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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
RCM
426
Raleigh Capital Management
North Carolina
$145K
GWSG
427
GPS Wealth Strategies Group
Colorado
$142K +$51K +256 +63%
PFBT
428
Parkside Financial Bank & Trust
Missouri
$141K
CFFP
429
Center for Financial Planning
Michigan
$133K
KFI
430
Key Financial Inc
Pennsylvania
$129K
RIA
431
Realta Investment Advisors
Delaware
$129K
SIC
432
Salem Investment Counselors
North Carolina
$128K
PGAM
433
Princeton Global Asset Management
New Jersey
$122K +$114K +570 New
BFEC
434
Benjamin F. Edwards & Company
Missouri
$119K
ADL
435
Asset Dedication LLC
California
$118K
CF
436
Centaurus Financial
California
$114K -$15.7K -79 -13%
FWA
437
FSC Wealth Advisors
New York
$113K
GI
438
Gradient Investments
Minnesota
$105K
Belvedere Trading
439
Belvedere Trading
Illinois
$95.2K +$88.5K +444 New
FW
440
Fairway Wealth
Ohio
$89.2K
ACA
441
Aptus Capital Advisors
Alabama
$86.7K -$9.57K -48 -11%
CA
442
Continuum Advisory
Idaho
$85.2K +$38.3K +192 +94%
RFS
443
Richardson Financial Services
Massachusetts
$82.4K -$3.59K -18 -4%
HPC
444
HM Payson & Co
Maine
$77.9K
Simplex Trading
445
Simplex Trading
Illinois
$69K +$64.8K +325 New
FDCDDQ
446
Federation des caisses Desjardins du Quebec
Quebec, Canada
$67.4K
TWP
447
Triad Wealth Partners
Kansas
$66.7K +$62K +311 New
PA
448
Parallel Advisors
California
$63.7K +$59.2K +297 New
WPA
449
West Paces Advisors
Georgia
$61.4K
CP
450
Castleview Partners
Texas
$59.2K +$199 +1 +0.4%

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.