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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
FHA
276
First Horizon Advisors
Tennessee
$4K +$4.67K +28 New
LFG
277
Larson Financial Group
Missouri
$1K
EIP
278
Ellis Investment Partners
Pennsylvania
$1K +$1K +6 New
FHC
279
First Heartland Consultants
Missouri
$347 +$80.6K +484 +32%
LWM
280
Liberty Wealth Management
California
$296 +$145K +871 +104%
PCP
281
Proficio Capital Partners
Massachusetts
-$12.6M -82,478 Closed
FTUS
282
Flow Traders U.S.
New York
-$4.58M -29,992 Closed
BWA
283
Beam Wealth Advisors
Louisiana
-$1.54M -10,062 Closed
SBH
284
Segall Bryant & Hamill
Illinois
-$1.44M -9,437 Closed
NEPWA
285
New England Private Wealth Advisors
Massachusetts
-$1.2M -7,865 Closed
CCWA
286
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
-$696K -4,562 Closed
GRP
287
Global Retirement Partners
California
-$558K -3,656 Closed
CWA
288
Clarus Wealth Advisors
Arizona
-$384K -2,510 Closed
WF
289
Welch & Forbes
Massachusetts
-$382K -2,500 Closed
SS
290
Simplicity Solutions
Minnesota
-$376K -2,463 Closed
SWM
291
SeaCrest Wealth Management
New York
-$220K -1,440 Closed
APWA
292
Atlas Private Wealth Advisors
New Jersey
-$38K -250 Closed
JCM
293
Jacobi Capital Management
Pennsylvania
-$34K -220 Closed
Barclays
294
Barclays
United Kingdom
-$26K -168 Closed
CPC
295
Consolidated Planning Corp
Georgia
-$9K -57 Closed

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.