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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
TAM
426
Townsend Asset Management
North Carolina
$193K +$186K +875 New
BCP
427
Blue Chip Partners
Michigan
$181K +$4.26K +20 +2%
RP
428
Rice Partnership
Hawaii
$174K
CJ
429
Caitlin John
Michigan
$167K -$37.5K -176 -20%
CTWM
430
Cherry Tree Wealth Management
Minnesota
$157K
FAM
431
Family Asset Management
South Carolina
$153K -$1.28K -6 -0.9%
RCM
432
Raleigh Capital Management
North Carolina
$149K
EWM
433
EPG Wealth Management
Georgia
$146K +$141K +664 New
GWSG
434
GPS Wealth Strategies Group
Colorado
$146K +$213 +1 +0.2%
PFBT
435
Parkside Financial Bank & Trust
Missouri
$144K
CFFP
436
Center for Financial Planning
Michigan
$136K
KFI
437
Key Financial Inc
Pennsylvania
$132K
ADL
438
Asset Dedication LLC
California
$121K
CF
439
Centaurus Financial
California
$120K +$2.34K +11 +2%
FWA
440
FSC Wealth Advisors
New York
$116K +$213 +1 +0.2%
AWA
441
Authentikos Wealth Advisory
California
$115K +$111K +523 New
FDCDDQ
442
Federation des caisses Desjardins du Quebec
Quebec, Canada
$95.3K +$25.3K +119 +38%
FW
443
Fairway Wealth
Ohio
$91.5K
ACA
444
Aptus Capital Advisors
Alabama
$88.9K
RFS
445
Richardson Financial Services
Massachusetts
$82.4K
HPC
446
HM Payson & Co
Maine
$79.9K
Franklin Resources
447
Franklin Resources
California
$71.1K +$10.2K +48 +18%
TC
448
Truvestments Capital
Florida
$70.4K +$68.1K +320 New
SIC
449
Salem Investment Counselors
North Carolina
$65.8K -$63.8K -300 -50%
Simplex Trading
450
Simplex Trading
Illinois
$63K -$7.45K -35 -11%

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.