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iShares Russell Top 200 Growth ETF

274 hedge funds and large institutions have $3.79B invested in iShares Russell Top 200 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.63% more ownership

Funds ownership: 75.38%80.01% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 91

2% more capital invested

Capital invested by funds: $3.71B → $3.79B (+$74.1M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

2% less funds holding

Funds holding: 280274 (-6)

Holders
274
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
37
Increased
98
Reduced
91
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
M&T Bank
26
M&T Bank
New York
$20.1M -$1.45M -9,282 -7%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$19.9M -$14.1M -90,188 -42%
MCC
28
Money Concepts Capital
Florida
$18.6M +$7.07M +45,360 +63%
WSFS
29
Wilmington Savings Fund Society
Delaware
$18.2M +$442K +2,835 +3%
CA
30
Crumly & Associates
Illinois
$18M +$1.2M +7,686 +7%
HGWM
31
Horst & Graben Wealth Management
Oregon
$17M -$2.18M -13,975 -12%
ACA
32
Aspire Capital Advisors
Washington
$14.8M +$4.72M +30,247 +48%
SFPG
33
Stonebridge Financial Planning Group
Florida
$13.6M +$461K +2,957 +4%
CAN
34
Cetera Advisor Networks
California
$12.3M -$409K -2,625 -3%
VOYA Investment Management
35
VOYA Investment Management
Georgia
$12.3M +$3.59M +23,013 +42%
Northwestern Mutual Wealth Management
36
Northwestern Mutual Wealth Management
Wisconsin
$11.6M +$1.73M +11,129 +18%
LB
37
Leo Brokerage
Texas
$10.5M +$10.3M +66,051 New
DWM
38
Darwin Wealth Management
Florida
$9.41M +$4.58M +29,407 +98%
HF
39
HRT Financial
New York
$9.2M +$9.02M +57,887 New
EH
40
Equitable Holdings
New York
$9.07M +$2.51M +16,124 +39%
GWMIA
41
Global Wealth Management Investment Advisory
Florida
$8.54M -$825K -5,291 -9%
VA
42
Valmark Advisers
Ohio
$8.3M +$8.15M +52,251 New
Susquehanna International Group
43
Susquehanna International Group
Pennsylvania
$8.16M +$1.36M +8,722 +20%
ZIMP
44
Zimmermann Investment Management & Planning
Pennsylvania
$7.86M +$3.94M +25,260 +104%
SCA
45
Stokes Capital Advisors
South Carolina
$7.17M -$1.19M -7,617 -14%
ASN
46
Advisory Services Network
Georgia
$6.73M -$266K -1,706 -4%
OC
47
Oppenheimer & Co
New York
$6.29M +$4.45M +28,515 +257%
BCM
48
Brookstone Capital Management
Illinois
$6.26M +$622K +3,992 +11%
RJA
49
Raymond James & Associates
Florida
$6.18M +$165K +1,057 +3%
OPS
50
Orion Portfolio Solutions
Nebraska
$6.14M +$5.47M +35,086 +986%

IWY Hedge Fund Activity: Q1 2022 in Review

274 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2022, worth a combined $3.79B — up 2% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IWY and 37 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 98 added.

The largest buyer was TIAA FSB, adding an estimated $95.7M. The largest seller was AE Wealth Management, cutting an estimated $73M.

  • 274 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2022, down from 280 in Q4 2021.
  • Funds reported $3.79B of iShares Russell Top 200 Growth ETF stock for Q1 2022, up 2% quarter-over-quarter.
  • 37 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2022 and 38 closed out, a net change of -1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2022 was TIAA FSB, an estimated $95.7M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.