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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
AWM
101
Axxcess Wealth Management
California
$7.44M +$5.65M +26,555 +366%
AWM
102
Ameliora Wealth Management
Switzerland
$7.42M -$55.3K -260 -0.8%
PCG
103
Prosperity Consulting Group
Maryland
$7.16M +$6.92M +32,521 New
PWCM
104
Processus Wealth & Capital Management
Tennessee
$7.07M -$352K -1,653 -5%
IA
105
IFP Advisors
Florida
$6.85M +$133K +624 +2%
AWS
106
Atria Wealth Solutions
New York
$6.81M -$8.1M -38,070 -55%
FA
107
Flagstar Advisors
New York
$6.74M -$110K -518 -2%
CAM
108
Concorde Asset Management
Michigan
$6.59M +$6M +28,220 +1,620%
6F
109
626 Financial
Michigan
$6.57M +$325K +1,528 +5%
MIA
110
Milestone Investment Advisors
Wisconsin
$6.37M -$3.09M -14,539 -33%
Jones Financial Companies
111
Jones Financial Companies
Missouri
$6.34M +$5.28M +24,815 +593%
BMCM
112
Burns Matteson Capital Management
New York
$6.17M -$208K -977 -3%
WGCA
113
Wolf Group Capital Advisors
Virginia
$6.07M +$776K +3,645 +11%
FTS
114
Fifth Third Securities
Ohio
$5.91M +$689K +3,237 +14%
MFP
115
Meridian Financial Partners
Virginia
$5.86M +$193K +906 +4%
MOS
116
MGO One Seven
Ohio
$5.8M -$709K -3,330 -11%
WIA
117
World Investment Advisors
California
$5.7M -$3.47M -16,292 -39%
HIA
118
Harbor Investment Advisory
Maryland
$5.66M
ME
119
McIlrath & Eck
Washington
$5.56M +$144K +677 +3%
FPGK
120
Financial Partners Group (Kansas)
Kansas
$5.21M -$13.2K -62 -0.3%
KWM
121
Kingsview Wealth Management
Oregon
$4.8M +$342K +1,606 +8%
BFG
122
Berger Financial Group
Minnesota
$4.78M +$53K +249 +1%
WPW
123
Waldron Private Wealth
Pennsylvania
$4.77M -$453K -2,129 -9%
SMAM
124
Sugar Maple Asset Management
Wisconsin
$4.76M -$351K -1,651 -7%
AWM
125
Avior Wealth Management
Nebraska
$4.59M -$273K -1,283 -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.