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iShares Russell Top 200 Growth ETF

455 hedge funds and large institutions have $7.8B invested in iShares Russell Top 200 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 194 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

67% more call options, than puts

Call options by funds: $390K | Put options by funds: $234K

53% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 127

7% more funds holding

Funds holding: 424455 (+31)

5% more capital invested

Capital invested by funds: $7.45B → $7.8B (+$349M)

0% more funds holding in top 10

Funds holding in top 10: 4242 (0)

1.72% less ownership

Funds ownership: 88.07%86.34% (-1.7%)

Holders
455
Holders Change
+31
Holders Change %
+7.31%
% of All Funds
6.55%
Holding in Top 10
42
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.61%
New
60
Increased
194
Reduced
127
Closed
24
Calls
$390K
Puts
$234K
Net Calls
+$156K
Net Calls Change
+$296K
Name Holding Trade Value Shares
Change
Change in
Stake
AF
226
Allworth Financial
California
$908K +$187 +1 +0%
CAM
227
Cresset Asset Management
Illinois
$901K +$863K +4,616 New
MCM
228
MAI Capital Management
Ohio
$886K +$5.98K +32 +0.7%
ELI
229
Empire Life Investments
Ontario, Canada
$858K +$411K +2,200 +100%
KFS
230
Kelly Financial Services
Massachusetts
$845K +$103K +552 +15%
WA
231
WBH Advisory
Maryland
$845K +$43.4K +232 +6%
PCA
232
Pallas Capital Advisors
Massachusetts
$833K -$51K -273 -6%
PTC
233
Private Trust Company
Ohio
$832K +$11K +59 +1%
ANTB
234
AMG National Trust Bank
Colorado
$829K -$14K -75 -2%
Northern Trust
235
Northern Trust
Illinois
$823K -$69.5K -372 -8%
NCFG
236
New Century Financial Group
New Jersey
$814K -$24.9K -133 -3%
DAS
237
Dynamic Advisor Solutions
Arizona
$807K -$221K -1,181 -22%
SFG
238
Sovereign Financial Group
Connecticut
$797K +$57.4K +307 +8%
RRA
239
Round Rock Advisors
Connecticut
$760K +$1.87K +10 +0.3%
IWC
240
Integrated Wealth Concepts
Massachusetts
$759K +$28.8K +154 +4%
FHC
241
First Heartland Consultants
Missouri
$758K +$53.1K +284 +8%
MWM
242
Maripau Wealth Management
Indiana
$742K -$86.9K -465 -11%
MFG
243
Merit Financial Group
Georgia
$738K -$136K -729 -16%
FF
244
Fluent Financial
Texas
$720K -$187 -1 -0%
PA
245
Pineridge Advisors
Missouri
$718K -$412K -2,203 -37%
TA
246
Tactive Advisors
Florida
$718K +$688K +3,680 New
GG
247
GenWealth Group
New Jersey
$680K
NL
248
NWAM LLC
Washington
$677K +$136K +727 +27%
EE
249
EWG Elevate
California
$671K -$3.46M -18,532 -84%
KBFS
250
Kohmann Bosshard Financial Services
Ohio
$669K

IWY Hedge Fund Activity: Q1 2024 in Review

455 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2024, worth a combined $7.8B — up 4.7% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWY positions and 24 closed out — a net gain of 36 holders — while 194 added to existing stakes and 127 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $137M. The largest seller was Morgan Stanley, cutting an estimated $202M.

  • 455 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $7.8B of iShares Russell Top 200 Growth ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 60 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2024 and 24 closed out, a net change of +36 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $137M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2024.