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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
CCWA
26
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$58.6M -$998K -4,692 -2%
OCM
27
One Capital Management
California
$52.4M +$1.29M +6,076 +3%
Two Sigma Investments
28
Two Sigma Investments
New York
$52.3M +$42.6M +200,100 +532%
AAS
29
Avantax Advisory Services
Texas
$52.2M -$4.7M -22,091 -9%
Royal Bank of Canada
30
Royal Bank of Canada
Ontario, Canada
$51.6M -$1.62M -7,593 -3%
BMCM
31
Bryn Mawr Capital Management
Pennsylvania
$51.1M -$6.8M -31,958 -12%
KAS
32
Kestra Advisory Services
Texas
$44.8M +$113K +529 +0.3%
WBG
33
Wharton Business Group
Pennsylvania
$44.7M +$758K +3,560 +2%
NA
34
NewEdge Advisors
Louisiana
$39.9M +$5.94M +27,937 +18%
EH
35
Equitable Holdings
New York
$39.6M +$3.71M +17,435 +11%
Cetera Investment Advisers
36
Cetera Investment Advisers
Illinois
$37.5M -$20.6M -96,869 -36%
HighTower Advisors
37
HighTower Advisors
Illinois
$36.3M -$2.85M -13,378 -7%
HFS
38
Hantz Financial Services
Michigan
$35M +$3.58M +16,825 +12%
Bank of Montreal
39
Bank of Montreal
Ontario, Canada
$34.8M -$11.8M -55,633 -26%
Thrivent Financial for Lutherans
40
Thrivent Financial for Lutherans
Minnesota
$32.8M +$7.4M +34,758 +30%
KPWS
41
Kestra Private Wealth Services
Texas
$32.8M -$76.8K -361 -0.2%
CWAG
42
Compton Wealth Advisory Group
Virginia
$29.6M -$1.22M -5,737 -4%
SCM
43
Sterling Capital Management
North Carolina
$29.6M +$28.6M +134,561 New
SW
44
SVB Wealth
Massachusetts
$29.5M -$42.7M -200,810 -60%
PMG
45
ProVise Management Group
Florida
$27.7M +$1.14M +5,346 +4%
ACA
46
Aspire Capital Advisors
Washington
$26.3M +$978K +4,597 +4%
WF
47
Williams Financial
Vermont
$25.1M +$224K +1,053 +0.9%
WAP
48
Wealthcare Advisory Partners
Pennsylvania
$24M -$1.4M -6,588 -6%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$23M -$910K -4,275 -4%
GRP
50
Global Retirement Partners
California
$23M -$1.53M -7,181 -6%

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.