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iShares Russell Top 200 Growth ETF
IWY

281 hedge funds and large institutions have $3.47B invested in iShares Russell Top 200 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

16% more funds holding in top 10

Funds holding in top 10: 19 → 22 (+3)

4% more funds holding

Funds holding: 271 → 281 (+10)

4% less capital invested

Capital invested by funds: $3.63B → $3.47B (-$163M)

1.62% less ownership

Funds ownership: 84.09% → 82.48% (-1.6%)

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.84%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.38%
New
29
Increased
117
Reduced
79
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
+$43.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$26.5M
3
Truist Financial
Truist Financial
North Carolina
+$25.8M
4
MOS
MGO One Seven
Ohio
+$25.8M
5
Ameriprise
Ameriprise
Minnesota
+$18.9M

Top Sellers

Rank Fund Capital Flow
1
FCBT
First Citizens Bank & Trust
North Carolina
-$126M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$124M
3
SS
Simplicity Solutions
Minnesota
-$6.12M
4
FA
FDx Advisors
Illinois
-$4.91M
5
AWM
AE Wealth Management
Kansas
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCMD
26
Cypress Capital Management (Delaware)
Delaware
$14.8M -$1.02M -7,594 -6%
M&T Bank
27
M&T Bank
New York
$14.3M +$970K +7,226 +6%
HGWM
28
Horst & Graben Wealth Management
Oregon
$13.4M -$595K -4,433 -4%
WAP
29
Wealthcare Advisory Partners
Pennsylvania
$13M -$1.06M -7,903 -7%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$12.3M +$341K +2,541 +3%
CA
31
Crumly & Associates
Illinois
$10.9M +$944K +7,034 +8%
SFPG
32
Stonebridge Financial Planning Group
Florida
$10.1M +$253K +1,886 +2%
CWAG
33
Compton Wealth Advisory Group
Virginia
$9.69M +$4.53M +33,749 +71%
Thrivent Financial for Lutherans
34
Thrivent Financial for Lutherans
Minnesota
$8.8M +$4.45M +33,180 +85%
SEM
35
Strategic Equity Management
Arizona
$8.67M +$165K +1,229 +2%
ACA
36
Aspire Capital Advisors
Washington
$8.54M +$124K +925 +1%
ZIMP
37
Zimmermann Investment Management & Planning
Pennsylvania
$8.19M +$1.06M +7,922 +13%
EH
38
Equitable Holdings
New York
$7.36M +$422K +3,147 +5%
VA
39
Valmark Advisers
Ohio
$7.35M -$108K -804 -1%
JSW
40
Journey Strategic Wealth
New Jersey
$6.35M -$37.3K -278 -0.5%
DC
41
Davenport & Co
Virginia
$6.18M +$6.95M +51,746 New
SWP
42
Stratos Wealth Partners
Ohio
$5.78M +$466K +3,470 +8%
KAS
43
Kestra Advisory Services
Texas
$5.75M +$233K +1,738 +4%
BCM
44
Brookstone Capital Management
Illinois
$5.58M +$443K +3,302 +8%
IRC
45
Investors Research Corp
Georgia
$5.43M +$733K +5,461 +14%
ML
46
McAdam LLC
Pennsylvania
$5.3M +$114K +852 +2%
FPCG
47
Forum Private Client Group
Indiana
$5.1M +$1.78M +13,239 +45%
Citadel Advisors
48
Citadel Advisors
Florida
$5.05M +$5.35M +39,834 +1,637%
GRP
49
Global Retirement Partners
California
$4.94M +$575K +4,286 +12%
Baird Financial Group
50
Baird Financial Group
Wisconsin
$4.53M +$521K +3,879 +11%
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IWY Hedge Fund Activity: Q3 2022 in Review

281 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2022, worth a combined $3.47B — down 4.5% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 14 closed out — a net gain of 15 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was TIAA FSB, adding an estimated $43.1M. The largest seller was First Citizens Bank & Trust, cutting an estimated $126M.

  • 281 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2022, up from 271 in Q2 2022.
  • Funds reported $3.47B of iShares Russell Top 200 Growth ETF stock for Q3 2022, down 4.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2022 and 14 closed out, a net change of +15 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $43.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2022 was First Citizens Bank & Trust, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2022.