IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.27%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$243M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$150M
4
TF
4
TIAA FSB
Florida
$848M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
NA
2
NewEdge Advisors
Louisiana
$13M
3
SEM
3
Strategic Equity Management
Arizona
$1.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
RIA
201
Regal Investment Advisors
Michigan
$446K 3,212 -81 -2%
MA
202
Montag & Associates
Georgia
$439K 3,161 – –
CA
203
Continuum Advisory
Idaho
$436K 3,136 +3,136 New
IWC
204
Integrated Wealth Concepts
Massachusetts
$425K 3,060 +3,060 New
SIAG
205
Safeguard Investment Advisory Group
California
$416K 2,991 +71 +2%
BBHC
206
Brown Brothers Harriman & Co
New York
$411K 2,957 +2,957 New
KP
207
Keel Point
Alabama
$410K 2,951 +6 +0.2%
LFAS
208
Level Four Advisory Services
Texas
$403K 2,898 -2,519 -47%
AAS
209
Asset Allocation Strategies
Michigan
$401K 2,885 -31,145 -92%
MCWS
210
McKinley Carter Wealth Services
West Virginia
$398K 2,866 – –
TCWM
211
Total Clarity Wealth Management
Illinois
$398K 2,864 -33 -1%
NPF
212
Norris Perne & French
Michigan
$389K 2,800 – –
Nomura Asset Management
213
Nomura Asset Management
Japan
$386K 2,778 – –
RA
214
Rodgers & Associates
Pennsylvania
$381K 2,739 -283 -9%
Bank of New York Mellon
215
Bank of New York Mellon
New York
$379K 2,726 +558 +26%
WEG
216
World Equity Group
Illinois
$375K 3,249 +3,249 New
GCP
217
GSA Capital Partners
United Kingdom
$375K 2,700 +2,700 New
NEWAS
218
N.E.W. Advisory Services
Wisconsin
$373K 2,687 +5 +0.2%
KCFA
219
Key Client Fiduciary Advisors
New Jersey
$370K 2,662 +84 +3%
PFG
220
Pacific Financial Group
Washington
$367K 2,641 -54 -2%
BA
221
Ballast Advisors
Minnesota
$365K 2,627 – –
DAS
222
Dynamic Advisor Solutions
Arizona
$358K 2,577 -251 -9%
DIA
223
Dana Investment Advisors
Wisconsin
$348K 2,503 +2,503 New
FC
224
Forte Capital
New York
$344K 2,475 – –
CAM
225
Concorde Asset Management
Michigan
$342K 2,464 +2,464 New
7 8
9
10 11