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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
PA
251
Parallel Advisors
California
$25K
MAWCM
252
Mine & Arao Wealth Creation & Management
California
$24K
EW
253
Evoke Wealth
California
$22K
CAL
254
Capital Analysts LLC
Pennsylvania
$21K +$22.4K +167 +2,088%
OPW
255
Oxler Private Wealth
New York
$17.3K +$43.8K +326 New
AWM
256
Ameliora Wealth Management
Switzerland
$17K +$20K +149 New
PO
257
Private Ocean
California
$16K
AWM
258
Abound Wealth Management
Tennessee
$15.9K +$17.9K +133 New
FP
259
Financial Perspectives
Minnesota
$12.3K
TF
260
Tompkins Financial
New York
$12K +$13.4K +100 New
Citigroup
261
Citigroup
New York
$9K -$118K -876 -92%
TAIM
262
TD Ameritrade Investment Management
Nebraska
$9K -$11.8K -88 -53%
GG
263
Gleason Group
Kentucky
$9K
WA
264
Win Advisors
Florida
$7K -$38.9K -290 -82%
SWA
265
Sutton Wealth Advisors
Florida
$6.81K
BCMLT
266
Beacon Capital Management LLC (Tennessee)
Tennessee
$6K
TAM
267
Tucker Asset Management
Colorado
$4.28K
WWP
268
WR Wealth Planners
Missouri
$3.46K +$268 +2 +7%
CCMW
269
Cypress Capital Management (Wyoming)
Wyoming
$3K
LFG
270
Larson Financial Group
Missouri
$3K +$3.36K +25 New
BC
271
Bartlett & Co
Ohio
$2K -$671 -5 -28%
BlackRock
272
BlackRock
New York
$2K -$403 -3 -13%
BAM
273
Byrne Asset Management
New Jersey
$2K
CA
274
Clearstead Advisors
Ohio
$2K +$1.75K +13 New
TF
275
TimeScale Financial
Massachusetts
$2K +$2.15K +16 New

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.