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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

583 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 120 funds opening new positions, 217 increasing their positions, 158 reducing their positions, and 28 closing their positions.

Holders
583
Holders Change
+81
Holders Change %
+16.14%
% of All Funds
7.77%
Holding in Top 10
65
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+27.45%
% of All Funds
0.87%
New
120
Increased
217
Reduced
158
Closed
28
Calls
$800K
Puts
$518K
Net Calls
+$282K
Net Calls Change
-$1.3M

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$657M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$192M
3
Lido Advisors
3
Lido Advisors
California
$118M
4
Raymond James Financial
4
Raymond James Financial
Florida
$106M
5
LPL Financial
5
LPL Financial
California
$521M

Top Sellers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B
2
KAS
2
Kestra Advisory Services
Texas
$21.5M
3
IDA
3
Intelligence Driven Advisers
California
$53.6M
4
ZIMP
4
Zimmermann Investment Management & Planning
Pennsylvania
$340K
5
SW
5
Simplicity Wealth
New Jersey
$507K
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.47B 6,245,400 -307,691 -5%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$1.26B 5,365,087 +121,099 +2%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$657M 2,794,522 +2,347,775 +526%
Ameriprise
4
Ameriprise
Minnesota
$556M 2,365,017 +308,168 +15%
LPL Financial
5
LPL Financial
California
$521M 2,212,667 +329,632 +18%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$395M 1,679,168 +46,106 +3%
Bank of America
7
Bank of America
North Carolina
$355M 1,509,168 -10,639 -0.7%
Mariner
8
Mariner
Kansas
$352M 1,497,299 +142,680 +11%
Morgan Stanley
9
Morgan Stanley
New York
$337M 1,433,550 +45,056 +3%
CCMG
10
Clark Capital Management Group
Pennsylvania
$192M 816,710 +816,710 New
FCBT
11
First Citizens Bank & Trust
North Carolina
$187M 5,046,206 +39,316 +0.8%
Truist Financial
12
Truist Financial
North Carolina
$156M 664,322 -20,103 -3%
AWM
13
AE Wealth Management
Kansas
$153M 650,022 -4,079 -0.6%
MML Investors Services
14
MML Investors Services
Massachusetts
$138M 588,510 +27,660 +5%
AUB
15
Atlantic Union Bankshares
Virginia
$118M 503,540 +7,462 +2%
Lido Advisors
16
Lido Advisors
California
$118M 500,502 +499,489 +49,308%
Wells Fargo
17
Wells Fargo
California
$109M 464,517 +123,658 +36%
SW
18
SVB Wealth
Massachusetts
$108M 459,585 +325,623 +243%
Raymond James Financial
19
Raymond James Financial
Florida
$106M 451,298 +451,298 New
WSFS
20
Wilmington Savings Fund Society
Delaware
$101M 427,624 -1,140 -0.3%
UBS Group
21
UBS Group
Switzerland
$94.7M 402,521 +23,134 +6%
Cambridge Investment Research Advisors
22
Cambridge Investment Research Advisors
Iowa
$94.6M 402,074 -54,271 -12%
Osaic Holdings
23
Osaic Holdings
Arizona
$92.1M 419,299 +149,603 +55%
BCI
24
Brinker Capital Investments
Pennsylvania
$80M 339,988 +319,162 +1,533%
OPS
25
Orion Portfolio Solutions
Nebraska
$80M 339,988 +319,162 +1,533%
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