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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
CAG
526
Csenge Advisory Group
Florida
-$718K -3,346 Closed
MWM
527
Maripau Wealth Management
Indiana
-$647K -3,018 Closed
IWM
528
Iams Wealth Management
Nebraska
-$627K -2,925 Closed
HF
529
HRT Financial
New York
-$566K -2,643 Closed
OC
530
Oppenheimer & Co
New York
-$566K -2,638 Closed
AFP
531
Alpha Financial Partners
Kentucky
-$464K -2,165 Closed
NRC
532
New Republic Capital
North Carolina
-$363K -1,691 Closed
SG
533
StoneX Group
New York
-$349K -1,626 Closed
TPA
534
Trivium Point Advisory
Connecticut
-$342K -1,596 Closed
LSA
535
Lion Street Advisors
Texas
-$309K -1,442 Closed
VCM
536
Virtue Capital Management
Tennessee
-$300K -1,386 Closed
CA
537
Calton & Associates
Florida
-$252K -1,176 Closed
NFSG
538
Newbridge Financial Services Group
Florida
-$227K -1,058 Closed
FIM
539
Freedom Investment Management
Connecticut
-$221K -1,029 Closed
ACM
540
Absolute Capital Management
Pennsylvania
-$218K -1,015 Closed
KWM
541
Keebeck Wealth Management
Illinois
-$217K -1,012 Closed
OIA
542
OneDigital Investment Advisors
Kansas
-$216K -1,006 Closed
WS
543
Wedbush Securities
California
-$215K -1,002 Closed
RIA
544
Realta Investment Advisors
Delaware
-$129K -600 Closed
GI
545
Gradient Investments
Minnesota
-$105K -489 Closed
TWP
546
Triad Wealth Partners
Kansas
-$66.7K -311 Closed
WIA
547
Wetzel Investment Advisors
Indiana
-$41K -210 Closed
PWMG
548
Private Wealth Management Group
New Jersey
-$27.2K -127 Closed
B
549
Birchbrook
Maine
-$17.6K -82 Closed
GIA
550
GHP Investment Advisors
Colorado
-$14.6K -68 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.