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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
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$1.44B +$58.7M +275,948 +4%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$1.15B -$72.3M -339,549 -6%
Ameriprise
3
Ameriprise
Minnesota
$453M +$20.2M +94,957 +5%
LPL Financial
4
LPL Financial
California
$414M +$3.51M +16,517 +0.9%
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$359M -$15M -70,651 -4%
Bank of America
6
Bank of America
North Carolina
$334M +$716K +3,367 +0.2%
Morgan Stanley
7
Morgan Stanley
New York
$306M +$4.96M +23,294 +2%
Mariner
8
Mariner
Kansas
$298M +$59.3M +278,581 +26%
Truist Financial
9
Truist Financial
North Carolina
$151M -$14.6M -68,543 -9%
AWM
10
AE Wealth Management
Kansas
$144M -$1.54M -7,219 -1%
MML Investors Services
11
MML Investors Services
Massachusetts
$123M -$19.7M -92,420 -14%
AUB
12
Atlantic Union Bankshares
Virginia
$109M +$32.2M +151,500 +44%
FCBT
13
First Citizens Bank & Trust
North Carolina
$102M -$53.7M -252,303 -5%
Cambridge Investment Research Advisors
14
Cambridge Investment Research Advisors
Iowa
$100M +$4.97M +23,338 +5%
Envestnet Asset Management
15
Envestnet Asset Management
Illinois
$98.3M -$512M -2,405,351 -84%
PP
16
Pegasus Partners
Wisconsin
$95.9M +$8.12M +38,148 +10%
WSFS
17
Wilmington Savings Fund Society
Delaware
$94.3M -$3.94M -18,502 -4%
UBS Group
18
UBS Group
Switzerland
$83.5M +$6.14M +28,866 +8%
RJFSA
19
Raymond James Financial Services Advisors
Florida
$83.3M +$1.5M +7,028 +2%
Wells Fargo
20
Wells Fargo
California
$75M +$2.29M +10,749 +3%
IDA
21
Intelligence Driven Advisers
California
$72.1M -$2.61M -12,248 -4%
FCAM
22
First Citizens Asset Management
North Carolina
$67.2M -$117K -550 -0.2%
SWA
23
SOA Wealth Advisors
New York
$65.2M +$63.4K +298 +0.1%
PS
24
Portfolio Strategies
New York
$61.4M +$1.78M +8,386 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$59.4M -$33M -154,866 -36%

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.