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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
GC
351
Grimes & Company
Massachusetts
$354K +$199 +1 +0.1%
PFS
352
Prospera Financial Services
Texas
$351K -$1.49M -7,497 -82%
RWA
353
Rooted Wealth Advisors
Illinois
$351K -$41.5K -208 -11%
VP
354
Verum Partners
North Carolina
$350K +$325K +1,630 New
SG
355
StoneX Group
New York
$349K +$45K +226 +16%
TPA
356
Trivium Point Advisory
Connecticut
$342K +$318K +1,596 New
CFD
357
Creative Financial Designs
Indiana
$335K -$32.1K -161 -9%
SAM
358
Secure Asset Management
Michigan
$335K +$311K +1,560 New
EWA
359
EP Wealth Advisors
California
$329K +$199 +1 +0.1%
NB
360
NBT Bank
New York
$328K -$39.9K -200 -12%
BCM
361
BluePath Capital Management
Georgia
$325K +$24.3K +122 +9%
FFO
362
Fiduciary Family Office
Florida
$324K +$301K +1,512 New
CB
363
Commerce Bank
Missouri
$319K +$297K +1,488 New
BEI
364
Benjamin Edwards Inc
Missouri
$318K -$9.37K -47 -3%
SXL
365
Summit X LLC
Missouri
$311K +$13.4K +67 +5%
WIC
366
Whitegate Investment Counselors
New Hampshire
$310K +$288K +1,443 New
LSA
367
Lion Street Advisors
Texas
$309K +$287K +1,442 New
BWA
368
BCU Wealth Advisors
Illinois
$307K +$199 +1 +0.1%
PA
369
PFG Advisors
Arizona
$307K -$68.8K -345 -19%
FFA
370
Farther Finance Advisors
California
$307K +$996 +5 +0.4%
MM
371
Meridian Management
Arkansas
$305K +$199 +1 +0.1%
SCA
372
Sandy Cove Advisors
Massachusetts
$304K
GA
373
Goldstein Advisors
Wisconsin
$304K +$282K +1,416 New
AFC
374
AFT Forsyth & Company
Florida
$303K
BSW
375
Buckingham Strategic Wealth
Missouri
$303K +$29.7K +149 +12%

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.