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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
PFG
176
Peterson Financial Group
Iowa
$2.37M -$241K -1,134 -10%
AFG
177
Atomi Financial Group
New York
$2.36M -$672K -3,157 -23%
WLPWM
178
Walled Lake Planning & Wealth Management
Illinois
$2.35M -$63.2K -297 -3%
PS
179
Principal Securities
Iowa
$2.27M -$26.2M -123,131 -92%
CPG
180
Cornerstone Planning Group
New Jersey
$2.23M -$114K -535 -5%
FFL
181
Financial Freedom LLC
Ohio
$2.23M +$59.8K +281 +3%
HH
182
Hilltop Holdings
Texas
$2.21M -$213K -999 -9%
Creative Planning
183
Creative Planning
Kansas
$2.2M -$5.53K -26 -0.3%
GVAG
184
Great Valley Advisor Group
Delaware
$2.18M -$482K -2,264 -19%
BRWA
185
B. Riley Wealth Advisors
Florida
$2.16M -$7.47M -35,101 -78%
IAA
186
Independent Advisor Alliance
North Carolina
$2.08M +$98.7K +464 +5%
RW
187
Rockport Wealth
Ohio
$2.04M -$615K -2,888 -24%
DIA
188
Dana Investment Advisors
Wisconsin
$2.03M +$190K +892 +11%
MA
189
Mutual Advisors
Nebraska
$2.02M +$1.93M +9,072 New
OAS
190
Optivise Advisory Services
Tennessee
$1.98M -$1.71M -8,057 -47%
CW
191
CreativeOne Wealth
Kansas
$1.92M +$860K +4,041 +86%
LIM
192
Leavell Investment Management
Alabama
$1.91M +$441K +2,073 +31%
US Bancorp
193
US Bancorp
Minnesota
$1.9M -$477K -2,242 -21%
MAV
194
Mason & Associates (Virginia)
Virginia
$1.86M -$32.8K -154 -2%
VVP
195
Venture Visionary Partners
Ohio
$1.83M +$2.55K +12 +0.1%
NL
196
NWAM LLC
Washington
$1.81M +$1.75M +8,241 New
MWM
197
Meridian Wealth Management
Kentucky
$1.78M +$1.73M +8,109 New
PW
198
Peninsula Wealth
California
$1.77M +$1.7M +7,971 New
ELI
199
Empire Life Investments
Ontario, Canada
$1.76M +$426K +2,000 +33%
Cerity Partners
200
Cerity Partners
New York
$1.74M +$1.16M +5,436 +220%

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.