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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

Rank Fund Capital Flow
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

Rank Fund Capital Flow
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
BMCM
51
Burns Matteson Capital Management
New York
$3.21M -$54.7K -382 -2%
EH
52
Equitable Holdings
New York
$3.12M +$716K +5,002 +32%
HNB
53
Huntington National Bank
Ohio
$3.02M – – –
BCM
54
Brookstone Capital Management
Illinois
$2.99M +$2.53M +17,665 +1,103%
NC
55
NinePointTwo Capital
California
$2.82M – – –
TCM
56
Triumph Capital Management
Colorado
$2.72M +$2.49M +17,427 New
KAS
57
Kestra Advisory Services
Texas
$2.52M +$19K +133 +0.8%
RFC
58
Regions Financial Corp
Alabama
$2.37M – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$2.33M +$881K +6,158 +66%
GWM
60
Geneos Wealth Management
Colorado
$2.3M -$886K -6,190 -29%
Citadel Advisors
61
Citadel Advisors
Florida
$2.16M +$2.58K +18 +0.1%
Goldman Sachs
62
Goldman Sachs
New York
$2.15M -$4.85M -33,905 -70%
IRC
63
Investors Research Corp
Georgia
$2.13M +$683K +4,775 +51%
SPC
64
Sigma Planning Corp
Michigan
$2.02M -$546K -3,813 -22%
Creative Planning
65
Creative Planning
Kansas
$1.91M +$199K +1,389 +12%
DWM
66
Darwin Wealth Management
Florida
$1.88M +$1.79M +12,494 New
LNC
67
Lincoln National Corp
Pennsylvania
$1.87M -$85K -594 -5%
PMG
68
ProVise Management Group
Florida
$1.75M +$812K +5,676 +96%
Nomura Asset Management
69
Nomura Asset Management
Japan
$1.7M – – –
BWA
70
Beam Wealth Advisors
Louisiana
$1.66M +$143 +1 +0%
SF
71
Synovus Financial
Georgia
$1.65M +$957K +6,687 +157%
Cetera Investment Advisers
72
Cetera Investment Advisers
Illinois
$1.59M -$513K -3,587 -25%
CIBC World Market
73
CIBC World Market
Ontario, Canada
$1.56M – – –
WWM
74
Western Wealth Management
Colorado
$1.46M +$66.1K +462 +5%
VVP
75
Venture Visionary Partners
Ohio
$1.45M +$5.29K +37 +0.4%
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3
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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.