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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

280 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 15 closing their positions.

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.29%
New
57
Increased
97
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$683M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$619M
3
WBG
3
Wharton Business Group
Pennsylvania
$41.7M
4
MAC
4
Mason & Associates (California)
California
$23.2M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$37.3M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
Goldman Sachs
2
Goldman Sachs
New York
$2.97M
3
GM
3
GeoWealth Management
Illinois
$2.9M
4
FTUS
4
Flow Traders U.S.
New York
$0
5
AWA
5
Arkadios Wealth Advisors
Georgia
$984K
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$683M 3,939,294 +902,241 +30%
FCBT
2
First Citizens Bank & Trust
North Carolina
$619M 3,571,786 +873,805 +32%
TF
3
TIAA FSB
Florida
$347M 2,008,981 -13,751 -0.7%
AWM
4
AE Wealth Management
Kansas
$327M 1,885,785 +69,734 +4%
Morgan Stanley
5
Morgan Stanley
New York
$157M 907,358 +36,476 +4%
BWM
6
Baystate Wealth Management
Massachusetts
$101M 584,718 -4,162 -0.7%
LPL Financial
7
LPL Financial
California
$94.4M 544,794 +69,720 +15%
AUB
8
Atlantic Union Bankshares
Virginia
$90.1M 519,720 -487 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$89.9M 519,206 -14,130 -3%
Bank of America
10
Bank of America
North Carolina
$78.5M 452,883 +53,033 +13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$73.1M 421,583 +36,889 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$68.6M 395,273 +117,581 +42%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$64M 369,254 +1,561 +0.4%
Truist Financial
14
Truist Financial
North Carolina
$63.6M 366,848 +36,007 +11%
Wells Fargo
15
Wells Fargo
California
$62.7M 361,440 +4,514 +1%
UBS Group
16
UBS Group
Switzerland
$53.7M 309,926 -11,595 -4%
WBG
17
Wharton Business Group
Pennsylvania
$41.7M 240,636 +240,636 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$37.3M 215,213 +124,326 +137%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$36.8M 212,025 +6,242 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$36.1M 208,458 -2,446 -1%
SEM
21
Strategic Equity Management
Arizona
$28.1M 161,883 -3,294 -2%
CCMD
22
Cypress Capital Management (Delaware)
Delaware
$23.5M 135,840 +855 +0.6%
M&T Bank
23
M&T Bank
New York
$23.5M 135,617 -3,005 -2%
MAC
24
Mason & Associates (California)
California
$23.2M 133,826 +133,826 New
HGWM
25
Horst & Graben Wealth Management
Oregon
$21M 121,092 -14,538 -11%
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