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iShares Russell Top 200 Growth ETF

503 hedge funds and large institutions have $9.08B invested in iShares Russell Top 200 Growth ETF in 2024 Q2 according to their latest regulatory filings, with 86 funds opening new positions, 179 increasing their positions, 153 reducing their positions, and 34 closing their positions.

New
Increased
Maintained
Reduced
Closed

798% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $129K

153% more first-time investments, than exits

New positions opened: 86 | Existing positions closed: 34

21% more funds holding in top 10

Funds holding in top 10: 4251 (+9)

17% more repeat investments, than reductions

Existing positions increased: 179 | Existing positions reduced: 153

16% more capital invested

Capital invested by funds: $7.8B → $9.08B (+$1.27B)

11% more funds holding

Funds holding: 455503 (+48)

1.63% less ownership

Funds ownership: 86.34%84.72% (-1.6%)

Holders
503
Holders Change
+48
Holders Change %
+10.55%
% of All Funds
7.26%
Holding in Top 10
51
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+21.43%
% of All Funds
0.74%
New
86
Increased
179
Reduced
153
Closed
34
Calls
$1.16M
Puts
$129K
Net Calls
+$1.03M
Net Calls Change
+$873K
Name Holding Trade Value Shares
Change
Change in
Stake
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.35B +$57.5M +288,548 +5%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$1.2B -$35M -175,603 -3%
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$612M +$42.3M +212,165 +8%
Ameriprise
4
Ameriprise
Minnesota
$421M +$43.5M +218,260 +13%
LPL Financial
5
LPL Financial
California
$400M +$59.1M +296,675 +19%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$365M -$5.76M -28,897 -2%
Bank of America
7
Bank of America
North Carolina
$325M +$16.6M +83,204 +6%
Morgan Stanley
8
Morgan Stanley
New York
$293M +$27.7M +139,170 +11%
Mariner
9
Mariner
Kansas
$231M +$45.1M +226,552 +27%
CCMG
10
Clark Capital Management Group
Pennsylvania
$185M -$8.79M -44,128 -5%
Truist Financial
11
Truist Financial
North Carolina
$162M +$12.8M +64,338 +9%
AWM
12
AE Wealth Management
Kansas
$142M +$13.4M +67,139 +11%
MML Investors Services
13
MML Investors Services
Massachusetts
$140M +$11M +55,425 +9%
FCBT
14
First Citizens Bank & Trust
North Carolina
$128M -$33.3M -166,866 -3%
WSFS
15
Wilmington Savings Fund Society
Delaware
$95.9M -$2.73M -13,679 -3%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$92.9M +$6.76M +33,928 +9%
Osaic Holdings
17
Osaic Holdings
Arizona
$91.1M -$16.7M -83,718 -16%
PP
18
Pegasus Partners
Wisconsin
$85.3M +$11.1M +55,823 +16%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$79.7M +$1.88M +9,456 +3%
UBS Group
20
UBS Group
Switzerland
$75.2M +$7.05M +35,365 +11%
AUB
21
Atlantic Union Bankshares
Virginia
$73.9M -$262K -1,315 -0.4%
IDA
22
Intelligence Driven Advisers
California
$73M +$1.15M +5,781 +2%
SW
23
SVB Wealth
Massachusetts
$71.8M +$11.8M +59,054 +21%
Wells Fargo
24
Wells Fargo
California
$70.8M +$4.32M +21,656 +7%
BCI
25
Brinker Capital Investments
Pennsylvania
$67.8M +$1.12M +5,607 +2%

IWY Hedge Fund Activity: Q2 2024 in Review

503 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2024, worth a combined $9.08B — up 16% from $7.8B a quarter earlier.

Buyers outnumbered sellers: 86 funds opened new IWY positions and 34 closed out — a net gain of 52 holders — while 179 added to existing stakes and 153 trimmed.

The largest buyer was LPL Financial, adding an estimated $59.1M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $35M.

  • 503 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2024, up from 455 in Q1 2024.
  • Funds reported $9.08B of iShares Russell Top 200 Growth ETF stock for Q2 2024, up 16% quarter-over-quarter.
  • 86 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2024 and 34 closed out, a net change of +52 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2024 was LPL Financial, an estimated $59.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2024 was Envestnet Portfolio Solutions, an estimated $35M sold.

Based on aggregated 13F filings for Q2 2024.