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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
AssetMark Inc
501
AssetMark Inc
California
$4.18K -$34.5K -162 -90%
BCWM
502
Bartlett & Co Wealth Management
Ohio
$2.86K
FNWA
503
Financial Network Wealth Advisors
Utah
$2.2K +$2.13K +10 New
LFA
504
LGT Financial Advisors
Texas
$1.59K +$213 +1 +17%
QCG
505
Quadrant Capital Group
Ohio
$1.1K +$1.06K +5 New
DFA
506
DHJJ Financial Advisors
Illinois
$881
IAIM
507
International Assets Investment Management
Florida
$189 +$8.63M +40,535 +3,846%
CCMG
508
Clark Capital Management Group
Pennsylvania
-$185M -863,695 Closed
Susquehanna International Group
509
Susquehanna International Group
Pennsylvania
-$7.24M -33,737 Closed
SWM
510
SigFig Wealth Management
California
-$7.07M -32,951 Closed
Prudential Financial
511
Prudential Financial
New Jersey
-$5.94M -27,692 Closed
CWA
512
Centennial Wealth Advisory
Michigan
-$5.74M -26,769 Closed
EE
513
EWG Elevate
California
-$5.7M -26,555 Closed
IWS
514
Insight Wealth Strategies
California
-$4.38M -20,427 Closed
FTUS
515
Flow Traders U.S.
New York
-$3.67M -17,095 Closed
Renaissance Technologies
516
Renaissance Technologies
New York
-$3.58M -16,700 Closed
PAS
517
Park Avenue Securities
New York
-$3.22M -15,005 Closed
SAM
518
Synergy Asset Management
Washington
-$2.46M -11,488 Closed
GCP
519
GSA Capital Partners
United Kingdom
-$1.79M -8,335 Closed
CRI
520
Colonial River Investments
Virginia
-$1.57M -7,310 Closed
Jane Street
521
Jane Street
New York
-$1.39M -6,467 Closed
AI
522
Atria Investments
North Carolina
-$1.25M -5,807 Closed
KFS
523
Kelly Financial Services
Massachusetts
-$1.2M -5,573 Closed
Millennium Management
524
Millennium Management
New York
-$833K -3,883 Closed
MIS
525
Morningstar Investment Services
Illinois
-$802K -3,711 Closed

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.