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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
MFG
276
Merit Financial Group
Georgia
$731K -$108K -507 -13%
LFG
277
Larson Financial Group
Missouri
$713K +$42.6K +200 +7%
AM
278
Atwater Malick
Pennsylvania
$707K +$172K +808 +34%
BEI
279
Benjamin Edwards Inc
Missouri
$705K +$363K +1,708 +115%
SIAG
280
Safeguard Investment Advisory Group
California
$701K +$638 +3 +0.1%
RFN
281
Redwood Financial Network
Ohio
$691K +$90K +423 +16%
MA
282
Montag & Associates
Georgia
$684K -$10.9K -51 -2%
TA
283
TruWealth Advisors
Louisiana
$683K +$65.8K +309 +11%
AWM
284
Apollon Wealth Management
South Carolina
$672K +$126K +590 +24%
SW
285
SMART Wealth
Nebraska
$662K +$289K +1,357 +82%
IWC
286
Integrated Wealth Concepts
Massachusetts
$661K -$216K -1,015 -25%
KeyBank National Association
287
KeyBank National Association
Ohio
$657K +$47.2K +222 +8%
BA
288
Ballast Advisors
Minnesota
$653K
BBHC
289
Brown Brothers Harriman & Co
New York
$651K
JIR
290
James Investment Research
Ohio
$637K -$40.2K -189 -6%
LFAS
291
Level Four Advisory Services
Texas
$634K -$65.3K -307 -10%
TAM
292
TCP Asset Management
Ohio
$633K +$612K +2,877 New
SPC
293
Sigma Planning Corp
Michigan
$628K -$620K -2,912 -50%
BC
294
Belmont Capital
California
$626K +$606K +2,847 New
CIBC World Market
295
CIBC World Market
Ontario, Canada
$621K +$4.89K +23 +0.8%
SPIA
296
Steward Partners Investment Advisory
New York
$618K -$12.8K -60 -2%
NPF
297
Norris Perne & French
Michigan
$616K
Nomura Asset Management
298
Nomura Asset Management
Japan
$611K
NEWAS
299
N.E.W. Advisory Services
Wisconsin
$596K +$638 +3 +0.1%
MWA
300
Merkkuri Wealth Advisors
New York
$595K +$638 +3 +0.1%

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.