IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

423 hedge funds and large institutions have $7.48B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 69 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.

Holders
423
Holders Change
+43
Holders Change %
+11.32%
% of All Funds
6.2%
Holding in Top 10
42
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+27.27%
% of All Funds
0.62%
New
69
Increased
183
Reduced
101
Closed
22
Calls
$228K
Puts
$368K
Net Calls
-$140K
Net Calls Change
-$232K

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$376M
2
Morgan Stanley
2
Morgan Stanley
New York
$404M
3
CCMG
3
Clark Capital Management Group
Pennsylvania
$129M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$195M
5
Bank of America
5
Bank of America
North Carolina
$203M

Top Sellers

1
CFG
1
Cosner Financial Group
Colorado
$9.84M
2
IDA
2
Intelligence Driven Advisers
California
$43.8M
3
SPW
3
Surience Private Wealth
Washington
$0
4
HighTower Advisors
4
HighTower Advisors
Illinois
$31.7M
5
RJFSA
5
Raymond James Financial Services Advisors
Florida
$64.7M
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.07B 6,081,881 +54,384 +0.9%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$881M 5,027,946 +356,410 +8%
FCBT
3
First Citizens Bank & Trust
North Carolina
$831M 4,744,396 +283,740 +6%
Morgan Stanley
4
Morgan Stanley
New York
$404M 2,304,774 +1,259,619 +121%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$376M 2,146,237 +1,759,232 +455%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$295M 1,685,464 +151,414 +10%
Ameriprise
7
Ameriprise
Minnesota
$276M 1,573,227 +224,848 +17%
AWM
8
AE Wealth Management
Kansas
$230M 1,258,714 +134,176 +12%
LPL Financial
9
LPL Financial
California
$221M 1,260,776 +163,458 +15%
Bank of America
10
Bank of America
North Carolina
$203M 1,156,420 +485,786 +72%
Osaic Holdings
11
Osaic Holdings
Arizona
$195M 1,111,157 +584,868 +111%
CCMG
12
Clark Capital Management Group
Pennsylvania
$129M 736,069 +705,325 +2,294%
BWM
13
Baystate Wealth Management
Massachusetts
$118M 673,690 -6,364 -0.9%
Truist Financial
14
Truist Financial
North Carolina
$115M 655,583 +55,019 +9%
MML Investors Services
15
MML Investors Services
Massachusetts
$89.4M 510,123 +13,375 +3%
FCAM
16
First Citizens Asset Management
North Carolina
$71.4M 406,249 +148,336 +58%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$64.7M 369,154 -38,134 -9%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$62.9M 358,963 +131,393 +58%
AUB
19
Atlantic Union Bankshares
Virginia
$59.5M 339,633 +1,125 +0.3%
SWA
20
SOA Wealth Advisors
New York
$55.9M 318,921 +8,194 +3%
UBS Group
21
UBS Group
Switzerland
$55.7M 317,824 +18,627 +6%
PP
22
Pegasus Partners
Wisconsin
$47.1M 268,953 +145,877 +119%
Wells Fargo
23
Wells Fargo
California
$45M 256,800 +30,174 +13%
IDA
24
Intelligence Driven Advisers
California
$43.8M 242,727 -68,005 -22%
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$41.7M 237,735 +3,615 +2%
1
2 3 4 5