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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
TAIM
251
TD Ameritrade Investment Management
Nebraska
$21K -$2.06K -15 -8%
PO
252
Private Ocean
California
$16K
FP
253
Financial Perspectives
Minnesota
$12.9K
PFGIA
254
Patriot Financial Group Insurance Agency
Massachusetts
$9K
GG
255
Gleason Group
Kentucky
$9K +$10.3K +75 New
BCMLT
256
Beacon Capital Management LLC (Tennessee)
Tennessee
$8K
SWA
257
Sutton Wealth Advisors
Florida
$7.14K
AWM
258
Avior Wealth Management
Nebraska
$7K
National Bank of Canada
259
National Bank of Canada
Quebec, Canada
$5K -$961 -7 -15%
TAM
260
Tucker Asset Management
Colorado
$4.26K -$9.33K -68 -67%
WWP
261
WR Wealth Planners
Missouri
$3.38K +$275 +2 +8%
BAM
262
Byrne Asset Management
New Jersey
$3K -$2.47K -18 -47%
CCMW
263
Cypress Capital Management (Wyoming)
Wyoming
$3K
BlackRock
264
BlackRock
New York
$3K +$3.16K +23 New
BCWM
265
Bartlett & Co Wealth Management
Ohio
$2.25K +$686 +5 +38%
BC
266
Bartlett & Co
Ohio
$2K +$686 +5 +38%
CA
267
CoreCap Advisors
Michigan
$2K +$2.2K +16 New
BRWM
268
B. Riley Wealth Management
Tennessee
$1.3K +$16.7K +122 +1%
CAL
269
Capital Analysts LLC
Pennsylvania
$1K +$1.1K +8 New
Bank of Montreal
270
Bank of Montreal
Ontario, Canada
$39 -$8.92K -65 -17%
EF
271
Empowered Funds
Pennsylvania
-$36.6M -230,293 Closed
SW
272
Signify Wealth
Missouri
-$4.03M -25,357 Closed
Jane Street
273
Jane Street
New York
-$2.98M -18,777 Closed
TCM
274
Triumph Capital Management
Colorado
-$2.19M -13,774 Closed
WEG
275
World Equity Group
Illinois
-$1.29M -8,118 Closed

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.