IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

240 hedge funds and large institutions have $2.83B invested in iShares Russell Top 200 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 12 closing their positions.

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.22%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
33
Increased
82
Reduced
70
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$309M
2
Ameriprise
2
Ameriprise
Minnesota
$81.4M
3
PCP
3
Proficio Capital Partners
Massachusetts
$12.6M
4
GM
4
GeoWealth Management
Illinois
$11.8M
5
EF
5
Empowered Funds
Pennsylvania
$11.4M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$277M
2
WBG
2
Wharton Business Group
Pennsylvania
$0
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$412M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$464M
5
US Bancorp
5
US Bancorp
Minnesota
$4.36M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$464M 3,037,053 -110,755 -4%
FCBT
2
First Citizens Bank & Trust
North Carolina
$412M 2,697,981 -113,770 -4%
TF
3
TIAA FSB
Florida
$309M 2,022,732 +189,750 +10%
AWM
4
AE Wealth Management
Kansas
$277M 1,816,051 -327,443 -15%
Morgan Stanley
5
Morgan Stanley
New York
$133M 870,882 +7,291 +0.8%
BWM
6
Baystate Wealth Management
Massachusetts
$89.9M 588,880 -5,031 -0.8%
Ameriprise
7
Ameriprise
Minnesota
$81.4M 533,336 +119,548 +29%
AUB
8
Atlantic Union Bankshares
Virginia
$79.4M 520,207 -20,892 -4%
LPL Financial
9
LPL Financial
California
$72.5M 475,074 +34,770 +8%
Bank of America
10
Bank of America
North Carolina
$61M 399,850 -9,200 -2%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$58.7M 384,694 -10,402 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$56.1M 367,693 -20,986 -5%
Wells Fargo
13
Wells Fargo
California
$54.5M 356,926 -16,986 -5%
Truist Financial
14
Truist Financial
North Carolina
$50.5M 330,841 +6,011 +2%
UBS Group
15
UBS Group
Switzerland
$49.1M 321,521 -5,183 -2%
Osaic Holdings
16
Osaic Holdings
Arizona
$42.5M 277,692 +60,459 +28%
MML Investors Services
17
MML Investors Services
Massachusetts
$32.2M 210,904 +4,400 +2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$31.4M 205,783 -10,206 -5%
SEM
19
Strategic Equity Management
Arizona
$25.2M 165,177 -3,967 -2%
M&T Bank
20
M&T Bank
New York
$21.2M 138,622 -2,548 -2%
HGWM
21
Horst & Graben Wealth Management
Oregon
$20.7M 135,630 -8,264 -6%
CCMD
22
Cypress Capital Management (Delaware)
Delaware
$20.3M 134,985 – –
WSFS
23
Wilmington Savings Fund Society
Delaware
$17.1M 112,094 +7,339 +7%
CA
24
Crumly & Associates
Illinois
$16.1M 105,519 +910 +0.9%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$13.9M 90,887 -10,658 -10%
1
2 3 4 5