iShares Russell Top 200 Growth ETF
455 hedge funds and large institutions have $7.8B invested in iShares Russell Top 200 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 194 increasing their positions, 127 reducing their positions, and 24 closing their positions.
150% more first-time investments, than exits
New positions opened: 60 | Existing positions closed: 24
67% more call options, than puts
Call options by funds: $390K | Put options by funds: $234K
53% more repeat investments, than reductions
Existing positions increased: 194 | Existing positions reduced: 127
7% more funds holding
Funds holding: 424 → 455 (+31)
5% more capital invested
Capital invested by funds: $7.45B → $7.8B (+$349M)
0% more funds holding in top 10
Funds holding in top 10: 42 → 42 (0)
1.72% less ownership
Funds ownership: 88.07% → 86.34% (-1.7%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$137M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$127M |
| 3 |
Mariner
Overland Park,
Kansas
|
+$116M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$92.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$57.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$202M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$124M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$113M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$23M |
| 5 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$17.4M |
IWY Hedge Fund Activity: Q1 2024 in Review
455 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2024, worth a combined $7.8B — up 4.7% from $7.45B a quarter earlier.
Buyers outnumbered sellers: 60 funds opened new IWY positions and 24 closed out — a net gain of 36 holders — while 194 added to existing stakes and 127 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $137M. The largest seller was Morgan Stanley, cutting an estimated $202M.
- 455 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2024, up from 424 in Q4 2023.
- Funds reported $7.8B of iShares Russell Top 200 Growth ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
- 60 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2024 and 24 closed out, a net change of +36 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $137M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $202M sold.
Based on aggregated 13F filings for Q1 2024.