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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

365 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

Holders
365
Holders Change
+36
Holders Change %
+10.94%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
51
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$801M
3
IDA
3
Intelligence Driven Advisers
California
$45.1M
4
OCM
4
One Capital Management
California
$37.2M
5
PCP
5
Proficio Capital Partners
Massachusetts
$22.8M

Top Sellers

1
TF
1
TIAA FSB
Florida
$943M
2
Truist Financial
2
Truist Financial
North Carolina
$114M
3
AWMNH
3
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.86M
4
AWM
4
AE Wealth Management
Kansas
$183M
5
MOS
5
MGO One Seven
Ohio
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
ATC
201
Argent Trust Co
Tennessee
$688K 4,339 – –
SI
202
Stephens Inc
Arkansas
$687K 4,334 +2 +0%
PWM
203
Perigon Wealth Management
California
$687K 4,332 -765 -15%
ANTB
204
AMG National Trust Bank
Colorado
$686K 4,325 – –
MFG
205
Merit Financial Group
Georgia
$677K 4,272 +796 +23%
IWC
206
Integrated Wealth Concepts
Massachusetts
$675K 4,257 +1,197 +39%
WPC
207
Wedmont Private Capital
Pennsylvania
$643K 3,973 – –
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$643K 4,058 +6 +0.1%
JIR
209
James Investment Research
Ohio
$641K 4,041 +153 +4%
RRA
210
Round Rock Advisors
Connecticut
$627K 3,957 -100 -2%
RIA
211
Regal Investment Advisors
Michigan
$620K 3,911 +699 +22%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$589K 3,715 +1,615 +77%
SOS
213
Silver Oak Securities
Tennessee
$557K 3,513 -3,898 -53%
GG
214
GenWealth Group
New Jersey
$552K 3,483 – –
BFEC
215
Benjamin F. Edwards & Company
Missouri
$549K 3,461 -999 -22%
KBFS
216
Kohmann Bosshard Financial Services
Ohio
$544K 3,430 – –
SPC
217
Sigma Planning Corp
Michigan
$537K 3,386 -141 -4%
FHC
218
First Heartland Consultants
Missouri
$535K 3,375 +48 +1%
SPIA
219
Steward Partners Investment Advisory
New York
$515K 3,250 -465 -13%
CA
220
Continuum Advisory
Idaho
$514K 3,244 +108 +3%
CG
221
Colony Group
Massachusetts
$510K 3,219 -133 -4%
MA
222
Montag & Associates
Georgia
$501K 3,161 – –
PTC
223
Private Trust Company
Ohio
$501K 3,160 -497 -14%
ELI
224
Empire Life Investments
Ontario, Canada
$492K 3,100 -1,200 -28%
BBHC
225
Brown Brothers Harriman & Co
New York
$487K 3,069 +112 +4%
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