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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
1832 Asset Management
401
1832 Asset Management
Ontario, Canada
$253K
BCM
402
BluePath Capital Management
Georgia
$244K -$86K -404 -27%
CWMS
403
Cannon Wealth Management Services
North Carolina
$244K +$236K +1,108 New
Qube Research & Technologies (QRT)
404
Qube Research & Technologies (QRT)
United Kingdom
$240K -$435K -2,043 -65%
PGFC
405
Peapack-Gladstone Financial Corp
New Jersey
$238K
SMC
406
Smith, Moore & Co
Missouri
$237K +$10.9K +51 +5%
MWM
407
MY Wealth Management
Maryland
$232K +$224K +1,055 New
SF
408
Slagle Financial
Illinois
$227K +$638 +3 +0.3%
PFS
409
Prospera Financial Services
Texas
$225K -$130K -613 -37%
NQWM
410
Northwest Quadrant Wealth Management
Oregon
$225K +$426 +2 +0.2%
CIC
411
Chilton Investment Company
Connecticut
$224K +$217K +1,018 New
Lido Advisors
412
Lido Advisors
California
$223K +$216K +1,013 New
FPCP
413
Fort Point Capital Partners
California
$220K
BPA
414
Beacon Pointe Advisors
California
$219K +$213 +1 +0.1%
EFS
415
Essex Financial Services
Connecticut
$215K +$203K +955 New
MPWT
416
MassMutual Private Wealth & Trust
Connecticut
$211K -$2.34K -11 -1%
SL
417
Sentinus LLC
Illinois
$210K
CA
418
CoreCap Advisors
Michigan
$210K +$203K +953 New
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$209K +$199K +933 New
TFM
420
Trademark Financial Management
Minnesota
$209K +$851 +4 +0.4%
AWM
421
Aprio Wealth Management
Georgia
$208K +$201K +944 New
SC
422
SouthState Corp
Florida
$204K
FC
423
Financial Council
Maryland
$204K -$12.3K -58 -6%
BWA
424
BlueChip Wealth Advisors
Georgia
$203K +$197K +924 New
UAG
425
United Advisor Group
Ohio
$202K +$195K +918 New

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.