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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
9WM
51
9258 Wealth Management
Ohio
$22.9M -$399K -1,873 -2%
BIG
52
Bush Investment Group
Georgia
$22.8M -$67.5K -317 -0.3%
M&T Bank
53
M&T Bank
New York
$21.7M -$71.9K -338 -0.3%
ICMM
54
Integrated Capital Management (Michigan)
Michigan
$21.1M +$20.4M +95,709 New
VA
55
Valmark Advisers
Ohio
$20.5M -$163K -768 -0.8%
HBS
56
Howard Bailey Securities
Indiana
$19.9M +$19.2M +90,280 New
ZIMP
57
Zimmermann Investment Management & Planning
Pennsylvania
$18.6M +$2.23M +10,503 +14%
DC
58
Davenport & Co
Virginia
$18.5M +$936K +4,401 +6%
HGWM
59
Horst & Graben Wealth Management
Oregon
$17.7M -$2.06M -9,704 -11%
MA
60
MONECO Advisors
Connecticut
$16.5M +$5.98M +28,112 +60%
BCM
61
Brookstone Capital Management
Illinois
$15.5M +$1.07M +5,033 +8%
FPCG
62
Forum Private Client Group
Indiana
$15.2M -$174K -819 -1%
WWM
63
WJ Wealth Management
Arizona
$15.1M +$84.9K +399 +0.6%
SFPG
64
Stonebridge Financial Planning Group
Florida
$14.8M -$89.2K -419 -0.6%
IRC
65
Investors Research Corp
Georgia
$14.4M +$810K +3,806 +6%
TAM
66
Titleist Asset Management
Texas
$14.1M +$428K +2,012 +3%
ML
67
McAdam LLC
Pennsylvania
$13.6M +$307K +1,444 +2%
FCM
68
Family Capital Management
Michigan
$13.3M +$84.5K +397 +0.7%
SW
69
Simplicity Wealth
New Jersey
$13.1M +$140K +658 +1%
VOYA Investment Management
70
VOYA Investment Management
Georgia
$12.9M -$5.41M -25,440 -30%
RJA
71
Raymond James & Associates
Florida
$12.8M +$3.04M +14,289 +32%
Goldman Sachs
72
Goldman Sachs
New York
$12.4M -$12.1K -57 -0.1%
CFG
73
Cosner Financial Group
Colorado
$12.3M -$40.4K -190 -0.3%
BFWA
74
Benchmark Financial Wealth Advisors
Florida
$12M +$814K +3,825 +8%
KA
75
Kovack Advisors
Florida
$12M -$705K -3,312 -6%

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.