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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
FA
351
Fermata Advisors
California
$370K
LPP
352
Life Planning Partners
Florida
$370K
VR
353
Valued Retirements
Texas
$366K +$354K +1,664 New
GC
354
Grimes & Company
Massachusetts
$364K +$638 +3 +0.2%
VP
355
Verum Partners
North Carolina
$359K +$638 +3 +0.2%
FA
356
FC Advisory
Pennsylvania
$350K +$339K +1,592 New
CCT
357
Chemung Canal Trust
New York
$348K -$25.3K -119 -7%
CFD
358
Creative Financial Designs
Indiana
$344K +$213 +1 +0.1%
FAIM
359
Financial Advocates Investment Management
Washington
$342K -$157K -739 -30%
NB
360
NBT Bank
New York
$337K
BCM
361
Bourgeon Capital Management
Connecticut
$336K +$325K +1,525 New
RWA
362
Rooted Wealth Advisors
Illinois
$332K -$23.2K -109 -7%
EFG
363
Ethos Financial Group
Pennsylvania
$330K -$7.47M -35,100 -96%
BWA
364
BCU Wealth Advisors
Illinois
$316K +$426 +2 +0.1%
PA
365
PFG Advisors
Arizona
$316K +$426 +2 +0.1%
EWA
366
EP Wealth Advisors
California
$315K -$21.5K -101 -7%
MM
367
Meridian Management
Arkansas
$313K
SCA
368
Sandy Cove Advisors
Massachusetts
$312K
GA
369
Goldstein Advisors
Wisconsin
$312K
TPWA
370
TRUE Private Wealth Advisors
Oregon
$311K -$54.5K -256 -15%
AFC
371
AFT Forsyth & Company
Florida
$311K +$213 +1 +0.1%
DP
372
DDD Partners
Washington
$310K +$300K +1,410 New
NPFS
373
Novak & Powell Financial Services
Florida
$308K
AAS
374
Ameritas Advisory Services
Nebraska
$307K -$304K -1,429 -51%
CB
375
Commerce Bank
Missouri
$304K -$22.3K -105 -7%

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.