We are live on ! Find out more
IWY icon

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
CCFM
51
Clear Creek Financial Management
Washington
$4.9M +$4.71M +28,243 New
BCI
52
Brinker Capital Investments
Pennsylvania
$4.88M +$4.69M +28,134 New
IA
53
IFP Advisors
Florida
$4.85M +$184K +1,105 +4%
LWP
54
Legacy Wealth Planning
Nevada
$4.82M -$66.8K -401 -1%
DWM
55
Darwin Wealth Management
Florida
$4.7M +$1.6M +9,598 +47%
FF
56
Fluent Financial
Texas
$4.3M -$396K -2,377 -9%
FA
57
Flagstar Advisors
New York
$4.26M +$38K +228 +0.9%
IRC
58
Investors Research Corp
Georgia
$4.22M +$1M +6,029 +33%
ZIMP
59
Zimmermann Investment Management & Planning
Pennsylvania
$4.2M +$4.03M +24,203 New
CWAG
60
Compton Wealth Advisory Group
Virginia
$4.15M +$177K +1,065 +5%
NA
61
NewEdge Advisors
Louisiana
$4.12M +$3.03M +18,196 +328%
FEM
62
Fulcrum Equity Management
Texas
$4M +$3.84M +23,049 New
SWP
63
Stratos Wealth Partners
Ohio
$3.94M +$41.8K +251 +1%
HighTower Advisors
64
HighTower Advisors
Illinois
$3.92M -$134K -806 -3%
US Bancorp
65
US Bancorp
Minnesota
$3.78M -$1.13M -6,790 -24%
AF
66
Allworth Financial
California
$3.69M -$682K -4,095 -16%
BMCM
67
Burns Matteson Capital Management
New York
$3.59M -$8.66K -52 -0.3%
HNB
68
Huntington National Bank
Ohio
$3.31M – – –
KAS
69
Kestra Advisory Services
Texas
$3.3M -$2.38M -14,299 -43%
NC
70
NinePointTwo Capital
California
$3.25M – – –
PMG
71
ProVise Management Group
Florida
$3.1M +$491K +2,948 +20%
Goldman Sachs
72
Goldman Sachs
New York
$2.97M -$11.3M -67,936 -80%
GM
73
GeoWealth Management
Illinois
$2.9M -$10.1M -60,386 -78%
PFG
74
Peterson Financial Group
Iowa
$2.86M +$2.75M +16,490 New
BRWM
75
B. Riley Wealth Management
Tennessee
$2.84M -$1.77M -10,647 -39%
1 2
3
4 5

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.