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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
KCFA
301
Key Client Fiduciary Advisors
New Jersey
$549K +$598 +3 +0.1%
FC
302
Forte Capital
New York
$540K -$37.9K -190 -7%
FAIM
303
Financial Advocates Investment Management
Washington
$537K -$1.22M -6,138 -71%
PFG
304
Pacific Financial Group
Washington
$532K +$399 +2 +0.1%
Cerity Partners
305
Cerity Partners
New York
$531K +$206K +1,033 +72%
MWM
306
Mission Wealth Management
California
$530K -$50.4K -253 -9%
AWM
307
Apollon Wealth Management
South Carolina
$529K -$125K -627 -20%
AI
308
ArchPoint Investors
Florida
$526K
MCWS
309
McKinley Carter Wealth Services
West Virginia
$523K
BFA
310
Beaumont Financial Advisors
Massachusetts
$520K
LA
311
LexAurum Advisors
Kansas
$518K -$16.1K -81 -3%
YWM
312
Yoder Wealth Management
California
$517K
BFA
313
Beacon Financial Advisory
Ohio
$517K +$132K +660 +38%
AM
314
Atwater Malick
Pennsylvania
$515K +$479K +2,403 New
RFC
315
Regions Financial Corp
Alabama
$514K
GC
316
Gratus Capital
Georgia
$511K
RA
317
Rodgers & Associates
Pennsylvania
$500K
OLVIG
318
Oliver Lagore Vanvalin Investment Group
Michigan
$491K +$1.4K +7 +0.3%
TC
319
TownSquare Capital
Utah
$490K -$44.4K -223 -9%
FHA
320
Flagship Harbor Advisors
Massachusetts
$489K -$25.5K -128 -5%
FPWM
321
FSB Premier Wealth Management
Iowa
$484K -$2.79K -14 -0.6%
BOSSRA
322
B.O.S.S. Retirement Advisors
Utah
$477K +$443K +2,222 New
ET
323
Equitable Trust
Tennessee
$476K
AFP
324
Alpha Financial Partners
Kentucky
$464K -$16.5K -83 -4%
RWP
325
Revolve Wealth Partners
New Jersey
$456K

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.