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iShares Russell Top 200 Growth ETF
IWY

329 hedge funds and large institutions have $5.18B invested in iShares Russell Top 200 Growth ETF in 2023 Q1 according to their latest regulatory filings, with 48 funds opening new positions, 122 increasing their positions, 101 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,293% more call options, than puts

Call options by funds: $195K | Put options by funds: $14K

182% more first-time investments, than exits

New positions opened: 48 | Existing positions closed: 17

42% more capital invested

Capital invested by funds: $3.65B → $5.18B (+$1.53B)

29% more funds holding in top 10

Funds holding in top 10: 21 → 27 (+6)

21% more repeat investments, than reductions

Existing positions increased: 122 | Existing positions reduced: 101

8% more funds holding

Funds holding: 305 → 329 (+24)

5.83% more ownership

Funds ownership: 83.53% → 89.36% (+5.8%)

Holders
329
Holders Change
+24
Holders Change %
+7.87%
% of All Funds
5.24%
Holding in Top 10
27
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+28.57%
% of All Funds
0.43%
New
48
Increased
122
Reduced
101
Closed
17
Calls
$195K
Puts
$14K
Net Calls
+$181K
Net Calls Change
+$181K

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$347M
2
Osaic Holdings
Osaic Holdings
Arizona
+$181M
3
CCMG
Clark Capital Management Group
Pennsylvania
+$140M
4
TF
TIAA FSB
Florida
+$81.2M
5
OPS
Orion Portfolio Solutions
Nebraska
+$56M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$18.7M
2
NA
NewEdge Advisors
Louisiana
-$7.87M
3
SEM
Strategic Equity Management
Arizona
-$7.64M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$7.58M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$7.07M
Name Holding Trade Value Shares
Change 		Change in
Stake
LA
226
LexAurum Advisors
Kansas
$339K +$18.2K +140 +6%
ECA
227
Elevated Capital Advisors
Utah
$336K +$4.28K +33 +1%
SS
228
Simplicity Solutions
Minnesota
$334K +$42.1K +324 +16%
RFC
229
Regions Financial Corp
Alabama
$334K +$1.04K +8 +0.3%
GC
230
Gratus Capital
Georgia
$331K – – –
Citadel Advisors
231
Citadel Advisors
Florida
$327K +$306K +2,356 New
TCM
232
True Capital Management
California
$325K -$37.1K -286 -11%
IWM
233
IHT Wealth Management
Illinois
$321K -$46.1K -355 -13%
OC
234
Oppenheimer & Co
New York
$321K -$3.12K -24 -1%
Janney Montgomery Scott
235
Janney Montgomery Scott
Pennsylvania
$316K -$7.79K -60 -3%
ICM
236
Intrepid Capital Management
Florida
$316K -$136K -1,047 -32%
ACS
237
Archford Capital Strategies
Illinois
$313K – – –
RWA
238
Rooted Wealth Advisors
Illinois
$311K -$6.49K -50 -2%
MM
239
Meridian Management
Arkansas
$306K +$286K +2,204 New
MCC
240
Money Concepts Capital
Florida
$306K +$1.1M +8,464 +237%
TP
241
Tranquility Partners
Tennessee
$303K +$130 +1 +0%
Prudential Financial
242
Prudential Financial
New Jersey
$301K +$309K +2,383 New
RWP
243
Revolve Wealth Partners
New Jersey
$295K -$389 -3 -0.1%
CIBC Private Wealth Group
244
CIBC Private Wealth Group
Georgia
$292K +$273K +2,100 New
SW
245
SMART Wealth
Nebraska
$290K -$69.8K -538 -21%
SFA
246
Sequoia Financial Advisors
Ohio
$284K +$22.5K +173 +9%
IAN
247
Integrated Advisors Network
Texas
$281K -$16.1K -124 -6%
WA
248
WBH Advisory
Maryland
$278K +$260K +2,003 New
SIS
249
Sound Income Strategies
Florida
$275K -$163K -1,259 -39%
TA
250
TruWealth Advisors
Louisiana
$271K +$253K +1,949 New
8 9
10
11 12

IWY Hedge Fund Activity: Q1 2023 in Review

329 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2023, worth a combined $5.18B — up 42% from $3.65B a quarter earlier.

Buyers outnumbered sellers: 48 funds opened new IWY positions and 17 closed out — a net gain of 31 holders — while 122 added to existing stakes and 101 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $347M. The largest seller was Morgan Stanley, cutting an estimated $18.7M.

  • 329 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2023, up from 305 in Q4 2022.
  • Funds reported $5.18B of iShares Russell Top 200 Growth ETF stock for Q1 2023, up 42% quarter-over-quarter.
  • 48 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2023 and 17 closed out, a net change of +31 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $347M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2023 was Morgan Stanley, an estimated $18.7M sold.

Based on aggregated 13F filings for Q1 2023.