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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
SA
251
Stewardship Advisors
Pennsylvania
$928K -$83.4K -392 -9%
ECA
252
Elevated Capital Advisors
Utah
$920K -$1.7M -7,991 -66%
Carson Wealth (CWM LLC)
253
Carson Wealth (CWM LLC)
Nebraska
$916K -$49.2K -231 -5%
Janney Montgomery Scott
254
Janney Montgomery Scott
Pennsylvania
$911K +$120K +563 +16%
SEM
255
Strategic Equity Management
Arizona
$909K -$102K -481 -10%
CF
256
Cyr Financial
Illinois
$905K +$8.09K +38 +0.9%
AA
257
Advisory Alpha
Michigan
$903K -$19.6K -92 -2%
Tudor Investment Corp
258
Tudor Investment Corp
Connecticut
$896K +$867K +4,074 New
NW
259
NewEdge Wealth
Pennsylvania
$874K +$236K +1,110 +39%
MCM
260
MAI Capital Management
Ohio
$872K -$120K -565 -12%
RRA
261
Round Rock Advisors
Connecticut
$871K +$12.8K +60 +2%
CFG
262
CMC Financial Group
Georgia
$861K +$548K +2,577 +193%
AQR Capital Management
263
AQR Capital Management
Connecticut
$834K
FC
264
Forte Capital
New York
$813K +$251K +1,179 +47%
SC
265
Savant Capital
Illinois
$807K +$549K +2,581 +237%
DT
266
Diversified Trust
Tennessee
$805K +$26.6K +125 +4%
CFGS
267
Concourse Financial Group Securities
Alabama
$785K -$3.19K -15 -0.4%
FHC
268
First Heartland Consultants
Missouri
$775K -$110K -515 -13%
PA
269
Pineridge Advisors
Missouri
$771K -$51.9K -244 -7%
CWM
270
Cahaba Wealth Management
Georgia
$768K -$524K -2,462 -41%
GWCM
271
Godshalk Welsh Capital Management
Pennsylvania
$767K +$31.9K +150 +4%
KBFS
272
Kohmann Bosshard Financial Services
Ohio
$755K
GG
273
GenWealth Group
New Jersey
$750K -$2.98K -14 -0.4%
CFG
274
Citizens Financial Group
Rhode Island
$736K -$2.55K -12 -0.4%
CL
275
Choreo LLC
Illinois
$731K +$19.6K +92 +3%

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.