We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

366 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 52 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

3,763% more call options, than puts

Call options by funds: $618K | Put options by funds: $16K

271% more first-time investments, than exits

New positions opened: 52 | Existing positions closed: 14

31% more repeat investments, than reductions

Existing positions increased: 142 | Existing positions reduced: 108

26% more funds holding in top 10

Funds holding in top 10: 2734 (+7)

25% more capital invested

Capital invested by funds: $5.18B → $6.46B (+$1.28B)

11% more funds holding

Funds holding: 329366 (+37)

1.45% more ownership

Funds ownership: 89.36%90.81% (+1.4%)

Holders
366
Holders Change
+37
Holders Change %
+11.25%
% of All Funds
5.75%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.53%
New
52
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K
Name Holding Trade Value Shares
Change
Change in
Stake
ATC
201
Argent Trust Co
Tennessee
$688K
SI
202
Stephens Inc
Arkansas
$687K +$292 +2 +0%
PWM
203
Perigon Wealth Management
California
$687K -$112K -765 -15%
ANTB
204
AMG National Trust Bank
Colorado
$686K
MFG
205
Merit Financial Group
Georgia
$677K +$116K +796 +23%
IWC
206
Integrated Wealth Concepts
Massachusetts
$675K +$175K +1,197 +39%
WPC
207
Wedmont Private Capital
Pennsylvania
$643K
Carson Wealth (CWM LLC)
208
Carson Wealth (CWM LLC)
Nebraska
$643K +$875 +6 +0.1%
JIR
209
James Investment Research
Ohio
$641K +$22.3K +153 +4%
RRA
210
Round Rock Advisors
Connecticut
$627K -$14.6K -100 -2%
RIA
211
Regal Investment Advisors
Michigan
$620K +$102K +699 +22%
CIBC Private Wealth Group
212
CIBC Private Wealth Group
Georgia
$589K +$236K +1,615 +77%
SOS
213
Silver Oak Securities
Tennessee
$557K -$569K -3,898 -53%
GG
214
GenWealth Group
New Jersey
$552K
BFEC
215
Benjamin F. Edwards & Company
Missouri
$549K -$146K -999 -22%
KBFS
216
Kohmann Bosshard Financial Services
Ohio
$544K
SPC
217
Sigma Planning Corp
Michigan
$537K -$20.6K -141 -4%
FHC
218
First Heartland Consultants
Missouri
$535K +$7K +48 +1%
SPIA
219
Steward Partners Investment Advisory
New York
$515K -$67.8K -465 -13%
CA
220
Continuum Advisory
Idaho
$514K +$15.8K +108 +3%
CG
221
Colony Group
Massachusetts
$510K -$19.4K -133 -4%
MA
222
Montag & Associates
Georgia
$501K
PTC
223
Private Trust Company
Ohio
$501K -$72.5K -497 -14%
ELI
224
Empire Life Investments
Ontario, Canada
$492K -$175K -1,200 -28%
BBHC
225
Brown Brothers Harriman & Co
New York
$487K +$16.3K +112 +4%