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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
WLPWM
176
Walled Lake Planning & Wealth Management
Illinois
$2.35M +$51.2K +257 +2%
HNB
177
Huntington National Bank
Ohio
$2.34M
US Bancorp
178
US Bancorp
Minnesota
$2.34M +$72.5K +364 +3%
MCC
179
Money Concepts Capital
Florida
$2.33M -$470K -2,356 -18%
KP
180
Keel Point
Alabama
$2.31M +$558K +2,801 +34%
FIA
181
Foundations Investment Advisors
Arizona
$2.18M -$919K -4,611 -31%
Creative Planning
182
Creative Planning
Kansas
$2.15M +$157K +790 +9%
FFL
183
Financial Freedom LLC
Ohio
$2.11M +$153K +770 +8%
PNC Financial Services Group
184
PNC Financial Services Group
Pennsylvania
$2.08M -$61.4K -308 -3%
CPG
185
Cornerstone Planning Group
New Jersey
$2.02M +$1.99K +10 +0.1%
IAA
186
Independent Advisor Alliance
North Carolina
$1.92M +$1.79M +8,968 New
PWM
187
Perigon Wealth Management
California
$1.89M +$598K +3,001 +52%
MAV
188
Mason & Associates (Virginia)
Virginia
$1.85M +$1.72M +8,625 New
Deutsche Bank
189
Deutsche Bank
Germany
$1.79M -$30.5K -153 -2%
GCP
190
GSA Capital Partners
United Kingdom
$1.79M -$331K -1,659 -17%
DIA
191
Dana Investment Advisors
Wisconsin
$1.78M +$475K +2,384 +40%
VVP
192
Venture Visionary Partners
Ohio
$1.78M -$3.59K -18 -0.2%
FFN
193
Focus Financial Network
Minnesota
$1.66M +$93.1K +467 +6%
AF
194
Advisornet Financial
Minnesota
$1.62M -$29.5K -148 -2%
NEPWA
195
New England Private Wealth Advisors
Massachusetts
$1.59M +$1.4K +7 +0.1%
WF
196
Whelan Financial
California
$1.57M -$1.2K -6 -0.1%
CRI
197
Colonial River Investments
Virginia
$1.57M -$634K -3,183 -30%
WWM
198
Western Wealth Management
Colorado
$1.56M +$45.6K +229 +3%
AWM
199
Axxcess Wealth Management
California
$1.56M +$1.45M +7,260 New
SF
200
Synovus Financial
Georgia
$1.56M -$673K -3,375 -32%

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.