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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
PA
251
Parallel Advisors
California
$34K -$13.7K -88 -30%
MAWCM
252
Mine & Arao Wealth Creation & Management
California
$32K
EW
253
Evoke Wealth
California
$30K
TAIM
254
TD Ameritrade Investment Management
Nebraska
$29K -$80.3K -515 -74%
PCG
255
Private Capital Group
Connecticut
$29K
Koshinski Asset Management
256
Koshinski Asset Management
Illinois
$26.7K +$2.03K +13 +8%
PO
257
Private Ocean
California
$21K
VCM
258
Vigilant Capital Management
Maine
$17K
FP
259
Financial Perspectives
Minnesota
$16.4K
TAM
260
Tucker Asset Management
Colorado
$16.2K +$7.33K +47 +85%
AA
261
Ancora Advisors
Ohio
$16K +$15.6K +100 New
Simplex Trading
262
Simplex Trading
Illinois
$15K +$15.6K +100 New
PFGIA
263
Patriot Financial Group Insurance Agency
Massachusetts
$11K +$4.68K +30 +75%
SWA
264
Sutton Wealth Advisors
Florida
$9.06K
AWM
265
Avior Wealth Management
Nebraska
$9K
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K +$7.79K +50 New
National Bank of Canada
267
National Bank of Canada
Quebec, Canada
$7K
BAM
268
Byrne Asset Management
New Jersey
$6K
WWP
269
WR Wealth Planners
Missouri
$3.97K +$3.9K +25 New
CCMW
270
Cypress Capital Management (Wyoming)
Wyoming
$3K
BCWM
271
Bartlett & Co Wealth Management
Ohio
$2.06K +$2.03K +13 New
BC
272
Bartlett & Co
Ohio
$2K +$2.03K +13 New
LFG
273
Larson Financial Group
Missouri
$1K
SPW
274
Surience Private Wealth
Washington
-$7.5M -43,254 Closed
JSW
275
Journey Strategic Wealth
New Jersey
-$5.73M -33,037 Closed

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.