We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF
IWY

455 hedge funds and large institutions have $7.8B invested in iShares Russell Top 200 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 194 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

67% more call options, than puts

Call options by funds: $390K | Put options by funds: $234K

53% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 127

7% more funds holding

Funds holding: 424 → 455 (+31)

5% more capital invested

Capital invested by funds: $7.45B → $7.8B (+$349M)

0% more funds holding in top 10

Funds holding in top 10: 42 → 42 (0)

1.72% less ownership

Funds ownership: 88.07% → 86.34% (-1.7%)

Holders
455
Holders Change
+31
Holders Change %
+7.31%
% of All Funds
6.55%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
60
Increased
194
Reduced
127
Closed
24
Calls
$390K
Puts
$234K
Net Calls
+$156K
Net Calls Change
+$296K

Top Buyers

Rank Fund Capital Flow
1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$137M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$127M
3
Mariner
Mariner
Kansas
+$116M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.3M
5
LPL Financial
LPL Financial
California
+$57.8M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$202M
2
AWM
AE Wealth Management
Kansas
-$124M
3
Osaic Holdings
Osaic Holdings
Arizona
-$113M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
151
Spire Wealth Management
Virginia
$2.62M +$163K +871 +7%
Citadel Advisors
152
Citadel Advisors
Florida
$2.61M +$2.5M +13,368 New
MCC
153
Money Concepts Capital
Florida
$2.58M -$240K -1,282 -9%
PAS
154
Park Avenue Securities
New York
$2.55M +$750K +4,014 +44%
SIC
155
Samalin Investment Counsel
New York
$2.52M -$283K -1,512 -10%
Wealth Enhancement Advisory Services
156
Wealth Enhancement Advisory Services
Minnesota
$2.46M +$89.9K +481 +4%
RW
157
Rockport Wealth
Ohio
$2.44M +$2.33M +12,479 New
GT
158
Glenmede Trust
Pennsylvania
$2.43M +$26.2K +140 +1%
WWS
159
Wellington Wealth Strategies
Indiana
$2.42M +$2.32M +12,405 New
PFG
160
Peterson Financial Group
Iowa
$2.41M -$173K -926 -7%
SMAM
161
Sugar Maple Asset Management
Wisconsin
$2.37M +$2.27M +12,168 New
ECA
162
Elevated Capital Advisors
Utah
$2.35M +$1.96M +10,502 +686%
AWMNH
163
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.23M -$34.4K -184 -2%
Comerica Bank
164
Comerica Bank
Texas
$2.22M +$61.3K +328 +3%
GVAG
165
Great Valley Advisor Group
Delaware
$2.16M +$847K +4,532 +69%
HNB
166
Huntington National Bank
Ohio
$2.13M – – –
WLPWM
167
Walled Lake Planning & Wealth Management
Illinois
$2.09M +$12.5K +67 +0.6%
SF
168
Synovus Financial
Georgia
$2.07M +$561 +3 +0%
US Bancorp
169
US Bancorp
Minnesota
$2.05M +$565K +3,023 +40%
CRI
170
Colonial River Investments
Virginia
$2.05M -$295K -1,577 -13%
CPG
171
Cornerstone Planning Group
New Jersey
$2M -$52.9K -283 -3%
Betterment LLC
172
Betterment LLC
New York
$2M +$429K +2,294 +29%
PNC Financial Services Group
173
PNC Financial Services Group
Pennsylvania
$1.96M +$138K +736 +8%
GCP
174
GSA Capital Partners
United Kingdom
$1.95M -$487K -2,606 -21%
OHIS
175
Oak Harvest Investment Services
Texas
$1.85M +$277K +1,484 +19%
5 6
7
8 9

IWY Hedge Fund Activity: Q1 2024 in Review

455 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2024, worth a combined $7.8B — up 4.7% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWY positions and 24 closed out — a net gain of 36 holders — while 194 added to existing stakes and 127 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $137M. The largest seller was Morgan Stanley, cutting an estimated $202M.

  • 455 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $7.8B of iShares Russell Top 200 Growth ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 60 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2024 and 24 closed out, a net change of +36 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $137M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2024.