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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
HT
326
Heritage Trust
Oklahoma
$456K -$56.2K -282 -12%
HFA
327
Hershey Financial Advisers
Pennsylvania
$456K +$423K +2,125 New
RL
328
Retireful LLC
Michigan
$452K -$218K -1,094 -34%
ICM
329
Intrepid Capital Management
Florida
$447K -$5.58K -28 -1%
MCM
330
MidAtlantic Capital Management
Virginia
$438K
IAN
331
Integrated Advisors Network
Texas
$426K -$149K -750 -27%
IW
332
Instrumental Wealth
Florida
$417K +$138K +690 +51%
FA
333
FSA Advisors
Michigan
$414K
CWP
334
Cyndeo Wealth Partners
Florida
$402K
HWM
335
HRC Wealth Management
Idaho
$389K +$399 +2 +0.1%
WIC
336
Woodmont Investment Counsel
Tennessee
$383K +$356K +1,786 New
CT
337
Colonial Trust
South Carolina
$378K -$195K -980 -36%
LIA
338
LifePlan Investment Advisors
North Carolina
$375K +$797 +4 +0.2%
CAM
339
Concorde Asset Management
Michigan
$374K +$60.8K +305 +21%
PWP
340
Principle Wealth Partners
Connecticut
$372K
JIP
341
Jaffetilchin Investment Partners
Florida
$369K -$6.58K -33 -2%
FFA
342
Founders Financial Alliance
North Carolina
$369K -$1.2K -6 -0.3%
VAG
343
VisionPoint Advisory Group
Texas
$366K -$13.2K -66 -4%
CCT
344
Chemung Canal Trust
New York
$364K
NRC
345
New Republic Capital
North Carolina
$363K +$337K +1,691 New
FA
346
Fermata Advisors
California
$361K -$1.99K -10 -0.6%
LPP
347
Life Planning Partners
Florida
$360K
TPWA
348
TRUE Private Wealth Advisors
Oregon
$358K +$199 +1 +0.1%
MW
349
Members Wealth
Pennsylvania
$358K +$289K +1,452 New
SW
350
SMART Wealth
Nebraska
$354K +$8.97K +45 +3%

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.