virginia
$1.21M 7,863 -4,442 -36%
VVP
154
Venture Visionary Partners
Ohio
$1.19M 7,728 – –
AF
155
Advisornet Financial
Minnesota
$1.18M 7,696 -175 -2%
AFG
156
Atomi Financial Group
New York
$1.16M 7,569 +1,944 +35%
WF
157
Whelan Financial
California
$1.16M 7,511 -20 -0.3%
SOS
158
Silver Oak Securities
Tennessee
$1.15M 7,496 +3,983 +113%
OLVIG
159
Oliver Lagore Vanvalin Investment Group
Michigan
$1.15M 7,489 -12,213 -62%
FCI
160
Financial Counselors Inc
Kansas
$1.14M 7,435 +465 +7%
LFAS
161
Level Four Advisory Services
Texas
$1.14M 7,382 +366 +5%
NEPWA
162
New England Private Wealth Advisors
Massachusetts
$1.13M 7,362 -940 -11%
MA
163
MONECO Advisors
Connecticut
$1.09M 7,058 +576 +9%
SAG
164
SageView Advisory Group
California
$1.09M 7,056 -13 -0.2%
BWM
165
BCGM Wealth Management
Indiana
$1.08M 7,039 – –
STA
166
Summit Trail Advisors
New York
$1.08M 7,008 -273 -4%
SFC
167
Strategic Financial Concepts
Texas
$1.03M 6,677 +40 +0.6%
AT
168
American Trust
Kentucky
$982K 6,383 +50 +0.8%
William Blair & Company
169
William Blair & Company
Illinois
$966K 6,282 – –
T
170
TNF
Montana
$943K 6,057 – –
CWM
171
Cahaba Wealth Management
Georgia
$916K 5,954 – –
WEG
172
World Equity Group
Illinois
$906K 5,892 -2,629 -31%
SWA
173
Stratos Wealth Advisors
Ohio
$897K 5,829 -24 -0.4%
LA
174
Latitude Advisors
Florida
$896K 5,826 -469 -7%
SW
175
SVB Wealth
Massachusetts
$872K 5,668 +5,668 New
5 6
7
8 9