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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
IAIM
401
International Assets Investment Management
Florida
$226K
SF
402
Slagle Financial
Illinois
$221K +$797 +4 +0.4%
FIM
403
Freedom Investment Management
Connecticut
$221K -$24.5K -123 -11%
SMC
404
Smith, Moore & Co
Missouri
$220K +$204K +1,024 New
NQWM
405
Northwest Quadrant Wealth Management
Oregon
$219K +$204K +1,022 New
ACM
406
Absolute Capital Management
Pennsylvania
$218K +$202K +1,015 New
KWM
407
Keebeck Wealth Management
Illinois
$217K +$202K +1,012 New
OIA
408
OneDigital Investment Advisors
Kansas
$216K +$200K +1,006 New
WS
409
Wedbush Securities
California
$215K -$8.97K -45 -4%
FPCP
410
Fort Point Capital Partners
California
$214K +$199K +999 New
BPA
411
Beacon Pointe Advisors
California
$213K +$198K +995 New
FA
412
Fiduciary Alliance
South Carolina
$211K +$193K +966 New
FC
413
Financial Council
Maryland
$211K +$196K +984 New
MPWT
414
MassMutual Private Wealth & Trust
Connecticut
$208K +$399 +2 +0.2%
CAL
415
Capital Analysts LLC
Pennsylvania
$205K +$199 +1 +0.1%
SL
416
Sentinus LLC
Illinois
$205K +$190K +955 New
TFM
417
Trademark Financial Management
Minnesota
$203K +$189K +946 New
SC
418
SouthState Corp
Florida
$199K
CJ
419
Caitlin John
Michigan
$192K -$126K -632 -41%
Citigroup
420
Citigroup
New York
$182K +$141K +708 +502%
BCP
421
Blue Chip Partners
Michigan
$172K +$160K +801 New
RP
422
Rice Partnership
Hawaii
$169K
EWM
423
EPG Wealth Management
Georgia
$168K -$156K -784 Closed
CTWM
424
Cherry Tree Wealth Management
Minnesota
$153K
FAM
425
Family Asset Management
South Carolina
$151K +$140K +702 New

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.