We are live on ! Find out more
IWY icon

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
OPS
26
Orion Portfolio Solutions
Nebraska
$67.8M +$1.12M +5,607 +2%
FCAM
27
First Citizens Asset Management
North Carolina
$65.7M -$350K -1,758 -0.6%
SWA
28
SOA Wealth Advisors
New York
$63.5M -$5.05M -25,357 -8%
PS
29
Portfolio Strategies
New York
$58.1M +$11.9M +59,634 +28%
CCWA
30
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.1M -$1.15M -5,777 -2%
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$57.4M +$2.47M +12,384 +5%
BMCM
32
Bryn Mawr Capital Management
Pennsylvania
$56.7M +$2.37M +11,885 +5%
AAS
33
Avantax Advisory Services
Texas
$55.7M +$6.43M +32,244 +14%
Royal Bank of Canada
34
Royal Bank of Canada
Ontario, Canada
$51.9M -$165K -830 -0.3%
OCM
35
One Capital Management
California
$49.8M +$40.7K +204 +0.1%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$46.4M +$42.7M +214,247 +48,693%
WBG
37
Wharton Business Group
Pennsylvania
$42.8M -$18.9K -95 -0%
KAS
38
Kestra Advisory Services
Texas
$41.8M +$29.5M +148,046 +268%
HighTower Advisors
39
HighTower Advisors
Illinois
$38.3M +$1.63M +8,179 +5%
VFG
40
Victory Financial Group
Texas
$36.2M +$3.12M +15,631 +10%
EH
41
Equitable Holdings
New York
$34.8M +$10.5M +52,537 +48%
NA
42
NewEdge Advisors
Louisiana
$32.9M +$1.04M +5,223 +4%
KPWS
43
Kestra Private Wealth Services
Texas
$32M +$3.67M +18,406 +14%
HFS
44
Hantz Financial Services
Michigan
$30.5M -$3.27M -16,401 -10%
CWAG
45
Compton Wealth Advisory Group
Virginia
$30.1M -$468K -2,348 -2%
PS
46
Principal Securities
Iowa
$28.6M +$2.57M +12,880 +11%
PMG
47
ProVise Management Group
Florida
$25.8M +$5.09M +25,564 +27%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$24.8M -$1.81M -9,101 -7%
ACA
49
Aspire Capital Advisors
Washington
$24.7M +$783K +3,929 +4%
Thrivent Financial for Lutherans
50
Thrivent Financial for Lutherans
Minnesota
$24.5M -$12.8M -64,194 -36%

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.