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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

423 hedge funds and large institutions have $7.48B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
423
Holders Change
+43
Holders Change %
+11.32%
% of All Funds
6.2%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.62%
New
69
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$129M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$195M
5
Bank of America
5
Bank of America
North Carolina
$203M

Top Sellers

1
CFG
1
Cosner Financial Group
Colorado
$9.84M
2
IDA
2
Intelligence Driven Advisers
California
$43.8M
3
SPW
3
Surience Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
SFC
201
Strategic Financial Concepts
Texas
$942K 5,375 -1,302 -19%
MW
202
MBL Wealth
North Carolina
$929K 5,300 -62 -1%
WPC
203
Wedmont Private Capital
Pennsylvania
$920K 5,286 +1,313 +33%
SI
204
Stephens Inc
Arkansas
$912K 5,202 +868 +20%
DAS
205
Dynamic Advisor Solutions
Arizona
$907K 5,319 +2,484 +88%
Fifth Third Bancorp
206
Fifth Third Bancorp
Ohio
$901K 5,144 +25 +0.5%
YIH
207
Y-Intercept (HK)
Hong Kong
$901K 5,144 +5,144 New
WRPWM
208
Werba Rubin Papier Wealth Management
California
$880K 5,024 – –
JWCA
209
J.W. Cole Advisors
Florida
$878K 5,011 +13 +0.3%
SFA
210
Sequoia Financial Advisors
Ohio
$868K 4,952 +3,625 +273%
AWA
211
Arkadios Wealth Advisors
Georgia
$850K 4,851 +3,096 +176%
LIM
212
Leavell Investment Management
Alabama
$832K 4,751 +650 +16%
Carson Wealth (CWM LLC)
213
Carson Wealth (CWM LLC)
Nebraska
$820K 4,679 +584 +14%
AF
214
Allworth Financial
California
$815K 4,651 -233 -5%
Northern Trust
215
Northern Trust
Illinois
$804K 4,588 +209 +5%
WS
216
Wedbush Securities
California
$801K 4,569 +24 +0.5%
MFG
217
Merit Financial Group
Georgia
$799K 4,558 +955 +27%
PCA
218
Pallas Capital Advisors
Massachusetts
$796K 4,544 – –
MCM
219
MAI Capital Management
Ohio
$790K 4,507 +231 +5%
ANTB
220
AMG National Trust Bank
Colorado
$758K 4,325 – –
NCFG
221
New Century Financial Group
New Jersey
$754K 4,306 +4,306 New
MWM
222
Maripau Wealth Management
Indiana
$748K 4,270 -467 -10%
PTC
223
Private Trust Company
Ohio
$737K 4,204 +1,137 +37%
WA
224
WBH Advisory
Maryland
$718K 4,099 +1,880 +85%
SAW
225
Signal Advisors Wealth
Michigan
$683K 3,899 +3,899 New
7 8
9
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