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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
KFP
301
KMG Fiduciary Partners
Ohio
$592K +$572K +2,690 New
SWP
302
SIMA Wealth Partners
Virginia
$591K
Financial Engines Advisors
303
Financial Engines Advisors
California
$587K +$567K +2,666 New
Bank of New York Mellon
304
Bank of New York Mellon
New York
$580K
WEG
305
World Equity Group
Illinois
$569K +$551K +2,588 New
TCM
306
Triumph Capital Management
Colorado
$564K +$546K +2,564 New
KCFA
307
Key Client Fiduciary Advisors
New Jersey
$564K +$638 +3 +0.1%
PFG
308
Pacific Financial Group
Washington
$546K +$638 +3 +0.1%
NWMG
309
National Wealth Management Group
Ohio
$545K -$125K -586 -19%
MWM
310
Mission Wealth Management
California
$543K
AI
311
ArchPoint Investors
Florida
$539K
BFA
312
Beaumont Financial Advisors
Massachusetts
$534K
IFG
313
Independent Financial Group
California
$531K -$33.4K -157 -6%
YWM
314
Yoder Wealth Management
California
$531K
TCWM
315
Total Clarity Wealth Management
Illinois
$529K -$75.8K -356 -13%
RFC
316
Regions Financial Corp
Alabama
$528K
HAS
317
HBW Advisory Services
California
$526K +$509K +2,392 New
FA
318
FSA Advisors
Michigan
$520K +$64K +301 +14%
TSWM
319
Tyler-Stone Wealth Management
Ohio
$518K +$250K +1,176 +100%
MCWS
320
McKinley Carter Wealth Services
West Virginia
$512K -$24.5K -115 -5%
CAL
321
Capital Analysts LLC
Pennsylvania
$506K +$286K +1,344 +140%
TC
322
TownSquare Capital
Utah
$498K -$4.68K -22 -1%
BFA
323
Beacon Financial Advisory
Ohio
$494K -$34.3K -161 -7%
ET
324
Equitable Trust
Tennessee
$489K
FHA
325
Flagship Harbor Advisors
Massachusetts
$480K -$20.2K -95 -4%

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.