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iShares Russell Top 200 Growth ETF
IWY

223 hedge funds and large institutions have $2.8B invested in iShares Russell Top 200 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $2.55B → $2.8B (+$243M)

6% more funds holding

Funds holding: 210 → 223 (+13)

0.41% less ownership

Funds ownership: 72.26% → 71.85% (-0.41%)

7% less funds holding in top 10

Funds holding in top 10: 15 → 14 (-1)

Holders
223
Holders Change
+13
Holders Change %
+6.19%
% of All Funds
3.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
29
Increased
84
Reduced
66
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$89.5M
2
Truist Financial
Truist Financial
North Carolina
+$7.63M
3
CAN
Cetera Advisor Networks
California
+$6.13M
4
Ameriprise
Ameriprise
Minnesota
+$5.81M
5
Wells Fargo
Wells Fargo
California
+$4.54M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
-$41.4M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$40.4M
3
Bank of America
Bank of America
North Carolina
-$36.6M
4
SEM
Strategic Equity Management
Arizona
-$12.5M
5
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management
Wisconsin
-$8.67M
Name Holding Trade Value Shares
Change 		Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$15.3M +$2.7M +18,841 +23%
US Bancorp
27
US Bancorp
Minnesota
$13.5M +$2.4M +16,765 +23%
SWA
28
SOA Wealth Advisors
New York
$12.6M -$1.31M -9,179 -10%
SFPG
29
Stonebridge Financial Planning Group
Florida
$12.4M +$218K +1,526 +2%
GWMIA
30
Global Wealth Management Investment Advisory
Florida
$10.9M -$965K -6,745 -9%
SCA
31
Stokes Capital Advisors
South Carolina
$7.97M +$174K +1,214 +2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$7.23M -$8.67M -60,598 -56%
ASN
33
Advisory Services Network
Georgia
$7.08M -$15.9K -111 -0.2%
CAN
34
Cetera Advisor Networks
California
$6.89M +$6.13M +42,800 +1,444%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$6.09M +$2.26M +15,801 +64%
RJA
36
Raymond James & Associates
Florida
$6.08M -$34.6K -242 -0.6%
HIA
37
Harbor Investment Advisory
Maryland
$5.35M -$14.6K -102 -0.3%
LAS
38
Lloyd Advisory Services
Georgia
$4.73M +$3.67M +25,638 +446%
AWA
39
Arkadios Wealth Advisors
Georgia
$4.71M +$4.1M +28,633 +1,069%
PAG
40
Private Advisor Group
New Jersey
$4.35M +$209K +1,458 +5%
Baird Financial Group
41
Baird Financial Group
Wisconsin
$4.31M +$34.2K +239 +0.8%
FPGK
42
Financial Partners Group (Kansas)
Kansas
$4.27M -$17.3K -121 -0.4%
FF
43
Fluent Financial
Texas
$4.23M +$395K +2,761 +11%
LWP
44
Legacy Wealth Planning
Nevada
$4.22M +$114K +800 +3%
IA
45
IFP Advisors
Florida
$4.07M +$55.7K +389 +1%
NFP
46
Novak Financial Planning
Maryland
$3.85M +$125K +874 +4%
T
47
TRUADVICE
Florida
$3.64M +$2.59M +18,074 +358%
HighTower Advisors
48
HighTower Advisors
Illinois
$3.39M +$196K +1,372 +7%
SWP
49
Stratos Wealth Partners
Ohio
$3.34M +$235K +1,645 +8%
CWAG
50
Compton Wealth Advisory Group
Virginia
$3.24M +$264K +1,846 +9%
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IWY Hedge Fund Activity: Q2 2021 in Review

223 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2021, worth a combined $2.8B — up 9.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 15 closed out — a net gain of 14 holders — while 84 added to existing stakes and 66 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $89.5M. The largest seller was First Citizens Bank & Trust, cutting an estimated $41.4M.

  • 223 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2021, up from 210 in Q1 2021.
  • Funds reported $2.8B of iShares Russell Top 200 Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2021 and 15 closed out, a net change of +14 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2021 was AE Wealth Management, an estimated $89.5M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2021 was First Citizens Bank & Trust, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2021.