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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
TPWA
326
TRUE Private Wealth Advisors
Oregon
$326K +$374 +2 +0.1%
RWPA
327
Richard W. Paul & Associates
Michigan
$322K -$119K -637 -28%
GC
328
Grimes & Company
Massachusetts
$322K
SW
329
SMART Wealth
Nebraska
$313K +$10.7K +57 +4%
WEG
330
World Equity Group
Illinois
$312K +$22.6K +121 +8%
Mercer Global Advisors
331
Mercer Global Advisors
Colorado
$301K +$288K +1,543 New
EWA
332
EP Wealth Advisors
California
$299K -$1.68K -9 -0.6%
BEI
333
Benjamin Edwards Inc
Missouri
$299K -$2.8K -15 -1%
CJ
334
Caitlin John
Michigan
$298K
CAM
335
Creekmur Asset Management
Illinois
$297K -$185K -992 -39%
LFP
336
Leeward Financial Partners
Washington
$293K
Cerity Partners
337
Cerity Partners
New York
$281K +$269K +1,441 New
CAM
338
Concorde Asset Management
Michigan
$280K +$21.1K +113 +9%
BWA
339
BCU Wealth Advisors
Illinois
$279K +$374 +2 +0.1%
IFG
340
Independent Financial Group
California
$279K +$29.5K +158 +12%
CFG
341
Citizens Financial Group
Rhode Island
$279K +$374 +2 +0.1%
MM
342
Meridian Management
Arkansas
$277K
SCA
343
Sandy Cove Advisors
Massachusetts
$277K
SIS
344
Sound Income Strategies
Florida
$277K +$14K +75 +6%
FFA
345
Farther Finance Advisors
California
$276K +$111K +594 +73%
AFC
346
AFT Forsyth & Company
Florida
$275K +$187 +1 +0.1%
IW
347
Instrumental Wealth
Florida
$273K +$46.4K +248 +23%
NPFS
348
Novak & Powell Financial Services
Florida
$273K
SG
349
StoneX Group
New York
$273K +$262K +1,400 New
BCM
350
BluePath Capital Management
Georgia
$272K -$3.74K -20 -1%

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.