iShares Russell Top 200 Growth ETF
IWY
425 hedge funds and large institutions have $7.25B invested in iShares Russell Top 200 Growth ETF in 2023 Q4 according to their latest regulatory filings, with 71 funds opening new positions, 183 increasing their positions, 101 reducing their positions, and 22 closing their positions.
223% more first-time investments, than exits
New positions opened: 71 | Existing positions closed: 22
81% more repeat investments, than reductions
Existing positions increased: 183 | Existing positions reduced: 101
35% more capital invested
Capital invested by funds: $5.37B → $7.25B (+$1.88B)
27% more funds holding in top 10
Funds holding in top 10: 33 → 42 (+9)
12% more funds holding
Funds holding: 380 → 425 (+45)
2.29% more ownership
Funds ownership: 83.4% → 85.69% (+2.3%)
38% less call options, than puts
Call options by funds: $228K | Put options by funds: $368K
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$289M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$116M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$96M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$79.7M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$58.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
IDA
Intelligence Driven Advisers
Carlsbad,
California
|
-$11.2M |
| 2 |
SPW
Surience Private Wealth
Yakima,
Washington
|
-$10.4M |
| 3 |
CFG
Cosner Financial Group
Windsor,
Colorado
|
-$8.5M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$8.48M |
| 5 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
-$6.26M |
IWY Hedge Fund Activity: Q4 2023 in Review
425 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2023, worth a combined $7.25B — up 35% from $5.37B a quarter earlier.
Buyers outnumbered sellers: 71 funds opened new IWY positions and 22 closed out — a net gain of 49 holders — while 183 added to existing stakes and 101 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $289M. The largest seller was Intelligence Driven Advisers, cutting an estimated $11.2M.
- 425 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2023, up from 380 in Q3 2023.
- Funds reported $7.25B of iShares Russell Top 200 Growth ETF stock for Q4 2023, up 35% quarter-over-quarter.
- 71 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2023 and 22 closed out, a net change of +49 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q4 2023 was Envestnet Asset Management, an estimated $289M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q4 2023 was Intelligence Driven Advisers, an estimated $11.2M sold.
Based on aggregated 13F filings for Q4 2023.