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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
TF
476
Tompkins Financial
New York
$22K
PGAM
477
Princeton Global Asset Management
New Jersey
$21.6K -$100K -472 -83%
LC
478
Lindbrook Capital
California
$20.9K
CIA
479
Cape Investment Advisory
Georgia
$20K +$6.6K +31 +52%
GJWM
480
Gilliland Jeter Wealth Management
Arkansas
$19.4K
AIM
481
Anchor Investment Management
South Carolina
$18.7K
FCA
482
FinTrust Capital Advisors
South Carolina
$18.3K
PA
483
Parallel Advisors
California
$18.3K -$45.5K -214 -72%
CMA
484
Cedar Mountain Advisors
Oregon
$16.9K
WWP
485
WR Wealth Planners
Missouri
$15.8K +$213 +1 +1%
SSB
486
Sandy Spring Bank
Maryland
$15.4K +$2.55K +12 +21%
HFS
487
Horizon Financial Services
North Carolina
$13.1K +$213 +1 +2%
BCMLT
488
Beacon Capital Management LLC (Tennessee)
Tennessee
$11K -$16K -75 -60%
SC
489
Stephens Consulting
Michigan
$10.8K +$10.4K +49 New
RL
490
Rogco LP
Oklahoma
$10.3K +$10K +47 New
EWA
491
EverSource Wealth Advisors
Alabama
$9.9K
National Bank of Canada
492
National Bank of Canada
Quebec, Canada
$8.8K
PA
493
PSI Advisors
Florida
$8.58K -$851 -4 -9%
DF
494
Dunhill Financial
United Kingdom
$7.88K
OW
495
Olistico Wealth
Oklahoma
$7.5K +$638 +3 +10%
Belvedere Trading
496
Belvedere Trading
Illinois
$6.16K -$88.5K -416 -94%
HI
497
Horizon Investments
North Carolina
$5.5K
CCMW
498
Cypress Capital Management (Wyoming)
Wyoming
$4.84K
BAM
499
Byrne Asset Management
New Jersey
$4.4K
PP
500
Pacifica Partners
Canada
$4.39K

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.