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iShares Russell Top 200 Growth ETF
IWY

210 hedge funds and large institutions have $2.55B invested in iShares Russell Top 200 Growth ETF in 2021 Q1 according to their latest regulatory filings, with 26 funds opening new positions, 70 increasing their positions, 66 reducing their positions, and 19 closing their positions.

New
Increased
Maintained
Reduced
Closed

37% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 19

3% more funds holding

Funds holding: 204 → 210 (+6)

6% more repeat investments, than reductions

Existing positions increased: 70 | Existing positions reduced: 66

1% more capital invested

Capital invested by funds: $2.54B → $2.55B (+$13.5M)

1.7% less ownership

Funds ownership: 73.97% → 72.26% (-1.7%)

21% less funds holding in top 10

Funds holding in top 10: 19 → 15 (-4)

Holders
210
Holders Change
+6
Holders Change %
+2.94%
% of All Funds
3.69%
Holding in Top 10
15
Holding in Top 10 Change
-4
Holding in Top 10 Change %
-21.05%
% of All Funds
0.26%
New
26
Increased
70
Reduced
66
Closed
19
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$88.6M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$36.3M
3
FCBT
First Citizens Bank & Trust
North Carolina
+$32.7M
4
AWM
AE Wealth Management
Kansas
+$23.4M
5
Bank of America
Bank of America
North Carolina
+$20.2M

Top Sellers

1
SS
Simplicity Solutions
Minnesota
-$175M
2
RJFSA
Raymond James Financial Services Advisors
Florida
-$14.6M
3
Morgan Stanley
Morgan Stanley
New York
-$11.5M
4
FIG
FundX Investment Group
California
-$10.9M
5
LPL Financial
LPL Financial
California
-$10.6M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
26
Wilmington Savings Fund Society
Delaware
$13.9M +$1.76M +13,132 +15%
CA
27
Crumly & Associates
Illinois
$13.5M +$192K +1,430 +1%
FIG
28
FundX Investment Group
California
$12.6M -$10.9M -81,594 -46%
SWA
29
SOA Wealth Advisors
New York
$12.5M +$18.2K +136 +0.1%
SFPG
30
Stonebridge Financial Planning Group
Florida
$11.2M -$26.7K -199 -0.3%
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$11.1M +$1.92M +14,333 +21%
GWMIA
32
Global Wealth Management Investment Advisory
Florida
$10.6M -$415K -3,096 -4%
US Bancorp
33
US Bancorp
Minnesota
$9.79M +$5.76M +42,985 +144%
SCA
34
Stokes Capital Advisors
South Carolina
$6.96M +$192K +1,431 +3%
Susquehanna International Group
35
Susquehanna International Group
Pennsylvania
$6.62M +$198K +1,474 +3%
Goldman Sachs
36
Goldman Sachs
New York
$6.48M +$3.57M +26,634 +124%
ASN
37
Advisory Services Network
Georgia
$6.34M -$103K -767 -2%
RJA
38
Raymond James & Associates
Florida
$5.47M -$2.32M -17,328 -30%
HIA
39
Harbor Investment Advisory
Maryland
$4.79M -$241K -1,801 -5%
FPGK
40
Financial Partners Group (Kansas)
Kansas
$3.83M -$8.04K -60 -0.2%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$3.81M +$279K +2,083 +8%
PAG
42
Private Advisor Group
New Jersey
$3.69M +$93.3K +696 +3%
LWP
43
Legacy Wealth Planning
Nevada
$3.66M +$24.1K +180 +0.7%
IA
44
IFP Advisors
Florida
$3.58M +$191K +1,423 +6%
FF
45
Fluent Financial
Texas
$3.37M – – –
NFP
46
Novak Financial Planning
Maryland
$3.32M +$63.5K +474 +2%
VOYA Investment Management
47
VOYA Investment Management
Georgia
$3.32M -$1.96M -14,598 -37%
GWM
48
Geneos Wealth Management
Colorado
$3.06M +$445K +3,317 +18%
BRWA
49
B. Riley Wealth Advisors
Florida
$2.99M +$2.98M +22,243 New
BMCM
50
Burns Matteson Capital Management
New York
$2.92M -$196K -1,459 -6%
1
2
3 4 5

IWY Hedge Fund Activity: Q1 2021 in Review

210 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2021, worth a combined $2.55B — up 0.53% from $2.54B a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IWY positions and 19 closed out — a net gain of 7 holders — while 70 added to existing stakes and 66 trimmed.

The largest buyer was TIAA FSB, adding an estimated $88.6M. The largest seller was Simplicity Solutions, cutting an estimated $175M.

  • 210 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2021, up from 204 in Q4 2020.
  • Funds reported $2.55B of iShares Russell Top 200 Growth ETF stock for Q1 2021, up 0.53% quarter-over-quarter.
  • 26 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2021 and 19 closed out, a net change of +7 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2021 was TIAA FSB, an estimated $88.6M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2021 was Simplicity Solutions, an estimated $175M sold.

Based on aggregated 13F filings for Q1 2021.