iShares Russell Top 200 Growth ETF
IWY
587 hedge funds and large institutions have $10.7B invested in iShares Russell Top 200 Growth ETF in 2024 Q4 according to their latest regulatory filings, with 121 funds opening new positions, 218 increasing their positions, 158 reducing their positions, and 29 closing their positions.
317% more first-time investments, than exits
New positions opened: 121 | Existing positions closed: 29
54% more call options, than puts
Call options by funds: $800K | Put options by funds: $518K
38% more repeat investments, than reductions
Existing positions increased: 218 | Existing positions reduced: 158
27% more funds holding in top 10
Funds holding in top 10: 51 → 65 (+14)
27% more capital invested
Capital invested by funds: $8.45B → $10.7B (+$2.24B)
16% more funds holding
Funds holding: 506 → 587 (+81)
3.36% more ownership
Funds ownership: 79.84% → 83.2% (+3.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$539M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$188M |
| 3 |
Lido Advisors
Los Angeles,
California
|
+$115M |
| 4 |
LPL Financial
San Diego,
California
|
+$75.7M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$74.8M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
-$70.6M |
| 2 |
KAS
Kestra Advisory Services
Austin,
Texas
|
-$25.8M |
| 3 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$23M |
| 4 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$19.1M |
| 5 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$13.2M |
IWY Hedge Fund Activity: Q4 2024 in Review
587 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2024, worth a combined $10.7B — up 27% from $8.45B a quarter earlier.
Buyers outnumbered sellers: 121 funds opened new IWY positions and 29 closed out — a net gain of 92 holders — while 218 added to existing stakes and 158 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $539M. The largest seller was TIAA Trust, National Association, cutting an estimated $70.6M.
- 587 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2024, up from 506 in Q3 2024.
- Funds reported $10.7B of iShares Russell Top 200 Growth ETF stock for Q4 2024, up 27% quarter-over-quarter.
- 121 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2024 and 29 closed out, a net change of +92 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q4 2024 was Envestnet Asset Management, an estimated $539M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q4 2024 was TIAA Trust, National Association, an estimated $70.6M sold.
Based on aggregated 13F filings for Q4 2024.