iShares Russell Top 200 Growth ETF
380 hedge funds and large institutions have $5.37B invested in iShares Russell Top 200 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 116 reducing their positions, and 29 closing their positions.
59% more first-time investments, than exits
New positions opened: 46 | Existing positions closed: 29
50% more call options, than puts
Call options by funds: $277K | Put options by funds: $185K
14% more repeat investments, than reductions
Existing positions increased: 132 | Existing positions reduced: 116
4% more funds holding
Funds holding: 366 → 380 (+14)
3% less funds holding in top 10
Funds holding in top 10: 34 → 33 (-1)
7.41% less ownership
Funds ownership: 90.81% → 83.4% (-7.4%)
17% less capital invested
Capital invested by funds: $6.46B → $5.37B (-$1.09B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$98.2M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$27.2M |
| 3 |
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
|
+$25.5M |
| 4 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$16.2M |
| 5 |
PS
Portfolio Strategies
Monsey,
New York
|
+$15.2M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.26B |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$204M |
| 3 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$171M |
| 4 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$94.5M |
| 5 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$64.2M |
IWY Hedge Fund Activity: Q3 2023 in Review
380 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2023, worth a combined $5.37B — down 17% from $6.46B a quarter earlier.
Buyers outnumbered sellers: 46 funds opened new IWY positions and 29 closed out — a net gain of 17 holders — while 132 added to existing stakes and 116 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $98.2M. The largest seller was Envestnet Asset Management, cutting an estimated $1.26B.
- 380 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2023, up from 366 in Q2 2023.
- Funds reported $5.37B of iShares Russell Top 200 Growth ETF stock for Q3 2023, down 17% quarter-over-quarter.
- 46 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2023 and 29 closed out, a net change of +17 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $98.2M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.26B sold.
Based on aggregated 13F filings for Q3 2023.