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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

423 hedge funds and large institutions have $7.48B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
423
Holders Change
+43
Holders Change %
+11.32%
% of All Funds
6.2%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.62%
New
69
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$129M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$195M
5
Bank of America
5
Bank of America
North Carolina
$203M

Top Sellers

1
CFG
1
Cosner Financial Group
Colorado
$9.84M
2
IDA
2
Intelligence Driven Advisers
California
$43.8M
3
SPW
3
Surience Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
OHIS
176
Oak Harvest Investment Services
Texas
$1.4M 8,016 +4,031 +101%
CAS
177
Coppell Advisory Solutions
Texas
$1.4M 8,012 +8,012 New
Betterment LLC
178
Betterment LLC
New York
$1.39M 7,930 +3,252 +70%
AF
179
Advisornet Financial
Minnesota
$1.34M 7,644 -52 -0.7%
WF
180
Whelan Financial
California
$1.32M 7,511 – –
US Bancorp
181
US Bancorp
Minnesota
$1.32M 7,506 -13,565 -64%
SAG
182
SageView Advisory Group
California
$1.3M 7,081 +25 +0.4%
NEPWA
183
New England Private Wealth Advisors
Massachusetts
$1.3M 7,393 +31 +0.4%
WWM
184
Western Wealth Management
Colorado
$1.28M 7,331 -671 -8%
FCI
185
Financial Counselors Inc
Kansas
$1.24M 7,091 -344 -5%
BWM
186
BCGM Wealth Management
Indiana
$1.24M 7,063 +24 +0.3%
STA
187
Summit Trail Advisors
New York
$1.23M 7,008 – –
ATC
188
Argent Trust Co
Tennessee
$1.18M 6,729 +2,238 +50%
GVAG
189
Great Valley Advisor Group
Delaware
$1.15M 6,537 +5,057 +342%
T
190
TNF
Montana
$1.12M 6,057 – –
CIBC World Market
191
CIBC World Market
Ontario, Canada
$1.11M 6,338 -1,725 -21%
William Blair & Company
192
William Blair & Company
Illinois
$1.1M 6,282 – –
LA
193
Latitude Advisors
Florida
$1.06M 6,029 +203 +3%
CAG
194
Csenge Advisory Group
Florida
$1.05M 6,006 +1,891 +46%
CWM
195
Cahaba Wealth Management
Georgia
$1.04M 5,954 – –
LFAS
196
Level Four Advisory Services
Texas
$1.03M 5,884 -1,498 -20%
PA
197
Pineridge Advisors
Missouri
$1.03M 5,883 +5,883 New
SWA
198
Stratos Wealth Advisors
Ohio
$988K 5,639 -190 -3%
SEM
199
Strategic Equity Management
Arizona
$965K 5,508 -9,973 -64%
SS
200
Sunbelt Securities
Texas
$945K 5,391 +2,828 +110%
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