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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

365 hedge funds and large institutions have $6.46B invested in iShares Russell Top 200 Growth ETF in 2023 Q2 according to their latest regulatory filings, with 51 funds opening new positions, 142 increasing their positions, 108 reducing their positions, and 14 closing their positions.

Holders
365
Holders Change
+36
Holders Change %
+10.94%
% of All Funds
5.76%
Holding in Top 10
34
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+25.93%
% of All Funds
0.54%
New
51
Increased
142
Reduced
108
Closed
14
Calls
$618K
Puts
$16K
Net Calls
+$602K
Net Calls Change
+$421K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$801M
3
IDA
3
Intelligence Driven Advisers
California
$45.1M
4
OCM
4
One Capital Management
California
$37.2M
5
PCP
5
Proficio Capital Partners
Massachusetts
$22.8M

Top Sellers

1
TF
1
TIAA FSB
Florida
$943M
2
Truist Financial
2
Truist Financial
North Carolina
$114M
3
AWMNH
3
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.86M
4
AWM
4
AE Wealth Management
Kansas
$183M
5
MOS
5
MGO One Seven
Ohio
$14.7M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$1.32B 8,302,375 +580,010 +8%
TF
2
TIAA FSB
Florida
$943M 5,944,979 -157,011 -3%
FCBT
3
First Citizens Bank & Trust
North Carolina
$801M 5,053,356 +475,622 +10%
Osaic Holdings
4
Osaic Holdings
Arizona
$286M 1,802,233 +56,564 +3%
Ameriprise
5
Ameriprise
Minnesota
$187M 1,178,136 -25,449 -2%
AWM
6
AE Wealth Management
Kansas
$183M 1,154,016 -75,962 -6%
CCMG
7
Clark Capital Management Group
Pennsylvania
$174M 1,099,800 +18,490 +2%
LPL Financial
8
LPL Financial
California
$174M 1,096,883 +111,855 +11%
Morgan Stanley
9
Morgan Stanley
New York
$159M 1,002,628 +62,932 +7%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$146M 918,565 +16,602 +2%
Truist Financial
11
Truist Financial
North Carolina
$114M 717,262 -120,072 -14%
BWM
12
Baystate Wealth Management
Massachusetts
$107M 674,921 +5,108 +0.8%
Bank of America
13
Bank of America
North Carolina
$106M 668,783 -14,601 -2%
WSFS
14
Wilmington Savings Fund Society
Delaware
$94M 593,102 -3,223 -0.5%
MML Investors Services
15
MML Investors Services
Massachusetts
$74.9M 472,456 +56,709 +14%
BCI
16
Brinker Capital Investments
Pennsylvania
$71.5M 450,688 -3,058 -0.7%
OPS
17
Orion Portfolio Solutions
Nebraska
$71.5M 450,688 -3,058 -0.7%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$62.8M 395,825 -57,726 -13%
AUB
19
Atlantic Union Bankshares
Virginia
$54M 340,823 +2,011 +0.6%
UBS Group
20
UBS Group
Switzerland
$48M 302,718 +14,367 +5%
SWA
21
SOA Wealth Advisors
New York
$47.4M 298,690 +36,087 +14%
IDA
22
Intelligence Driven Advisers
California
$45.1M 285,950 +285,950 New
FCAM
23
First Citizens Asset Management
North Carolina
$44.3M 279,315 +34,998 +14%
OCM
24
One Capital Management
California
$37.2M 234,519 +200,806 +596%
Cambridge Investment Research Advisors
25
Cambridge Investment Research Advisors
Iowa
$36.4M 229,522 +11,509 +5%
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