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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.76%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
LPL Financial
4
LPL Financial
California
$521M
5
SW
5
SVB Wealth
Massachusetts
$108M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Holding Trade Value Shares
Change 		Shares
Change %
WLPWM
201
Walled Lake Planning & Wealth Management
Illinois
$2.45M -$56K -238 -2%
FFL
202
Financial Freedom LLC
Ohio
$2.45M +$70.8K +301 +3%
HNB
203
Huntington National Bank
Ohio
$2.42M -$2.38M – –
Carson Wealth (CWM LLC)
204
Carson Wealth (CWM LLC)
Nebraska
$2.36M +$1.38M +5,858 +141%
GVAG
205
Great Valley Advisor Group
Delaware
$2.33M +$706 +3 +0%
AWMNH
206
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.3M -$236K -1,004 -9%
SWM
207
Spire Wealth Management
Virginia
$2.28M -$304K -1,294 -12%
HH
208
Hilltop Holdings
Texas
$2.25M -$115K -490 -5%
MA
209
Mutual Advisors
Nebraska
$2.24M +$118K +503 +6%
DIA
210
Dana Investment Advisors
Wisconsin
$2.22M +$55.5K +236 +3%
AT
211
American Trust
Kentucky
$2.19M +$2.19M +9,308 New
SFC
212
Strategic Financial Concepts
Texas
$2.15M +$1.86M +7,887 +622%
IWM
213
IHT Wealth Management
Illinois
$2.13M +$508K +2,158 +31%
NL
214
NWAM LLC
Washington
$2.08M +$141K +598 +7%
Focus Partners Wealth
215
Focus Partners Wealth
Massachusetts
$2.06M +$459K +1,951 +29%
AAS
216
Ameritas Advisory Services
Nebraska
$2.05M +$1.72M +7,326 +524%
LIM
217
Leavell Investment Management
Alabama
$2.04M – – –
ATC
218
Argent Trust Co
Tennessee
$2.02M +$372K +1,580 +23%
P
219
&Partners
Tennessee
$2.01M +$813K +3,416 +68%
OAS
220
Optivise Advisory Services
Tennessee
$1.99M -$135K -574 -6%
LSWP
221
Liberty Square Wealth Partners
Pennsylvania
$1.99M +$1.99M +8,199 New
VVP
222
Venture Visionary Partners
Ohio
$1.96M +$1.88K +8 +0.1%
MAV
223
Mason & Associates (Virginia)
Virginia
$1.94M -$51.1K -217 -3%
TKP
224
Tallon Kerry Patrick
$1.88M +$1.88M +8,032 New
PRTG
225
Post Resch Tallon Group
New York
$1.88M +$1.88M +8,032 New
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