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iShares Russell Top 200 Growth ETF

506 hedge funds and large institutions have $8.45B invested in iShares Russell Top 200 Growth ETF in 2024 Q3 according to their latest regulatory filings, with 59 funds opening new positions, 183 increasing their positions, 177 reducing their positions, and 47 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more call options, than puts

Call options by funds: $2.71M | Put options by funds: $1.12M

26% more first-time investments, than exits

New positions opened: 59 | Existing positions closed: 47

3% more repeat investments, than reductions

Existing positions increased: 183 | Existing positions reduced: 177

1% more funds holding

Funds holding: 503506 (+3)

0% more funds holding in top 10

Funds holding in top 10: 5151 (0)

4.87% less ownership

Funds ownership: 84.72%79.84% (-4.9%)

7% less capital invested

Capital invested by funds: $9.08B → $8.45B (-$629M)

Holders
506
Holders Change
+3
Holders Change %
+0.6%
% of All Funds
7.27%
Holding in Top 10
51
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.73%
New
59
Increased
183
Reduced
177
Closed
47
Calls
$2.71M
Puts
$1.12M
Net Calls
+$1.58M
Net Calls Change
+$556K
Name Holding Trade Value Shares
Change
Change in
Stake
CAS
226
Coppell Advisory Solutions
Texas
$1.29M +$985K +4,628 +370%
CAPTRUST Financial Advisors
227
CAPTRUST Financial Advisors
North Carolina
$1.24M +$2.13K +10 +0.2%
AWA
228
Arkadios Wealth Advisors
Georgia
$1.24M +$142K +666 +13%
WPC
229
Wedmont Private Capital
Pennsylvania
$1.22M -$201K -944 -14%
SFA
230
Sequoia Financial Advisors
Ohio
$1.21M -$230K -1,083 -16%
PTC
231
Private Trust Company
Ohio
$1.2M +$4.89K +23 +0.4%
P
232
&Partners
Tennessee
$1.16M +$1.07M +5,023 New
Fifth Third Bancorp
233
Fifth Third Bancorp
Ohio
$1.16M +$3.4K +16 +0.3%
MW
234
MBL Wealth
North Carolina
$1.12M +$23.4K +110 +2%
JWCA
235
J.W. Cole Advisors
Florida
$1.12M +$13.8K +65 +1%
WRPWM
236
Werba Rubin Papier Wealth Management
California
$1.11M -$257K -1,207 -19%
BOSSRA
237
B.O.S.S. Retirement Advisors
Utah
$1.09M +$583K +2,741 +123%
WA
238
WBH Advisory
Maryland
$1.08M +$59.6K +280 +6%
WA
239
Waverly Advisors
Alabama
$1.07M +$1.04M +4,882 New
RFG
240
REAP Financial Group
Texas
$1.07M -$456K -2,141 -31%
WCP
241
Wick Capital Partners
Pennsylvania
$1.04M
DAS
242
Dynamic Advisor Solutions
Arizona
$1.03M +$129K +607 +15%
Northern Trust
243
Northern Trust
Illinois
$998K +$78.7K +370 +9%
TVAMP
244
Tennessee Valley Asset Management Partners
Tennessee
$997K +$92.6K +435 +11%
PCA
245
Prosperity Capital Advisors
Ohio
$993K +$71.5K +336 +8%
CSPIA
246
Cary Street Partners Investment Advisory
Virginia
$965K +$224K +1,052 +32%
AF
247
Allworth Financial
California
$964K -$46.2K -217 -5%
PCA
248
Pallas Capital Advisors
Massachusetts
$953K
ANTB
249
AMG National Trust Bank
Colorado
$935K
QC
250
Quadrature Capital
United Kingdom
$932K +$902K +4,238 New

IWY Hedge Fund Activity: Q3 2024 in Review

506 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2024, worth a combined $8.45B — down 6.9% from $9.08B a quarter earlier.

Buyers outnumbered sellers: 59 funds opened new IWY positions and 47 closed out — a net gain of 12 holders — while 183 added to existing stakes and 177 trimmed.

The largest buyer was Mariner, adding an estimated $59.3M. The largest seller was Envestnet Asset Management, cutting an estimated $512M.

  • 506 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2024, up from 503 in Q2 2024.
  • Funds reported $8.45B of iShares Russell Top 200 Growth ETF stock for Q3 2024, down 6.9% quarter-over-quarter.
  • 59 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2024 and 47 closed out, a net change of +12 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2024 was Mariner, an estimated $59.3M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2024 was Envestnet Asset Management, an estimated $512M sold.

Based on aggregated 13F filings for Q3 2024.