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iShares Russell Top 200 Growth ETF

503 hedge funds and large institutions have $9.08B invested in iShares Russell Top 200 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 153 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

798% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $129K

153% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 34

21% more funds holding in top 10

Funds holding in top 10: 4251 (+9)

17% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 153

16% more capital invested

Capital invested by funds: $7.8B → $9.08B (+$1.27B)

11% more funds holding

Funds holding: 455503 (+48)

1.63% less ownership

Funds ownership: 86.34%84.72% (-1.6%)

Holders
503
Holders Change
+48
Holders Change %
+10.55%
% of All Funds
7.26%
Holding in Top 10
51
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.43%
% of All Funds
0.74%
New
86
Increased
179
Reduced
153
Closed
34
Calls
$1.16M
Puts
$129K
Net Calls
+$1.03M
Net Calls Change
+$873K
Name Holding Trade Value Shares
Change
Change in
Stake
PIA
226
Perennial Investment Advisors
California
$1.24M +$1.15M +5,764 New
PG
227
Prostatis Group
Maryland
$1.24M +$1.15M +5,758 New
CAPTRUST Financial Advisors
228
CAPTRUST Financial Advisors
North Carolina
$1.21M -$2.1M -10,525 -65%
KFS
229
Kelly Financial Services
Massachusetts
$1.2M +$247K +1,239 +29%
PTC
230
Private Trust Company
Ohio
$1.16M +$228K +1,145 +27%
SWA
231
Stratos Wealth Advisors
Ohio
$1.13M +$52.4K +263 +5%
Fifth Third Bancorp
232
Fifth Third Bancorp
Ohio
$1.13M -$56.4K -283 -5%
JWCA
233
J.W. Cole Advisors
Florida
$1.08M -$13K -65 -1%
MW
234
MBL Wealth
North Carolina
$1.07M
AWA
235
Arkadios Wealth Advisors
Georgia
$1.06M +$20.7K +104 +2%
SFG
236
Sovereign Financial Group
Connecticut
$1.05M +$159K +799 +20%
WCP
237
Wick Capital Partners
Pennsylvania
$1.01M
CW
238
CreativeOne Wealth
Kansas
$1M -$619K -3,105 -40%
WA
239
WBH Advisory
Maryland
$989K +$56K +281 +6%
SEM
240
Strategic Equity Management
Arizona
$989K -$65K -326 -7%
SA
241
Stewardship Advisors
Pennsylvania
$989K -$793K -3,981 -46%
AF
242
Allworth Financial
California
$976K -$11K -55 -1%
MCM
243
MAI Capital Management
Ohio
$972K -$1.79K -9 -0.2%
Carson Wealth (CWM LLC)
244
Carson Wealth (CWM LLC)
Nebraska
$943K -$187K -939 -18%
PCA
245
Pallas Capital Advisors
Massachusetts
$913K
ANTB
246
AMG National Trust Bank
Colorado
$912K
AA
247
Advisory Alpha
Michigan
$900K -$2.31M -11,605 -73%
Jones Financial Companies
248
Jones Financial Companies
Missouri
$898K +$802K +4,023 +2,468%
PCA
249
Prosperity Capital Advisors
Ohio
$896K -$137K -688 -14%
Northern Trust
250
Northern Trust
Illinois
$893K -$10.4K -52 -1%

IWY Hedge Fund Activity: Q2 2024 in Review

503 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2024, worth a combined $9.08B — up 16% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IWY positions and 34 closed out — a net gain of 52 holders — while 179 added to existing stakes and 153 trimmed.

The largest buyer was LPL Financial, adding an estimated $59.1M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $35M.

  • 503 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2024, up from 455 in Q1 2024.
  • Funds reported $9.08B of iShares Russell Top 200 Growth ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 86 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2024 and 34 closed out, a net change of +52 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2024 was LPL Financial, an estimated $59.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2024 was Envestnet Portfolio Solutions, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2024.