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iShares Russell Top 200 Growth ETF
IWY

455 hedge funds and large institutions have $7.8B invested in iShares Russell Top 200 Growth ETF in 2024 Q1 according to their latest regulatory filings, with 60 funds opening new positions, 194 increasing their positions, 127 reducing their positions, and 24 closing their positions.

New
Increased
Maintained
Reduced
Closed

150% more first-time investments, than exits

New positions opened: 60 | Existing positions closed: 24

67% more call options, than puts

Call options by funds: $390K | Put options by funds: $234K

53% more repeat investments, than reductions

Existing positions increased: 194 | Existing positions reduced: 127

7% more funds holding

Funds holding: 424 → 455 (+31)

5% more capital invested

Capital invested by funds: $7.45B → $7.8B (+$349M)

0% more funds holding in top 10

Funds holding in top 10: 42 → 42 (0)

1.72% less ownership

Funds ownership: 88.07% → 86.34% (-1.7%)

Holders
455
Holders Change
+31
Holders Change %
+7.31%
% of All Funds
6.55%
Holding in Top 10
42
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.61%
New
60
Increased
194
Reduced
127
Closed
24
Calls
$390K
Puts
$234K
Net Calls
+$156K
Net Calls Change
+$296K

Top Buyers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
+$137M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$127M
3
Mariner
Mariner
Kansas
+$116M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$92.3M
5
LPL Financial
LPL Financial
California
+$57.8M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$202M
2
AWM
AE Wealth Management
Kansas
-$124M
3
Osaic Holdings
Osaic Holdings
Arizona
-$113M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$23M
5
TIAA Trust, National Association
TIAA Trust, National Association
North Carolina
-$17.4M
Name Holding Trade Value Shares
Change 		Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.17B -$17.4M -93,286 -2%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$1.12B +$137M +731,194 +15%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$515M +$92.3M +493,696 +23%
Ameriprise
4
Ameriprise
Minnesota
$340M +$31.9M +170,405 +11%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$338M +$8.81M +47,146 +3%
LPL Financial
6
LPL Financial
California
$306M +$57.8M +309,067 +25%
Bank of America
7
Bank of America
North Carolina
$280M +$51.7M +276,816 +24%
Morgan Stanley
8
Morgan Stanley
New York
$239M -$202M -1,078,744 -47%
CCMG
9
Clark Capital Management Group
Pennsylvania
$177M +$32.1M +171,754 +23%
Mariner
10
Mariner
Kansas
$166M +$116M +621,569 +273%
Truist Financial
11
Truist Financial
North Carolina
$134M +$6.18M +33,047 +5%
MML Investors Services
12
MML Investors Services
Massachusetts
$117M +$16.4M +87,722 +17%
AWM
13
AE Wealth Management
Kansas
$116M -$124M -664,533 -53%
Osaic Holdings
14
Osaic Holdings
Arizona
$99.2M -$113M -602,877 -54%
WSFS
15
Wilmington Savings Fund Society
Delaware
$89.9M +$86.2M +460,945 New
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$77.9M +$7.5M +40,116 +11%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$70.7M -$1.29M -6,884 -2%
AUB
18
Atlantic Union Bankshares
Virginia
$67.5M +$1.17M +6,260 +2%
PP
19
Pegasus Partners
Wisconsin
$66.7M +$13.6M +72,923 +27%
IDA
20
Intelligence Driven Advisers
California
$65.2M +$17.1M +91,570 +38%
SWA
21
SOA Wealth Advisors
New York
$62.7M +$487K +2,603 +0.8%
UBS Group
22
UBS Group
Switzerland
$61.5M -$499K -2,668 -0.8%
BCI
23
Brinker Capital Investments
Pennsylvania
$60.6M +$37.8M +202,073 +186%
OPS
24
Orion Portfolio Solutions
Nebraska
$60.6M +$37.8M +202,073 +186%
Wells Fargo
25
Wells Fargo
California
$60.2M +$9.66M +51,654 +20%
1
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IWY Hedge Fund Activity: Q1 2024 in Review

455 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2024, worth a combined $7.8B — up 4.7% from $7.45B a quarter earlier.

Buyers outnumbered sellers: 60 funds opened new IWY positions and 24 closed out — a net gain of 36 holders — while 194 added to existing stakes and 127 trimmed.

The largest buyer was Envestnet Portfolio Solutions, adding an estimated $137M. The largest seller was Morgan Stanley, cutting an estimated $202M.

  • 455 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2024, up from 424 in Q4 2023.
  • Funds reported $7.8B of iShares Russell Top 200 Growth ETF stock for Q1 2024, up 4.7% quarter-over-quarter.
  • 60 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2024 and 24 closed out, a net change of +36 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $137M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2024 was Morgan Stanley, an estimated $202M sold.

Based on aggregated 13F filings for Q1 2024.