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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
376
Fiduciary Alliance
South Carolina
$303K +$87.5K +411 +43%
BFPW
377
BOK Financial Private Wealth
Colorado
$302K
WP
378
WMS Partners
Maryland
$299K +$25.5K +120 +10%
FFA
379
Farther Finance Advisors
California
$297K -$14.3K -67 -5%
PWM
380
Prosperity Wealth Management
California
$296K -$3.83K -18 -1%
SXL
381
Summit X LLC
Missouri
$296K -$14K -66 -5%
GIA
382
Gladstone Institutional Advisory
Florida
$291K
AWM
383
Able Wealth Management
New Jersey
$291K +$281K +1,322 New
CWS
384
Confluence Wealth Services
Pennsylvania
$289K -$2.98K -14 -1%
FFO
385
Fiduciary Family Office
Florida
$288K -$42.8K -201 -13%
BCA
386
Bay Colony Advisors
Massachusetts
$283K -$21.3K -100 -7%
CFP
387
Catalyst Financial Partners
Massachusetts
$282K
Bessemer Group
388
Bessemer Group
New Jersey
$282K
WIC
389
Whitegate Investment Counselors
New Hampshire
$279K -$37K -174 -12%
SFC
390
Strategic Financial Concepts
Texas
$279K -$48.3M -226,936 -99%
SAM
391
Smartleaf Asset Management
Massachusetts
$274K
PIP
392
Peachtree Investment Partners
Florida
$273K +$264K +1,240 New
PFPT
393
Pinnacle Financial Partners (Tennessee)
Tennessee
$272K +$263K +1,238 New
NAS
394
NWF Advisory Services
California
$270K +$426 +2 +0.2%
OA
395
Operose Advisors
Wisconsin
$268K
Kayne Anderson Rudnick Investment Management
396
Kayne Anderson Rudnick Investment Management
California
$264K
RIA
397
Regal Investment Advisors
Michigan
$260K -$365K -1,714 -59%
SIS
398
Sound Income Strategies
Florida
$259K
NCFG
399
New Century Financial Group
New Jersey
$254K -$1.09M -5,103 -82%
MAC
400
Mason & Associates (California)
California
$254K +$5.53K +26 +2%

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.