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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
PAS
151
Park Avenue Securities
New York
$3.22M +$381K +1,914 +15%
LAS
152
Lloyd Advisory Services
Georgia
$3.17M +$2.95M +14,778 New
LWL
153
Leo Wealth LLC
Texas
$3.03M -$432K -2,169 -13%
ASN
154
Advisory Services Network
Georgia
$2.99M -$14.9K -75 -0.5%
Corient Private Wealth
155
Corient Private Wealth
Florida
$2.98M +$1.79K +9 +0.1%
AFG
156
Atomi Financial Group
New York
$2.98M -$204K -1,023 -7%
IC
157
IEQ Capital
California
$2.94M +$17.3K +87 +0.6%
OHIS
158
Oak Harvest Investment Services
Texas
$2.94M +$839K +4,209 +44%
SIC
159
Samalin Investment Counsel
New York
$2.93M +$150K +753 +6%
William Blair & Company
160
William Blair & Company
Illinois
$2.75M +$1.24M +6,212 +94%
Wealth Enhancement Advisory Services
161
Wealth Enhancement Advisory Services
Minnesota
$2.73M +$16.9K +85 +0.7%
GT
162
Glenmede Trust
Pennsylvania
$2.69M +$18.5K +93 +0.7%
SA
163
Sanctuary Advisors
Indiana
$2.67M +$2.8M +14,027 New
Betterment LLC
164
Betterment LLC
New York
$2.67M +$439K +2,202 +22%
RW
165
Rockport Wealth
Ohio
$2.61M -$61.2K -307 -2%
ECA
166
Elevated Capital Advisors
Utah
$2.61M +$27.7K +139 +1%
GVAG
167
Great Valley Advisor Group
Delaware
$2.61M +$219K +1,100 +10%
OC
168
OxenFree Capital
Florida
$2.58M +$645K +3,236 +37%
Comerica Bank
169
Comerica Bank
Texas
$2.58M +$124K +622 +5%
PFG
170
Peterson Financial Group
Iowa
$2.55M -$92.5K -464 -4%
SAM
171
Synergy Asset Management
Washington
$2.46M +$2.29M +11,488 New
PI
172
PFG Investments
New York
$2.41M -$3.02M -15,169 -57%
AWMNH
173
Arcadia Wealth Management (New Hampshire)
New Hampshire
$2.39M -$52K -261 -2%
SFS
174
Symphony Financial Services
Ohio
$2.39M +$2.13M +10,699 New
HH
175
Hilltop Holdings
Texas
$2.37M -$1.59M -7,994 -42%

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.