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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
BCWM
276
Bartlett & Co Wealth Management
Ohio
$1.55K -$671 -5 -28%
FHC
277
First Heartland Consultants
Missouri
$330 +$48.3K +360 +15%
PWP
278
Principle Wealth Partners
Connecticut
$207
Bank of Montreal
279
Bank of Montreal
Ontario, Canada
$41
MFP
280
Meridian Financial Partners
Virginia
-$2.28M -16,862 Closed
Renaissance Technologies
281
Renaissance Technologies
New York
-$726K -5,800 Closed
LAS
282
Lloyd Advisory Services
Georgia
-$509K -4,064 Closed
GM
283
GeoWealth Management
Illinois
-$380K -3,031 Closed
MHS
284
M Holdings Securities
Oregon
-$311K -2,479 Closed
GVAG
285
Great Valley Advisor Group
Delaware
-$302K -2,414 Closed
EP
286
Eudaimonia Partners
Tennessee
-$277K -2,211 Closed
RIM
287
Rockbridge Investment Management
New York
-$262K -2,093 Closed
KeyBank National Association
288
KeyBank National Association
Ohio
-$206K -1,644 Closed
CWM
289
Curi Wealth Management
North Carolina
-$191K -1,523 Closed
DAC
290
Dividend Assets Capital
South Carolina
-$139K -1,039 -100%
SIAP
291
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
-$101K -810 Closed
SWM
292
SeaCrest Wealth Management
New York
-$49K -390 Closed
PFGIA
293
Patriot Financial Group Insurance Agency
Massachusetts
-$9K -70 Closed
CA
294
CoreCap Advisors
Michigan
-$2K -16 Closed

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.