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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
VW
101
Veridan Wealth
Oregon
$7.32M +$5.92M +29,706 New
AWM
102
Ameliora Wealth Management
Switzerland
$7.29M +$1.81M +9,084 +36%
PWCM
103
Processus Wealth & Capital Management
Tennessee
$7.24M -$71.5K -359 -1%
Susquehanna International Group
104
Susquehanna International Group
Pennsylvania
$7.24M +$6.72M +33,737 New
SWM
105
SigFig Wealth Management
California
$7.07M +$355K +1,781 +6%
JP Morgan Chase
106
JP Morgan Chase
New York
$6.87M -$839K -4,208 -12%
AA
107
Auxano Advisors
Washington
$6.72M +$5.08M +25,507 +437%
FA
108
Flagstar Advisors
New York
$6.69M -$511K -2,565 -8%
IA
109
IFP Advisors
Florida
$6.54M -$3.63M -18,209 -37%
WA
110
Win Advisors
Florida
$6.51M -$6.28M -31,503 -51%
MOS
111
MGO One Seven
Ohio
$6.36M -$27.2M -136,579 -82%
BMCM
112
Burns Matteson Capital Management
New York
$6.23M -$224K -1,122 -4%
6F
113
626 Financial
Michigan
$6.08M +$599K +3,004 +12%
Prudential Financial
114
Prudential Financial
New Jersey
$5.94M +$1.52M +7,626 +38%
CWA
115
Centennial Wealth Advisory
Michigan
$5.74M +$412K +2,069 +8%
EE
116
EWG Elevate
California
$5.7M +$4.61M +23,116 +672%
SWM
117
Spire Wealth Management
Virginia
$5.6M +$2.53M +12,696 +95%
HIA
118
Harbor Investment Advisory
Maryland
$5.52M -$1.5M -7,511 -23%
MFP
119
Meridian Financial Partners
Virginia
$5.5M +$5.12M +25,701 New
ME
120
McIlrath & Eck
Washington
$5.28M -$2.49M -12,506 -34%
WPW
121
Waldron Private Wealth
Pennsylvania
$5.11M -$107K -539 -2%
FPGK
122
Financial Partners Group (Kansas)
Kansas
$5.1M -$25.7K -129 -0.5%
FTS
123
Fifth Third Securities
Ohio
$5.07M +$4.71M +23,627 New
SMAM
124
Sugar Maple Asset Management
Wisconsin
$4.99M +$2.21M +11,091 +91%
GM
125
GeoWealth Management
Illinois
$4.93M +$388K +1,947 +9%

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.