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iShares Russell Top 200 Growth ETF

271 hedge funds and large institutions have $3.63B invested in iShares Russell Top 200 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

4.08% more ownership

Funds ownership: 80.01%84.09% (+4.1%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less capital invested

Capital invested by funds: $3.79B → $3.63B (-$159M)

1% less funds holding

Funds holding: 274271 (-3)

Holders
271
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
27
Increased
100
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SIAP
226
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$101K
RCM
227
Raleigh Capital Management
North Carolina
$85K
CFFP
228
Center for Financial Planning
Michigan
$79K
FDCDDQ
229
Federation des caisses Desjardins du Quebec
Quebec, Canada
$77.8K
SIC
230
Salem Investment Counselors
North Carolina
$75K
GI
231
Gradient Investments
Minnesota
$74K
ACA
232
Aptus Capital Advisors
Alabama
$67K +$73.6K +536 New
GWANC
233
Guardian Wealth Advisors (North Carolina)
North Carolina
$67K +$73.6K +536 New
BFEC
234
Benjamin F. Edwards & Company
Missouri
$66K +$72.3K +527 New
SSB
235
Sandy Spring Bank
Maryland
$64K
NMG
236
New Millennium Group
Utah
$62K +$68.4K +498 New
GWM
237
Geneos Wealth Management
Colorado
$59K -$1.73M -12,602 -96%
SWM
238
Spire Wealth Management
Virginia
$56K
CFD
239
Creative Financial Designs
Indiana
$53K -$40.5K -295 -41%
SWM
240
SeaCrest Wealth Management
New York
$49K +$53.5K +390 New
HPC
241
HM Payson & Co
Maine
$45K
WA
242
Win Advisors
Florida
$44K -$81.1K -591 -63%
WPA
243
West Paces Advisors
Georgia
$37.6K
NFSG
244
Newbridge Financial Services Group
Florida
$33K
CHC
245
City Holding Co
West Virginia
$29K
AA
246
Ancora Advisors
Ohio
$27K +$16.2K +118 +118%
PA
247
Parallel Advisors
California
$26K +$137 +1 +0.5%
MAWCM
248
Mine & Arao Wealth Creation & Management
California
$25K
EW
249
Evoke Wealth
California
$23K
PCG
250
Private Capital Group
Connecticut
$23K

IWY Hedge Fund Activity: Q2 2022 in Review

271 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2022, worth a combined $3.63B — down 4.2% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IWY positions and 26 closed out — a net gain of 1 holder — while 100 added to existing stakes and 90 trimmed.

The largest buyer was TIAA FSB, adding an estimated $335M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $37.9M.

  • 271 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2022, down from 274 in Q1 2022.
  • Funds reported $3.63B of iShares Russell Top 200 Growth ETF stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2022 and 26 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $335M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2022 was CAPTRUST Financial Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2022.