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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
TVAMP
251
Tennessee Valley Asset Management Partners
Tennessee
$879K +$816K +4,096 New
DAS
252
Dynamic Advisor Solutions
Arizona
$876K -$10.8K -54 -1%
CF
253
Cyr Financial
Illinois
$874K +$812K +4,073 New
IWC
254
Integrated Wealth Concepts
Massachusetts
$862K +$25.7K +129 +3%
RRA
255
Round Rock Advisors
Connecticut
$836K +$399 +2 +0.1%
Millennium Management
256
Millennium Management
New York
$833K +$774K +3,883 New
MFG
257
Merit Financial Group
Georgia
$821K -$199 -1 -0%
AQR Capital Management
258
AQR Capital Management
Connecticut
$813K +$755K +3,788 New
PA
259
Pineridge Advisors
Missouri
$804K +$13.8K +69 +2%
MIS
260
Morningstar Investment Services
Illinois
$802K +$209K +1,049 +39%
CFGS
261
Concourse Financial Group Securities
Alabama
$769K +$105K +525 +17%
Janney Montgomery Scott
262
Janney Montgomery Scott
Pennsylvania
$768K +$97.7K +490 +16%
DT
263
Diversified Trust
Tennessee
$757K +$704K +3,531 New
KBFS
264
Kohmann Bosshard Financial Services
Ohio
$736K
GG
265
GenWealth Group
New Jersey
$734K -$12.4K -62 -2%
CFG
266
Citizens Financial Group
Rhode Island
$720K +$385K +1,930 +135%
CAG
267
Csenge Advisory Group
Florida
$718K -$578K -2,901 -46%
GWCM
268
Godshalk Welsh Capital Management
Pennsylvania
$715K -$14.9K -75 -2%
CSPIA
269
Cary Street Partners Investment Advisory
Virginia
$715K +$223K +1,118 +50%
CL
270
Choreo LLC
Illinois
$712K +$655K +3,285 New
LFAS
271
Level Four Advisory Services
Texas
$688K -$534K -2,679 -46%
SIAG
272
Safeguard Investment Advisory Group
California
$683K -$38.9K -195 -6%
MA
273
Montag & Associates
Georgia
$678K
Qube Research & Technologies (QRT)
274
Qube Research & Technologies (QRT)
United Kingdom
$673K +$561K +2,817 +886%
JIR
275
James Investment Research
Ohio
$662K -$51.6K -259 -8%

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.