IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

502 hedge funds and large institutions have $8.45B invested in iShares Russell Top 200 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 60 funds opening new positions, 182 increasing their positions, 175 reducing their positions, and 47 closing their positions.

Holders
502
Holders Change
+4
Holders Change %
+0.8%
% of All Funds
7.26%
Holding in Top 10
51
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.74%
New
60
Increased
182
Reduced
175
Closed
47
Calls
$2.71M
Puts
$1.12M
Net Calls
+$1.59M
Net Calls Change
+$556K

Top Buyers

1
Mariner
1
Mariner
Kansas
$298M
2
TIAA Trust, National Association
2
TIAA Trust, National Association
North Carolina
$1.44B
3
Two Sigma Investments
3
Two Sigma Investments
New York
$52.3M
4
AUB
4
Atlantic Union Bankshares
Virginia
$109M
5
Ameriprise
5
Ameriprise
Minnesota
$453M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$98.3M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
Envestnet Portfolio Solutions
3
Envestnet Portfolio Solutions
Illinois
$1.15B
4
OPS
4
Orion Portfolio Solutions
Nebraska
$4.58M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$4.58M
Name Holding Trade Value Shares
Change 		Shares
Change %
PFG
176
Peterson Financial Group
Iowa
$2.37M -$250K -1,134 -10%
AFG
177
Atomi Financial Group
New York
$2.36M -$695K -3,157 -23%
WLPWM
178
Walled Lake Planning & Wealth Management
Illinois
$2.35M -$65.4K -297 -3%
PS
179
Principal Securities
Iowa
$2.27M -$27.1M -123,131 -92%
CPG
180
Cornerstone Planning Group
New Jersey
$2.23M -$121K -535 -5%
FFL
181
Financial Freedom LLC
Ohio
$2.23M +$61.8K +281 +3%
HH
182
Hilltop Holdings
Texas
$2.21M -$220K -999 -9%
Creative Planning
183
Creative Planning
Kansas
$2.2M -$5.72K -26 -0.3%
GVAG
184
Great Valley Advisor Group
Delaware
$2.18M -$498K -2,264 -19%
BRWA
185
B. Riley Wealth Advisors
Florida
$2.16M -$7.71M -35,101 -78%
IAA
186
Independent Advisor Alliance
North Carolina
$2.08M +$102K +464 +5%
RW
187
Rockport Wealth
Ohio
$2.04M -$636K -2,888 -24%
DIA
188
Dana Investment Advisors
Wisconsin
$2.03M +$196K +892 +11%
MA
189
Mutual Advisors
Nebraska
$2.02M +$2.02M +9,072 New
OAS
190
Optivise Advisory Services
Tennessee
$1.98M -$1.77M -8,057 -47%
CW
191
CreativeOne Wealth
Kansas
$1.92M +$889K +4,041 +86%
LIM
192
Leavell Investment Management
Alabama
$1.91M +$456K +2,073 +31%
US Bancorp
193
US Bancorp
Minnesota
$1.9M -$493K -2,242 -21%
MAV
194
Mason & Associates (Virginia)
Virginia
$1.86M -$33.9K -154 -2%
VVP
195
Venture Visionary Partners
Ohio
$1.83M +$2.64K +12 +0.1%
NL
196
NWAM LLC
Washington
$1.81M +$1.81M +8,241 New
MWM
197
Meridian Wealth Management
Kentucky
$1.78M +$1.78M +8,109 New
PW
198
Peninsula Wealth
California
$1.77M +$1.77M +7,971 New
ELI
199
Empire Life Investments
Ontario, Canada
$1.76M +$440K +2,000 +33%
Cerity Partners
200
Cerity Partners
New York
$1.74M +$1.2M +5,436 +220%
6 7
8
9 10