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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.27%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B
2
Osaic Holdings
2
Osaic Holdings
Arizona
$243M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$150M
4
TF
4
TIAA FSB
Florida
$848M
5
OPS
5
Orion Portfolio Solutions
Nebraska
$63M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$131M
2
NA
2
NewEdge Advisors
Louisiana
$13M
3
SEM
3
Strategic Equity Management
Arizona
$1.37M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$29.8M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$30.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.07B 7,722,365 +2,670,510 +53%
TF
2
TIAA FSB
Florida
$848M 6,101,990 +625,187 +11%
FCBT
3
First Citizens Bank & Trust
North Carolina
$636M 4,577,734 -50,434 -1%
Osaic Holdings
4
Osaic Holdings
Arizona
$243M 1,745,669 +1,397,226 +401%
AWM
5
AE Wealth Management
Kansas
$171M 1,229,978 +76,015 +7%
Ameriprise
6
Ameriprise
Minnesota
$167M 1,203,585 +250,474 +26%
CCMG
7
Clark Capital Management Group
Pennsylvania
$150M 1,081,310 +1,081,310 New
LPL Financial
8
LPL Financial
California
$137M 985,028 +211,913 +27%
Morgan Stanley
9
Morgan Stanley
New York
$131M 939,696 -143,761 -13%
Truist Financial
10
Truist Financial
North Carolina
$116M 837,334 -958 -0.1%
Bank of America
11
Bank of America
North Carolina
$94.9M 683,384 -315 -0%
BWM
12
Baystate Wealth Management
Massachusetts
$93.1M 669,813 +19,072 +3%
WSFS
13
Wilmington Savings Fund Society
Delaware
$82.8M 596,325 +45,774 +8%
BCI
14
Brinker Capital Investments
Pennsylvania
$63M 453,746 +425,901 +1,530%
OPS
15
Orion Portfolio Solutions
Nebraska
$63M 453,746 +431,471 +1,937%
RJFSA
16
Raymond James Financial Services Advisors
Florida
$63M 453,551 +93,586 +26%
MML Investors Services
17
MML Investors Services
Massachusetts
$57.8M 415,747 +70,718 +20%
AUB
18
Atlantic Union Bankshares
Virginia
$47.1M 338,812 +370 +0.1%
UBS Group
19
UBS Group
Switzerland
$40.1M 288,351 -36,625 -11%
Wells Fargo
20
Wells Fargo
California
$37.4M 269,382 +10,999 +4%
SWA
21
SOA Wealth Advisors
New York
$36.5M 262,603 +4,577 +2%
FCAM
22
First Citizens Asset Management
North Carolina
$33.9M 244,317 -7,876 -3%
WBG
23
Wharton Business Group
Pennsylvania
$31.3M 225,471 -40,345 -15%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$30.3M 218,013 -54,456 -20%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$29.8M 214,232 -58,371 -21%
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