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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
GWCM
251
Godshalk Welsh Capital Management
Pennsylvania
$665K
DA
252
Dover Advisors
Virginia
$663K +$635K +3,397 New
SIAG
253
Safeguard Investment Advisory Group
California
$659K +$13.8K +74 +2%
JIR
254
James Investment Research
Ohio
$652K -$21.1K -113 -3%
RL
255
Retireful LLC
Michigan
$624K +$598K +3,200 New
MA
256
Montag & Associates
Georgia
$617K
AWM
257
Apollon Wealth Management
South Carolina
$603K +$122K +650 +27%
Janney Montgomery Scott
258
Janney Montgomery Scott
Pennsylvania
$603K -$70.3K -376 -11%
T. Rowe Price Associates
259
T. Rowe Price Associates
Maryland
$603K +$577K +3,089 New
CFGS
260
Concourse Financial Group Securities
Alabama
$597K +$126K +674 +28%
Focus Partners Wealth
261
Focus Partners Wealth
Massachusetts
$591K
Bank of New York Mellon
262
Bank of New York Mellon
New York
$586K +$68.6K +367 +14%
GS
263
GTS Securities
New York
$579K +$232K +1,243 +72%
BBHC
264
Brown Brothers Harriman & Co
New York
$577K -$20.9K -112 -4%
RIA
265
Regal Investment Advisors
Michigan
$577K +$86.2K +461 +18%
SPIA
266
Steward Partners Investment Advisory
New York
$575K -$14K -75 -2%
BA
267
Ballast Advisors
Minnesota
$564K +$13.5K +72 +3%
KeyBank National Association
268
KeyBank National Association
Ohio
$559K +$84.9K +454 +19%
TCWM
269
Total Clarity Wealth Management
Illinois
$551K
NPF
270
Norris Perne & French
Michigan
$546K
CIBC World Market
271
CIBC World Market
Ontario, Canada
$546K -$662K -3,540 -56%
SOS
272
Silver Oak Securities
Tennessee
$544K -$37.4K -200 -7%
Nomura Asset Management
273
Nomura Asset Management
Japan
$542K
CT
274
Colonial Trust
South Carolina
$535K
IAN
275
Integrated Advisors Network
Texas
$534K +$122K +650 +31%

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.