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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 %
FEM
176
Fulcrum Equity Management
Texas
$846K 5,499 +5,499 New
Goldman Sachs
177
Goldman Sachs
New York
$836K 5,435 -149 -3%
MW
178
MBL Wealth
North Carolina
$825K 5,362 +62 +1%
LNC
179
Lincoln National Corp
Pennsylvania
$818K 5,316 -696 -12%
FAIM
180
Financial Advocates Investment Management
Washington
$815K 5,780 +508 +10%
VCM
181
Virtue Capital Management
Tennessee
$797K 5,016 – –
Fifth Third Bancorp
182
Fifth Third Bancorp
Ohio
$787K 5,119 +140 +3%
WRPWM
183
Werba Rubin Papier Wealth Management
California
$773K 5,024 – –
JWCA
184
J.W. Cole Advisors
Florida
$769K 4,998 – –
AF
185
Allworth Financial
California
$751K 4,884 -244 -5%
MWM
186
Maripau Wealth Management
Indiana
$729K 4,737 -921 -16%
Betterment LLC
187
Betterment LLC
New York
$720K 4,678 +2,543 +119%
WS
188
Wedbush Securities
California
$699K 4,545 -23 -0.5%
ATC
189
Argent Trust Co
Tennessee
$691K 4,491 +152 +4%
PCA
190
Pallas Capital Advisors
Massachusetts
$690K 4,544 – –
CAM
191
Cresset Asset Management
Illinois
$680K 4,413 – –
Northern Trust
192
Northern Trust
Illinois
$674K 4,379 -156 -3%
SI
193
Stephens Inc
Arkansas
$667K 4,334 – –
PWM
194
Perigon Wealth Management
California
$666K 4,332 – –
ANTB
195
AMG National Trust Bank
Colorado
$665K 4,325 – –
AFP
196
Alpha Financial Partners
Kentucky
$658K 4,280 -455 -10%
MCM
197
MAI Capital Management
Ohio
$658K 4,276 -196 -4%
CAG
198
Csenge Advisory Group
Florida
$633K 4,115 -3,606 -47%
LIM
199
Leavell Investment Management
Alabama
$632K 4,101 +1,976 +93%
Carson Wealth (CWM LLC)
200
Carson Wealth (CWM LLC)
Nebraska
$630K 4,095 +37 +0.9%
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