We are live on ! Find out more
IWY icon

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
BA
76
Bluesphere Advisors
Pennsylvania
$11.2M +$10.9M +51,119 New
AWM
77
Aspire Wealth Management
Massachusetts
$11.2M +$137K +642 +1%
CAC
78
Certified Advisory Corp
Florida
$11.1M +$702K +3,299 +7%
ECA
79
Elevation Capital Advisory
Oregon
$11.1M -$1.13M -5,290 -10%
BNP Paribas Financial Markets
80
BNP Paribas Financial Markets
France
$11M +$10.6M +49,828 +25,166%
TFS
81
Thoroughbred Financial Services
Tennessee
$10.8M +$713K +3,350 +7%
JF
82
JSF Financial
California
$10.7M -$127K -598 -1%
BWFA
83
Baltimore-Washington Financial Advisors
Maryland
$10.7M +$327K +1,537 +3%
AF
84
Apexium Financial
Texas
$10.3M +$567K +2,666 +6%
GWM
85
Geneos Wealth Management
Colorado
$10M -$2.16M -10,139 -18%
AAS
86
Asset Allocation Strategies
Michigan
$9.77M -$526K -2,471 -5%
JP Morgan Chase
87
JP Morgan Chase
New York
$9.77M +$2.63M +12,377 +39%
PIA
88
Perennial Investment Advisors
California
$9.71M +$8.15M +38,316 +665%
CA
89
Crumly & Associates
Illinois
$9.21M -$227K -1,066 -2%
Wealth Enhancement Advisory Services
90
Wealth Enhancement Advisory Services
Minnesota
$9.19M +$6.18M +29,058 +229%
SWP
91
Stratos Wealth Partners
Ohio
$8.87M -$1.12M -5,242 -12%
AA
92
Auxano Advisors
Washington
$8.82M +$1.86M +8,725 +28%
KFG
93
Kingdom Financial Group
Arizona
$8.68M -$959K -4,506 -4%
PAG
94
Private Advisor Group
New Jersey
$8.51M -$1.01M -4,726 -11%
JWM
95
Jackson Wealth Management
Florida
$8.26M +$3.28M +15,424 +70%
GM
96
GeoWealth Management
Illinois
$7.87M +$2.73M +12,811 +56%
Baird Financial Group
97
Baird Financial Group
Wisconsin
$7.77M -$107K -502 -1%
JSW
98
Journey Strategic Wealth
New Jersey
$7.68M -$110K -517 -1%
PCIA
99
Prime Capital Investment Advisors
Kansas
$7.64M -$155K -727 -2%
CAAS
100
Capital Asset Advisory Services
Michigan
$7.49M +$7.22M +33,948 New

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.