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iShares Russell Top 200 Growth ETF

281 hedge funds and large institutions have $3.47B invested in iShares Russell Top 200 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 271281 (+10)

4% less capital invested

Capital invested by funds: $3.63B → $3.47B (-$163M)

1.62% less ownership

Funds ownership: 84.09%82.48% (-1.6%)

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.84%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.38%
New
29
Increased
117
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TSWM
226
Tyler-Stone Wealth Management
Ohio
$143K
PFBT
227
Parkside Financial Bank & Trust
Missouri
$132K +$39.6K +295 +36%
TRCT
228
Tower Research Capital (TRC)
New York
$130K -$270K -2,010 -65%
BAM
229
Belpointe Asset Management
Nevada
$128K +$1.88K +14 +1%
ACA
230
Aptus Capital Advisors
Alabama
$109K +$50.9K +379 +71%
GWANC
231
Guardian Wealth Advisors (North Carolina)
North Carolina
$109K +$50.9K +379 +71%
MOS
232
MGO One Seven
Ohio
$94.8K +$25.8M +192,390 +11,032%
RIA
233
Realta Investment Advisors
Delaware
$87K +$98.1K +731 New
RCM
234
Raleigh Capital Management
North Carolina
$81K
CFFP
235
Center for Financial Planning
Michigan
$76K
FDCDDQ
236
Federation des caisses Desjardins du Quebec
Quebec, Canada
$74.2K
FHA
237
First Horizon Advisors
Tennessee
$74K +$82.7K +616 New
SIC
238
Salem Investment Counselors
North Carolina
$72K
GI
239
Gradient Investments
Minnesota
$71K
ADL
240
Asset Dedication LLC
California
$66K +$73.8K +550 New
SSB
241
Sandy Spring Bank
Maryland
$61K
CFD
242
Creative Financial Designs
Indiana
$59K +$9.8K +73 +17%
NMG
243
New Millennium Group
Utah
$57K -$2.55K -19 -4%
SWM
244
Spire Wealth Management
Virginia
$53K
HPC
245
HM Payson & Co
Maine
$43K
WPA
246
West Paces Advisors
Georgia
$35.8K
NFSG
247
Newbridge Financial Services Group
Florida
$32K
National Bank of Canada
248
National Bank of Canada
Quebec, Canada
$29K +$26.8K +200 +500%
CHC
249
City Holding Co
West Virginia
$28K
AA
250
Ancora Advisors
Ohio
$26K

IWY Hedge Fund Activity: Q3 2022 in Review

281 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2022, worth a combined $3.47B — down 4.5% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 14 closed out — a net gain of 15 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was TIAA FSB, adding an estimated $43.1M. The largest seller was First Citizens Bank & Trust, cutting an estimated $126M.

  • 281 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2022, up from 271 in Q2 2022.
  • Funds reported $3.47B of iShares Russell Top 200 Growth ETF stock for Q3 2022, down 4.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2022 and 14 closed out, a net change of +15 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $43.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2022 was First Citizens Bank & Trust, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2022.