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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

380 hedge funds and large institutions have $5.37B invested in iShares Russell Top 200 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 116 reducing their positions, and 28 closing their positions.

Holders
380
Holders Change
+15
Holders Change %
+4.11%
% of All Funds
6.06%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.53%
New
46
Increased
132
Reduced
116
Closed
28
Calls
$277K
Puts
$185K
Net Calls
+$92K
Net Calls Change
-$510K

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$927M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$719M
3
Commonwealth Equity Services
3
Commonwealth Equity Services
Massachusetts
$236M
4
Ameriprise
4
Ameriprise
Minnesota
$207M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$38.6M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$59.5M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$81M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$4.73M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$686M
5
BCI
5
Brinker Capital Investments
Pennsylvania
$7.45M
Name Market Value Shares Shares
Change 		Shares
Change %
WPC
201
Wedmont Private Capital
Pennsylvania
$628K 3,973 – –
FF
202
Fluent Financial
Texas
$622K 4,043 -612 -13%
OHIS
203
Oak Harvest Investment Services
Texas
$613K 3,985 +2,582 +184%
RRA
204
Round Rock Advisors
Connecticut
$609K 3,957 – –
Millennium Management
205
Millennium Management
New York
$583K 3,793 +3,793 New
JIR
206
James Investment Research
Ohio
$582K 3,786 -255 -6%
MFG
207
Merit Financial Group
Georgia
$554K 3,603 -669 -16%
FHC
208
First Heartland Consultants
Missouri
$544K 3,537 +162 +5%
Janney Montgomery Scott
209
Janney Montgomery Scott
Pennsylvania
$542K 3,521 +854 +32%
GG
210
GenWealth Group
New Jersey
$536K 3,483 – –
KBFS
211
Kohmann Bosshard Financial Services
Ohio
$528K 3,430 – –
SPC
212
Sigma Planning Corp
Michigan
$509K 3,308 -78 -2%
GWCM
213
Godshalk Welsh Capital Management
Pennsylvania
$498K 3,235 +3,235 New
MA
214
Montag & Associates
Georgia
$487K 3,161 – –
SIAG
215
Safeguard Investment Advisory Group
California
$481K 3,129 +160 +5%
Bank of New York Mellon
216
Bank of New York Mellon
New York
$480K 3,121 +330 +12%
SPIA
217
Steward Partners Investment Advisory
New York
$472K 3,070 -180 -6%
BBHC
218
Brown Brothers Harriman & Co
New York
$472K 3,069 – –
PTC
219
Private Trust Company
Ohio
$472K 3,067 -93 -3%
IWC
220
Integrated Wealth Concepts
Massachusetts
$467K 3,037 -1,220 -29%
CG
221
Colony Group
Massachusetts
$466K 3,030 -189 -6%
ELI
222
Empire Life Investments
Ontario, Canada
$461K 3,000 -100 -3%
KP
223
Keel Point
Alabama
$455K 2,955 – –
SFG
224
Sovereign Financial Group
Connecticut
$447K 2,904 +523 +22%
MCWS
225
McKinley Carter Wealth Services
West Virginia
$442K 2,874 +8 +0.3%
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