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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
HI
126
Harbour Investments
Wisconsin
$4.59M +$1.06K +5 +0%
BCI
127
Brinker Capital Investments
Pennsylvania
$4.58M -$62.9M -295,424 -93%
OPS
128
Orion Portfolio Solutions
Nebraska
$4.58M -$62.9M -295,424 -93%
Fidelity Investments
129
Fidelity Investments
Massachusetts
$4.55M +$222K +1,042 +5%
FCP
130
Fidelis Capital Partners
Florida
$4.54M +$4.36M +20,493 New
TWM
131
Trinity Wealth Management
Pennsylvania
$4.49M +$67.2K +316 +2%
FFWM
132
Future Financial Wealth Management
Ohio
$4.42M +$111K +520 +3%
CPRC
133
Consolidated Portfolio Review Corp
New York
$4.34M +$98.1K +461 +2%
MA
134
Mezzasalma Advisors
New Jersey
$4.31M +$11.3K +53 +0.3%
WA
135
Win Advisors
Florida
$4.26M -$2.33M -10,971 -36%
CAM
136
Cozad Asset Management
Illinois
$4.16M -$37.9K -178 -0.9%
Marshall Wace
137
Marshall Wace
United Kingdom
$4.16M +$2.73M +12,847 +212%
FI
138
FWG Investments
Kentucky
$4.02M -$33.8K -159 -0.9%
CAM
139
Cresset Asset Management
Illinois
$3.88M +$3.75M +17,634 New
DWM
140
Darwin Wealth Management
Florida
$3.85M +$3.73M +17,507 New
STA
141
Summit Trail Advisors
New York
$3.77M +$75.5K +355 +2%
SA
142
Sanctuary Advisors
Indiana
$3.73M +$491K +2,308 +16%
FFA
143
Florida Financial Advisors
Florida
$3.72M +$82.6K +388 +2%
OHIS
144
Oak Harvest Investment Services
Texas
$3.69M +$648K +3,046 +22%
VWA
145
Visionary Wealth Advisors
Illinois
$3.68M -$12.8K -60 -0.4%
GWMIA
146
Global Wealth Management Investment Advisory
Florida
$3.53M -$54.5K -256 -2%
PSB
147
Passumpsic Savings Bank
Vermont
$3.53M +$174K +820 +5%
Stifel Financial
148
Stifel Financial
Missouri
$3.49M -$207K -975 -6%
Citadel Advisors
149
Citadel Advisors
Florida
$3.45M +$3.33M +15,665 New
FG
150
Fiduciary Group
Georgia
$3.44M +$1.89M +8,878 +132%

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.