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iShares Russell Top 200 Growth ETF

240 hedge funds and large institutions have $2.83B invested in iShares Russell Top 200 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

8% more funds holding

Funds holding: 223240 (+17)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $2.8B → $2.83B (+$31.7M)

2.72% less ownership

Funds ownership: 71.85%69.13% (-2.7%)

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
33
Increased
82
Reduced
70
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFPG
26
Stonebridge Financial Planning Group
Florida
$13.6M +$143K +908 +1%
SWA
27
SOA Wealth Advisors
New York
$13.1M +$287K +1,821 +2%
Goldman Sachs
28
Goldman Sachs
New York
$13M +$11.2M +70,841 +497%
PCP
29
Proficio Capital Partners
Massachusetts
$12.6M +$13M +82,478 New
GM
30
GeoWealth Management
Illinois
$11.8M +$12.2M +77,108 New
EF
31
Empowered Funds
Pennsylvania
$11.4M +$11.8M +74,956 New
CAN
32
Cetera Advisor Networks
California
$10.7M +$3.87M +24,504 +54%
GWMIA
33
Global Wealth Management Investment Advisory
Florida
$9.99M -$1.06M -6,700 -9%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$8.72M +$1.44M +9,116 +19%
SCA
35
Stokes Capital Advisors
South Carolina
$8.18M +$99.9K +633 +1%
RJA
36
Raymond James & Associates
Florida
$6.98M +$838K +5,312 +13%
ASN
37
Advisory Services Network
Georgia
$6.85M -$335K -2,122 -5%
PAG
38
Private Advisor Group
New Jersey
$6.33M +$1.98M +12,563 +44%
FIG
39
FundX Investment Group
California
$5.64M +$411K +2,607 +8%
KAS
40
Kestra Advisory Services
Texas
$5.09M +$2.63M +16,644 +100%
AWA
41
Arkadios Wealth Advisors
Georgia
$4.79M +$11.7K +74 +0.2%
FTUS
42
Flow Traders U.S.
New York
$4.58M +$4.73M +29,992 New
HIA
43
Harbor Investment Advisory
Maryland
$4.56M -$888K -5,627 -16%
EH
44
Equitable Holdings
New York
$4.48M +$1.36M +8,619 +42%
FPGK
45
Financial Partners Group (Kansas)
Kansas
$4.42M +$88.2K +559 +2%
BCM
46
Brookstone Capital Management
Illinois
$4.41M +$1.46M +9,250 +48%
US Bancorp
47
US Bancorp
Minnesota
$4.36M -$9.62M -60,959 -68%
LWP
48
Legacy Wealth Planning
Nevada
$4.3M +$26.7K +169 +0.6%
Baird Financial Group
49
Baird Financial Group
Wisconsin
$4.3M -$68.3K -433 -2%
FF
50
Fluent Financial
Texas
$4.15M -$142K -903 -3%

IWY Hedge Fund Activity: Q3 2021 in Review

240 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2021, worth a combined $2.83B — up 1.1% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IWY positions and 12 closed out — a net gain of 21 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was TIAA FSB, adding an estimated $29.9M. The largest seller was AE Wealth Management, cutting an estimated $51.7M.

  • 240 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2021, up from 223 in Q2 2021.
  • Funds reported $2.83B of iShares Russell Top 200 Growth ETF stock for Q3 2021, up 1.1% quarter-over-quarter.
  • 33 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2021 and 12 closed out, a net change of +21 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2021 was TIAA FSB, an estimated $29.9M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2021.