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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
GWM
76
Geneos Wealth Management
Colorado
$12M -$302K -1,515 -3%
ECA
77
Elevation Capital Advisory
Oregon
$11.9M +$11.1M +55,542 New
BFWA
78
Benchmark Financial Wealth Advisors
Florida
$10.9M +$1.44M +7,246 +17%
AWM
79
Aspire Wealth Management
Massachusetts
$10.7M +$644K +3,229 +7%
JF
80
JSF Financial
California
$10.6M +$486K +2,437 +5%
CAC
81
Certified Advisory Corp
Florida
$10.2M +$1.38M +6,930 +17%
BWFA
82
Baltimore-Washington Financial Advisors
Maryland
$10.1M +$383K +1,922 +4%
AAS
83
Asset Allocation Strategies
Michigan
$10.1M +$297K +1,489 +3%
MA
84
MONECO Advisors
Connecticut
$10.1M +$4.59M +23,037 +97%
TFS
85
Thoroughbred Financial Services
Tennessee
$9.83M +$1.93M +9,708 +27%
SWP
86
Stratos Wealth Partners
Ohio
$9.77M -$5.83M -29,271 -39%
BRWA
87
B. Riley Wealth Advisors
Florida
$9.64M +$6.8M +34,136 +316%
AF
88
Apexium Financial
Texas
$9.46M +$674K +3,380 +8%
RJA
89
Raymond James & Associates
Florida
$9.45M -$986K -4,949 -10%
MIA
90
Milestone Investment Advisors
Wisconsin
$9.33M -$1.53M -7,671 -15%
PAG
91
Private Advisor Group
New Jersey
$9.31M +$1.82M +9,145 +27%
CA
92
Crumly & Associates
Illinois
$9.21M -$702K -3,525 -8%
WIA
93
World Investment Advisors
California
$9.05M +$96.5K +484 +1%
VFPW
94
Vantage Financial Partners (Wisconsin)
Wisconsin
$8.52M +$86.5K +434 +1%
Two Sigma Investments
95
Two Sigma Investments
New York
$8.07M -$14.1M -70,700 -65%
EFG
96
Ethos Financial Group
Pennsylvania
$7.85M +$121K +608 +2%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$7.68M +$764K +3,833 +12%
PCIA
98
Prime Capital Investment Advisors
Kansas
$7.6M -$354K -1,775 -5%
JSW
99
Journey Strategic Wealth
New Jersey
$7.6M -$94.9K -476 -1%
WGCA
100
Wolf Group Capital Advisors
Virginia
$7.43M -$726K -3,645 -10%

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.