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iShares Russell Top 200 Growth ETF
IWY

280 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 15

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

17% more funds holding

Funds holding: 240 → 280 (+40)

6.25% more ownership

Funds ownership: 69.13% → 75.38% (+6.3%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
4.31%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.29%
New
57
Increased
97
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$146M
3
WBG
Wharton Business Group
Pennsylvania
+$40.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$20.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
-$12.6M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
GM
GeoWealth Management
Illinois
-$10.1M
4
FTUS
Flow Traders U.S.
New York
-$4.58M
5
AWA
Arkadios Wealth Advisors
Georgia
-$4.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
WSFS
26
Wilmington Savings Fund Society
Delaware
$19.4M -$40.5K -243 -0.2%
CA
27
Crumly & Associates
Illinois
$16.5M +$46.1K +277 +0.3%
SWA
28
SOA Wealth Advisors
New York
$15.7M +$725K +4,350 +5%
CAN
29
Cetera Advisor Networks
California
$13.9M +$1.67M +10,051 +14%
SFPG
30
Stonebridge Financial Planning Group
Florida
$12.9M +$301K +1,806 +2%
WA
31
Win Advisors
Florida
$12.7M +$12.2M +73,520 New
MCC
32
Money Concepts Capital
Florida
$12.4M +$11.9M +71,592 New
ACA
33
Aspire Capital Advisors
Washington
$10.9M +$10.5M +63,048 New
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$10.7M +$756K +4,538 +8%
GWMIA
35
Global Wealth Management Investment Advisory
Florida
$10.2M -$1.06M -6,335 -10%
VOYA Investment Management
36
VOYA Investment Management
Georgia
$9.4M +$7.44M +44,662 +467%
SCA
37
Stokes Capital Advisors
South Carolina
$9.14M -$137K -825 -2%
EF
38
Empowered Funds
Pennsylvania
$8.6M -$4.22M -25,325 -34%
ASN
39
Advisory Services Network
Georgia
$7.64M -$135K -811 -2%
SPW
40
Surience Private Wealth
Washington
$7.5M +$7.21M +43,254 New
Susquehanna International Group
41
Susquehanna International Group
Pennsylvania
$7.39M +$4.98M +29,897 +234%
EH
42
Equitable Holdings
New York
$7.11M +$1.94M +11,670 +40%
FIG
43
FundX Investment Group
California
$6.85M +$423K +2,542 +7%
RJA
44
Raymond James & Associates
Florida
$6.56M -$1.31M -7,843 -17%
BCM
45
Brookstone Capital Management
Illinois
$6.25M +$1.52M +9,151 +32%
PAG
46
Private Advisor Group
New Jersey
$5.89M -$1.24M -7,433 -18%
JSW
47
Journey Strategic Wealth
New Jersey
$5.73M +$5.5M +33,037 New
FPGK
48
Financial Partners Group (Kansas)
Kansas
$5.64M +$1.06M +6,368 +22%
HIA
49
Harbor Investment Advisory
Maryland
$5.22M +$35K +210 +0.7%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$4.9M +$15K +90 +0.3%
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IWY Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2021, worth a combined $3.71B — up 31% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IWY positions and 15 closed out — a net gain of 42 holders — while 97 added to existing stakes and 76 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $150M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $12.6M sold.

  • 280 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2021, up from 240 in Q3 2021.
  • Funds reported $3.71B of iShares Russell Top 200 Growth ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 57 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2021 and 15 closed out, a net change of +42 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $150M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2021 was Proficio Capital Partners, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2021.