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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
RL
326
Retireful LLC
Michigan
$477K +$13.4K +63 +3%
FPWM
327
FSB Premier Wealth Management
Iowa
$469K -$27K -127 -6%
RWP
328
Revolve Wealth Partners
New Jersey
$468K
MCM
329
MidAtlantic Capital Management
Virginia
$467K +$16.8K +79 +4%
SOS
330
Silver Oak Securities
Tennessee
$466K -$4.06M -19,060 -90%
SAM
331
Secure Asset Management
Michigan
$462K +$114K +538 +34%
IW
332
Instrumental Wealth
Florida
$459K +$2.77K +13 +0.6%
TRCT
333
Tower Research Capital (TRC)
New York
$453K +$438K +2,058 New
OLVIG
334
Oliver Lagore Vanvalin Investment Group
Michigan
$449K -$52.8K -248 -11%
AFG
335
Argent Financial Group
Louisiana
$443K +$428K +2,013 New
LA
336
LexAurum Advisors
Kansas
$425K -$103K -483 -20%
IAN
337
Integrated Advisors Network
Texas
$418K -$19.2K -90 -5%
ICM
338
Intrepid Capital Management
Florida
$416K -$41.1K -193 -9%
CWP
339
Cyndeo Wealth Partners
Florida
$413K
WANY
340
Wealthspire Advisors (New York)
New York
$411K +$398K +1,869 New
JIP
341
Jaffetilchin Investment Partners
Florida
$402K +$23K +108 +6%
HWM
342
HRC Wealth Management
Idaho
$400K +$426 +2 +0.1%
WIC
343
Woodmont Investment Counsel
Tennessee
$393K +$213 +1 +0.1%
CT
344
Colonial Trust
South Carolina
$388K
MC
345
Moors & Cabot
Massachusetts
$387K +$87.2K +410 +30%
RA
346
Rodgers & Associates
Pennsylvania
$386K -$122K -575 -25%
LIA
347
LifePlan Investment Advisors
North Carolina
$385K +$426 +2 +0.1%
PWP
348
Principle Wealth Partners
Connecticut
$382K
FFA
349
Founders Financial Alliance
North Carolina
$378K
VAG
350
VisionPoint Advisory Group
Texas
$370K -$4.89K -23 -1%

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.