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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
LPL Financial
4
LPL Financial
California
$521M
5
SW
5
SVB Wealth
Massachusetts
$108M

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 %
CPRC
151
Consolidated Portfolio Review Corp
New York
$4.83M 20,530 +802 +4%
CAM
152
Cozad Asset Management
Illinois
$4.69M 19,950 +1,026 +5%
SMAM
153
Sugar Maple Asset Management
Wisconsin
$4.69M 19,950 -1,658 -8%
AWM
154
Avior Wealth Management
Nebraska
$4.61M 19,602 -1,279 -6%
ELI
155
Empire Life Investments
Ontario, Canada
$4.61M 19,600 +11,600 +145%
MA
156
Mezzasalma Advisors
New Jersey
$4.53M 19,248 -355 -2%
SFS
157
Symphony Financial Services
Ohio
$4.47M 19,007 +4,312 +29%
NWM
158
Nova Wealth Management
Florida
$4.46M 18,963 +18,963 New
PWM
159
Perigon Wealth Management
California
$4.43M 18,944 +5,575 +42%
PAS
160
Park Avenue Securities
New York
$4.43M 18,830 +18,830 New
PB
161
Prime Buchholz
New Hampshire
$4.41M 18,738 +18,738 New
Betterment LLC
162
Betterment LLC
New York
$4.36M 18,543 +4,796 +35%
FFA
163
Florida Financial Advisors
Florida
$4.2M 17,846 +924 +5%
SF
164
Summit Financial
New Jersey
$4.16M 17,675 +17,675 New
FI
165
FWG Investments
Kentucky
$4.15M 17,649 -635 -3%
Stifel Financial
166
Stifel Financial
Missouri
$4.13M 17,557 +1,719 +11%
VWA
167
Visionary Wealth Advisors
Illinois
$4.1M 17,408 +676 +4%
FG
168
Fiduciary Group
Georgia
$3.92M 16,668 +1,055 +7%
PSB
169
Passumpsic Savings Bank
Vermont
$3.82M 16,243 +188 +1%
CW
170
CreativeOne Wealth
Kansas
$3.81M 16,205 +7,479 +86%
SA
171
Sanctuary Advisors
Indiana
$3.75M 15,719 -616 -4%
William Blair & Company
172
William Blair & Company
Illinois
$3.67M 15,588 +619 +4%
DWM
173
Darwin Wealth Management
Florida
$3.67M 15,582 -1,925 -11%
MOS
174
MGO One Seven
Ohio
$3.63M 15,442 -10,893 -41%
Jane Street
175
Jane Street
New York
$3.63M 15,436 +15,436 New
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