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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
WF
51
Williams Financial
Vermont
$24.3M -$399 -2 -0%
GRP
52
Global Retirement Partners
California
$24M +$3.98M +19,955 +22%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$23.4M +$1.89M +9,493 +10%
9WM
54
9258 Wealth Management
Ohio
$22.7M -$1M -5,025 -5%
BIG
55
Bush Investment Group
Georgia
$22.3M +$115K +578 +0.6%
KFG
56
Kingdom Financial Group
Arizona
$22.3M +$1.98M +9,960 +11%
M&T Bank
57
M&T Bank
New York
$21.2M -$355K -1,782 -2%
VA
58
Valmark Advisers
Ohio
$20.1M -$214K -1,075 -1%
HGWM
59
Horst & Graben Wealth Management
Oregon
$19.3M +$104K +521 +0.6%
VOYA Investment Management
60
VOYA Investment Management
Georgia
$18M +$4.84M +24,298 +41%
DC
61
Davenport & Co
Virginia
$17.1M +$645K +3,239 +4%
ZIMP
62
Zimmermann Investment Management & Planning
Pennsylvania
$15.9M +$3.33M +16,718 +29%
FPCG
63
Forum Private Client Group
Indiana
$15M -$176K -885 -1%
AWS
64
Atria Wealth Solutions
New York
$14.8M -$1.21M -6,068 -8%
WWM
65
WJ Wealth Management
Arizona
$14.6M +$698K +3,502 +5%
SFPG
66
Stonebridge Financial Planning Group
Florida
$14.5M -$233K -1,168 -2%
BCM
67
Brookstone Capital Management
Illinois
$14.1M +$683K +3,426 +6%
TAM
68
Titleist Asset Management
Texas
$13.3M -$183K -918 -1%
IRC
69
Investors Research Corp
Georgia
$13.2M +$599K +3,006 +5%
ML
70
McAdam LLC
Pennsylvania
$12.9M -$331K -1,659 -3%
FCM
71
Family Capital Management
Michigan
$12.8M -$228K -1,144 -2%
SW
72
Simplicity Wealth
New Jersey
$12.6M -$10.5M -52,482 -47%
KA
73
Kovack Advisors
Florida
$12.4M +$11.5M +57,751 New
CFG
74
Cosner Financial Group
Colorado
$12.2M -$136K -684 -1%
Goldman Sachs
75
Goldman Sachs
New York
$12.1M +$9.98M +50,057 +809%

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.