We are live on ! Find out more
IWY icon

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
LWL
201
Leo Wealth LLC
Texas
$1.73M -$1.31M -6,133 -44%
Deutsche Bank
202
Deutsche Bank
Germany
$1.69M -$139K -652 -8%
WWM
203
Western Wealth Management
Colorado
$1.68M +$70.4K +331 +5%
AF
204
Advisornet Financial
Minnesota
$1.67M +$638 +3 +0%
DA
205
Dover Advisors
Virginia
$1.65M +$141K +661 +10%
D.E. Shaw & Co
206
D.E. Shaw & Co
New York
$1.65M +$1.59M +7,481 New
WF
207
Whelan Financial
California
$1.61M
NEPWA
208
New England Private Wealth Advisors
Massachusetts
$1.58M -$49.6K -233 -3%
SAW
209
Signal Advisors Wealth
Michigan
$1.58M +$1.53M +7,174 New
SAG
210
SageView Advisory Group
California
$1.55M +$1.7K +8 +0.1%
SFG
211
Sovereign Financial Group
Connecticut
$1.55M +$458K +2,153 +44%
SF
212
Synovus Financial
Georgia
$1.55M -$46K -216 -3%
ATC
213
Argent Trust Co
Tennessee
$1.54M +$21.3K +100 +1%
VFPW
214
Vantage Financial Partners (Wisconsin)
Wisconsin
$1.53M -$6.97M -32,748 -82%
IWM
215
IHT Wealth Management
Illinois
$1.51M +$899K +4,223 +159%
FCI
216
Financial Counselors Inc
Kansas
$1.5M -$32.8K -154 -2%
Focus Partners Wealth
217
Focus Partners Wealth
Massachusetts
$1.5M +$30.9K +145 +2%
FFN
218
Focus Financial Network
Minnesota
$1.47M -$223K -1,046 -14%
CIBC Private Wealth Group
219
CIBC Private Wealth Group
Georgia
$1.47M -$25.7K -121 -2%
AC
220
Avestar Capital
New York
$1.44M
SI
221
Stephens Inc
Arkansas
$1.43M +$74.9K +352 +6%
GS
222
GTS Securities
New York
$1.4M -$23.6K -111 -2%
BWM
223
BCGM Wealth Management
Indiana
$1.36M -$45.3K -213 -3%
T
224
TNF
Montana
$1.35M
SWA
225
Stratos Wealth Advisors
Ohio
$1.33M +$167K +784 +15%

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.