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iShares Russell Top 200 Growth ETF
IWY

280 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 15

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

17% more funds holding

Funds holding: 240 → 280 (+40)

6.25% more ownership

Funds ownership: 69.13% → 75.38% (+6.3%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
4.31%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.29%
New
57
Increased
97
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$146M
3
WBG
Wharton Business Group
Pennsylvania
+$40.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$20.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
-$12.6M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
GM
GeoWealth Management
Illinois
-$10.1M
4
FTUS
Flow Traders U.S.
New York
-$4.58M
5
AWA
Arkadios Wealth Advisors
Georgia
-$4.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
226
MY Wealth Management
Maryland
$203K +$195K +1,169 New
IF
227
Intrua Financial
Texas
$202K +$194K +1,166 New
CWS
228
Confluence Wealth Services
Pennsylvania
$193K +$186K +1,114 New
BAM
229
Belpointe Asset Management
Nevada
$192K -$577K -3,464 -76%
GI
230
Gradient Investments
Minnesota
$173K -$4.67K -28 -3%
RFA
231
Reilly Financial Advisors
California
$173K – – –
ONST
232
Old North State Trust
North Carolina
$154K – – –
PFBT
233
Parkside Financial Bank & Trust
Missouri
$141K – – –
SIAP
234
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$140K – – –
CF
235
Centaurus Financial
California
$130K -$3.17K -19 -2%
Bessemer Group
236
Bessemer Group
New Jersey
$126K +$106K +634 +704%
CFD
237
Creative Financial Designs
Indiana
$125K +$79.1K +475 +192%
TAIM
238
TD Ameritrade Investment Management
Nebraska
$120K +$5.16K +31 +5%
CFFP
239
Center for Financial Planning
Michigan
$116K – – –
CAPTRUST Financial Advisors
240
CAPTRUST Financial Advisors
North Carolina
$109K +$89.8K +539 +606%
FDCDDQ
241
Federation des caisses Desjardins du Quebec
Quebec, Canada
$105K – – –
SIC
242
Salem Investment Counselors
North Carolina
$104K +$99.8K +599 New
DHGWA
243
Dixon Hughes Goodman Wealth Advisors
North Carolina
$104K +$100K +601 New
SWM
244
Spire Wealth Management
Virginia
$97K +$19.3K +116 +26%
ADL
245
Asset Dedication LLC
California
$95K – – –
NFG
246
Next Financial Group
Texas
$92K – – –
RIM
247
Rockbridge Investment Management
New York
$88K – – –
SSB
248
Sandy Spring Bank
Maryland
$88K – – –
HPC
249
HM Payson & Co
Maine
$63K – – –
Bank of Montreal
250
Bank of Montreal
Ontario, Canada
$54K -$536K -3,215 -91%
8 9
10
11 12

IWY Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2021, worth a combined $3.71B — up 31% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IWY positions and 15 closed out — a net gain of 42 holders — while 97 added to existing stakes and 76 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $150M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $12.6M sold.

  • 280 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2021, up from 240 in Q3 2021.
  • Funds reported $3.71B of iShares Russell Top 200 Growth ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 57 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2021 and 15 closed out, a net change of +42 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $150M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2021 was Proficio Capital Partners, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2021.