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iShares Russell Top 200 Growth ETF

271 hedge funds and large institutions have $3.63B invested in iShares Russell Top 200 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

4.08% more ownership

Funds ownership: 80.01%84.09% (+4.1%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less capital invested

Capital invested by funds: $3.79B → $3.63B (-$159M)

1% less funds holding

Funds holding: 274271 (-3)

Holders
271
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
27
Increased
100
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OCM
51
One Capital Management
California
$4.32M -$64.9K -473 -1%
Baird Financial Group
52
Baird Financial Group
Wisconsin
$4.26M +$968K +7,056 +26%
CAN
53
Cetera Advisor Networks
California
$3.98M -$6.31M -45,956 -59%
OPS
54
Orion Portfolio Solutions
Nebraska
$3.96M -$967K -7,043 -18%
FPGK
55
Financial Partners Group (Kansas)
Kansas
$3.92M -$288K -2,095 -6%
RJA
56
Raymond James & Associates
Florida
$3.89M -$1.08M -7,835 -20%
HIA
57
Harbor Investment Advisory
Maryland
$3.89M +$191K +1,390 +5%
LWP
58
Legacy Wealth Planning
Nevada
$3.83M +$2.06K +15 +0%
PAG
59
Private Advisor Group
New Jersey
$3.77M +$35.1K +256 +0.9%
FPCG
60
Forum Private Client Group
Indiana
$3.69M +$2.96M +21,579 +274%
FA
61
Flagstar Advisors
New York
$3.6M +$292K +2,126 +8%
FF
62
Fluent Financial
Texas
$3.58M -$203K -1,481 -5%
BCI
63
Brinker Capital Investments
Pennsylvania
$3.49M +$15.6K +114 +0.4%
IA
64
IFP Advisors
Florida
$3.44M
PMG
65
ProVise Management Group
Florida
$3.13M +$611K +4,448 +22%
Cetera Investment Advisers
66
Cetera Investment Advisers
Illinois
$3.02M +$1.01M +7,376 +44%
KPWS
67
Kestra Private Wealth Services
Texas
$3M +$1.55M +11,293 +89%
WPW
68
Waldron Private Wealth
Pennsylvania
$2.95M +$2.2M +16,006 +212%
KWM
69
Kingsview Wealth Management
Oregon
$2.93M +$681K +4,962 +27%
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$2.86M -$3.91M -28,518 -56%
HighTower Advisors
71
HighTower Advisors
Illinois
$2.83M +$16.5K +120 +0.5%
Goldman Sachs
72
Goldman Sachs
New York
$2.65M -$449K -3,271 -13%
BMCM
73
Burns Matteson Capital Management
New York
$2.49M -$101K -736 -4%
NC
74
NinePointTwo Capital
California
$2.35M
AWM
75
Aspire Wealth Management
Massachusetts
$2.34M +$1.39M +10,106 +118%

IWY Hedge Fund Activity: Q2 2022 in Review

271 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2022, worth a combined $3.63B — down 4.2% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IWY positions and 26 closed out — a net gain of 1 holder — while 100 added to existing stakes and 90 trimmed.

The largest buyer was TIAA FSB, adding an estimated $335M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $37.9M.

  • 271 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2022, down from 274 in Q1 2022.
  • Funds reported $3.63B of iShares Russell Top 200 Growth ETF stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2022 and 26 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $335M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2022 was CAPTRUST Financial Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2022.