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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
ET
301
Equitable Trust
Tennessee
$433K
CSPIA
302
Cary Street Partners Investment Advisory
Virginia
$433K -$14K -75 -3%
RWP
303
Revolve Wealth Partners
New Jersey
$415K
FA
304
FSA Advisors
Michigan
$414K -$7.48K -40 -2%
ICM
305
Intrepid Capital Management
Florida
$412K -$16.1K -86 -4%
NWMG
306
National Wealth Management Group
Ohio
$412K +$79.6K +426 +25%
SAG
307
SageView Advisory Group
California
$402K -$850K -4,549 -64%
MCM
308
MidAtlantic Capital Management
Virginia
$399K
QCM
309
QRG Capital Management
Illinois
$388K -$28.8K -154 -7%
CWP
310
Cyndeo Wealth Partners
Florida
$366K
SRL
311
Scientech Research LLC
New Jersey
$365K +$349K +1,869 New
RWA
312
Rooted Wealth Advisors
Illinois
$358K +$9.35K +50 +3%
HWM
313
HRC Wealth Management
Idaho
$354K +$339K +1,812 New
PA
314
PFG Advisors
Arizona
$347K +$11.2K +60 +3%
VAG
315
VisionPoint Advisory Group
Texas
$346K +$12.7K +68 +4%
JIP
316
Jaffetilchin Investment Partners
Florida
$342K +$328K +1,754 New
BFA
317
Beacon Financial Advisory
Ohio
$341K +$90.7K +485 +38%
LIA
318
LifePlan Investment Advisors
North Carolina
$340K +$50.7K +271 +18%
PWP
319
Principle Wealth Partners
Connecticut
$339K
NB
320
NBT Bank
New York
$338K
CFD
321
Creative Financial Designs
Indiana
$336K +$30.7K +164 +11%
FFA
322
Founders Financial Alliance
North Carolina
$336K -$26.9K -144 -8%
CCT
323
Chemung Canal Trust
New York
$331K -$26.2K -140 -8%
FA
324
Fermata Advisors
California
$330K -$23.4K -125 -7%
LPP
325
Life Planning Partners
Florida
$328K +$311K +1,663 +9,782%

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.