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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
CCFM
276
Clear Creek Financial Management
Washington
-$4.9M -28,243 Closed
FEM
277
Fulcrum Equity Management
Texas
-$4M -23,049 Closed
Renaissance Technologies
278
Renaissance Technologies
New York
-$1.99M -11,500 Closed
EE
279
EWG Elevate
California
-$1.89M -10,877 Closed
CF
280
Clarity Financial
Texas
-$1.88M -10,839 Closed
MWM
281
Merriman Wealth Management
Washington
-$1.56M -9,000 Closed
TRCT
282
Tower Research Capital (TRC)
New York
-$1.29M -7,438 Closed
WS
283
Wedbush Securities
California
-$1.03M -5,917 Closed
BNP Paribas Financial Markets
284
BNP Paribas Financial Markets
France
-$692K -3,994 Closed
MFP
285
Meridian Financial Partners
Virginia
-$607K -3,809 Closed
IWN
286
Independent Wealth Network
Iowa
-$391K -2,258 Closed
KJHP
287
K.J. Harrison & Partners
Ontario, Canada
-$378K -2,175 Closed
WP
288
WealthSource Partners
California
-$371K -2,139 Closed
FPOC
289
Financial Planners of Cleveland
Ohio
-$303K -1,846 Closed
AA
290
Advisory Alpha
Michigan
-$301K -1,736 Closed
LWM
291
Liberty Wealth Management
California
-$296 -1,712 Closed
BRWA
292
B. Riley Wealth Advisors
Florida
-$276K -1,587 Closed
Qube Research & Technologies (QRT)
293
Qube Research & Technologies (QRT)
United Kingdom
-$239K -1,376 Closed
FWM
294
FFT Wealth Management
Pennsylvania
-$210K -1,213 Closed
UCFA
295
United Capital Financial Advisors
Texas
-$210K -1,212 Closed
USCWA
296
U.S. Capital Wealth Advisors
Texas
-$208K -1,202 Closed
BSW
297
Buckingham Strategic Wealth
Missouri
-$207K -1,196 Closed
MWM
298
MY Wealth Management
Maryland
-$203K -1,169 Closed
IF
299
Intrua Financial
Texas
-$202K -1,166 Closed
CWS
300
Confluence Wealth Services
Pennsylvania
-$193K -1,114 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.