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iShares Russell Top 200 Growth ETF

380 hedge funds and large institutions have $5.37B invested in iShares Russell Top 200 Growth ETF in 2023 Q3 according to their latest regulatory filings, with 46 funds opening new positions, 132 increasing their positions, 116 reducing their positions, and 29 closing their positions.

New
Increased
Maintained
Reduced
Closed

59% more first-time investments, than exits

New positions opened: 46 | Existing positions closed: 29

50% more call options, than puts

Call options by funds: $277K | Put options by funds: $185K

14% more repeat investments, than reductions

Existing positions increased: 132 | Existing positions reduced: 116

4% more funds holding

Funds holding: 366380 (+14)

3% less funds holding in top 10

Funds holding in top 10: 3433 (-1)

7.41% less ownership

Funds ownership: 90.81%83.4% (-7.4%)

17% less capital invested

Capital invested by funds: $6.46B → $5.37B (-$1.09B)

Holders
380
Holders Change
+14
Holders Change %
+3.83%
% of All Funds
6.03%
Holding in Top 10
33
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.94%
% of All Funds
0.52%
New
46
Increased
132
Reduced
116
Closed
29
Calls
$277K
Puts
$185K
Net Calls
+$92K
Net Calls Change
-$510K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$927M +$961M +6,027,497 New
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$719M +$745M +4,671,536 New
FCBT
3
First Citizens Bank & Trust
North Carolina
$686M -$94.5M -592,700 -12%
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$236M +$98.2M +615,485 +67%
Ameriprise
5
Ameriprise
Minnesota
$207M +$27.2M +170,243 +14%
AWM
6
AE Wealth Management
Kansas
$173M -$4.7M -29,478 -3%
LPL Financial
7
LPL Financial
California
$169M +$69.4K +435 +0%
Morgan Stanley
8
Morgan Stanley
New York
$161M +$6.78M +42,527 +4%
BWM
9
Baystate Wealth Management
Massachusetts
$105M +$819K +5,133 +0.8%
Bank of America
10
Bank of America
North Carolina
$103M +$295K +1,851 +0.3%
Truist Financial
11
Truist Financial
North Carolina
$92.4M -$18.6M -116,698 -16%
WSFS
12
Wilmington Savings Fund Society
Delaware
$88.7M -$2.68M -16,796 -3%
Osaic Holdings
13
Osaic Holdings
Arizona
$81M -$204M -1,275,944 -71%
MML Investors Services
14
MML Investors Services
Massachusetts
$76.4M +$3.87M +24,292 +5%
RJFSA
15
Raymond James Financial Services Advisors
Florida
$62.7M +$1.83M +11,463 +3%
Envestnet Asset Management
16
Envestnet Asset Management
Illinois
$59.5M -$1.26B -7,915,370 -95%
AUB
17
Atlantic Union Bankshares
Virginia
$52.1M -$369K -2,315 -0.7%
IDA
18
Intelligence Driven Advisers
California
$48.1M +$3.95M +24,782 +9%
SWA
19
SOA Wealth Advisors
New York
$47.8M +$1.92M +12,037 +4%
UBS Group
20
UBS Group
Switzerland
$46M -$562K -3,521 -1%
FCAM
21
First Citizens Asset Management
North Carolina
$39.7M -$3.41M -21,402 -8%
OCM
22
One Capital Management
California
$39.4M +$3.45M +21,620 +9%
Thrivent Financial for Lutherans
23
Thrivent Financial for Lutherans
Minnesota
$38.6M +$25.5M +159,766 +176%
BMCM
24
Bryn Mawr Capital Management
Pennsylvania
$36M +$7.79M +48,859 +26%
HighTower Advisors
25
HighTower Advisors
Illinois
$35.7M +$4.2M +26,317 +13%

IWY Hedge Fund Activity: Q3 2023 in Review

380 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2023, worth a combined $5.37B — down 17% from $6.46B a quarter earlier.

Buyers outnumbered sellers: 46 funds opened new IWY positions and 29 closed out — a net gain of 17 holders — while 132 added to existing stakes and 116 trimmed.

The largest buyer was Commonwealth Equity Services, adding an estimated $98.2M. The largest seller was Envestnet Asset Management, cutting an estimated $1.26B.

  • 380 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2023, up from 366 in Q2 2023.
  • Funds reported $5.37B of iShares Russell Top 200 Growth ETF stock for Q3 2023, down 17% quarter-over-quarter.
  • 46 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2023 and 29 closed out, a net change of +17 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2023 was Commonwealth Equity Services, an estimated $98.2M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $1.26B sold.

Based on aggregated 13F filings for Q3 2023.