We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

274 hedge funds and large institutions have $3.79B invested in iShares Russell Top 200 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.63% more ownership

Funds ownership: 75.38%80.01% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 91

2% more capital invested

Capital invested by funds: $3.71B → $3.79B (+$74.1M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

2% less funds holding

Funds holding: 280274 (-6)

Holders
274
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
37
Increased
98
Reduced
91
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
226
Tyler-Stone Wealth Management
Ohio
$191K
Kayne Anderson Rudnick Investment Management
227
Kayne Anderson Rudnick Investment Management
California
$190K
BAM
228
Belpointe Asset Management
Nevada
$167K -$7.64K -49 -4%
WA
229
Win Advisors
Florida
$150K -$11.3M -72,577 -99%
Citigroup
230
Citigroup
New York
$149K -$63.3K -406 -30%
APC
231
Aspire Private Capital
North Carolina
$139K +$136K +874 New
EWM
232
EPG Wealth Management
Georgia
$135K -$109K -699 -45%
PFBT
233
Parkside Financial Bank & Trust
Missouri
$129K
SIAP
234
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$129K
CFD
235
Creative Financial Designs
Indiana
$114K -$1.09K -7 -1%
RCM
236
Raleigh Capital Management
North Carolina
$107K +$105K +675 New
CFFP
237
Center for Financial Planning
Michigan
$101K -$5.92K -38 -6%
FDCDDQ
238
Federation des caisses Desjardins du Quebec
Quebec, Canada
$98.7K +$2.34K +15 +2%
DHGWA
239
Dixon Hughes Goodman Wealth Advisors
North Carolina
$95K
SIC
240
Salem Investment Counselors
North Carolina
$95K
GI
241
Gradient Investments
Minnesota
$94K -$63.3K -406 -41%
ADL
242
Asset Dedication LLC
California
$87K
SSB
243
Sandy Spring Bank
Maryland
$81K
RIM
244
Rockbridge Investment Management
New York
$79.5K -$1.56K -10 -2%
SWM
245
Spire Wealth Management
Virginia
$71K -$18.1K -116 -21%
Bank of Montreal
246
Bank of Montreal
Ontario, Canada
$61K +$10.1K +65 +21%
HPC
247
HM Payson & Co
Maine
$58K
WPA
248
West Paces Advisors
Georgia
$47.7K
NFSG
249
Newbridge Financial Services Group
Florida
$42K +$41.5K +266 New
CHC
250
City Holding Co
West Virginia
$37K

IWY Hedge Fund Activity: Q1 2022 in Review

274 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2022, worth a combined $3.79B — up 2% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IWY and 37 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 98 added.

The largest buyer was TIAA FSB, adding an estimated $95.7M. The largest seller was AE Wealth Management, cutting an estimated $73M.

  • 274 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2022, down from 280 in Q4 2021.
  • Funds reported $3.79B of iShares Russell Top 200 Growth ETF stock for Q1 2022, up 2% quarter-over-quarter.
  • 37 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2022 and 38 closed out, a net change of -1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2022 was TIAA FSB, an estimated $95.7M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.