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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
GLR
501
Great Lakes Retirement
Ohio
$1.72K +$1.59K +8 New
LFA
502
LGT Financial Advisors
Texas
$1.38K
TWC
503
TD Waterhouse Canada
Ontario, Canada
$1.08K +$996 +5 New
FHC
504
First Heartland Consultants
Missouri
$866 +$29.7K +149 +4%
DFA
505
DHJJ Financial Advisors
Illinois
$859
LNC
506
Lincoln National Corp
Pennsylvania
-$4.8M -24,627 Closed
DWM
507
Darwin Wealth Management
Florida
-$3.31M -16,983 Closed
SAW
508
Signal Advisors Wealth
Michigan
-$2.94M -15,054 Closed
Citadel Advisors
509
Citadel Advisors
Florida
-$2.66M -13,368 Closed
WWS
510
Wellington Wealth Strategies
Indiana
-$2.42M -12,405 Closed
TRCT
511
Tower Research Capital (TRC)
New York
-$1.82M -9,348 Closed
MWM
512
Meridian Wealth Management
Kentucky
-$1.71M -8,766 Closed
ES
513
Eagle Strategies
New York
-$1.29M -6,613 Closed
CAM
514
Cresset Asset Management
Illinois
-$901K -4,616 Closed
FF
515
Fluent Financial
Texas
-$720K -3,691 Closed
NL
516
NWAM LLC
Washington
-$677K -3,462 Closed
T. Rowe Price Associates
517
T. Rowe Price Associates
Maryland
-$603K -3,089 Closed
QCM
518
QRG Capital Management
Illinois
-$388K -1,987 Closed
SRL
519
Scientech Research LLC
New Jersey
-$365K -1,869 Closed
WEG
520
World Equity Group
Illinois
-$312K -1,600 Closed
Mercer Global Advisors
521
Mercer Global Advisors
Colorado
-$301K -1,543 Closed
LFP
522
Leeward Financial Partners
Washington
-$293K -1,504 Closed
HIC
523
Hartline Investment Corp
Illinois
-$271K -1,388 Closed
QWM
524
Quadcap Wealth Management
Texas
-$235K -1,206 Closed
TC
525
Truvestments Capital
Florida
-$225K -1,155 Closed

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.