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iShares Russell Top 200 Growth ETF

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: 1519 (+4)

17% more funds holding

Funds holding: 240280 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
WPA
251
West Paces Advisors
Georgia
$52K
PA
252
Parallel Advisors
California
$51K +$14.8K +89 +43%
RWA
253
RGT Wealth Advisors
Texas
$41K +$39.1K +235 New
CHC
254
City Holding Co
West Virginia
$35K
MAWCM
255
Mine & Arao Wealth Creation & Management
California
$35K
SW
256
SVB Wealth
Massachusetts
$34K +$33.3K +200 New
EW
257
Evoke Wealth
California
$32K
PCG
258
Private Capital Group
Connecticut
$31K
AIP
259
Ahrens Investment Partners
Louisiana
$30K +$29.2K +175 New
JRFS
260
James Reed Financial Services
Ohio
$29K +$28.8K +173 New
Koshinski Asset Management
261
Koshinski Asset Management
Illinois
$26.9K +$833 +5 +3%
MPWT
262
MassMutual Private Wealth & Trust
Connecticut
$26K -$416K -2,500 -94%
PO
263
Private Ocean
California
$23K
CA
264
CoreCap Advisors
Michigan
$20K +$19.3K +116 New
VCM
265
Vigilant Capital Management
Maine
$19K -$3.33K -20 -15%
FP
266
Financial Perspectives
Minnesota
$17.9K
SCA
267
Snowden Capital Advisors
New York
$17K +$16.7K +100 New
CFCI
268
Comprehensive Financial Consultants Institutional
Indiana
$14K +$15.8K +95 New
AWM
269
Avior Wealth Management
Nebraska
$10K -$19K -114 -66%
SWA
270
Sutton Wealth Advisors
Florida
$9.88K
TAM
271
Tucker Asset Management
Colorado
$9.59K
National Bank of Canada
272
National Bank of Canada
Quebec, Canada
$8K +$7.83K +47 New
PFGIA
273
Patriot Financial Group Insurance Agency
Massachusetts
$7K
BAM
274
Byrne Asset Management
New Jersey
$7K +$6.33K +38 New
CCMW
275
Cypress Capital Management (Wyoming)
Wyoming
$4K -$12.2K -73 -77%

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.