We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

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: 1922 (+3)

4% more funds holding

Funds holding: 271281 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
SCA
51
Stokes Capital Advisors
South Carolina
$4.43M -$116K -864 -2%
CAN
52
Cetera Advisor Networks
California
$4.12M +$367K +2,733 +9%
OCM
53
One Capital Management
California
$4.06M -$73.2K -545 -2%
FF
54
Fluent Financial
Texas
$4.02M +$678K +5,053 +18%
9WM
55
9258 Wealth Management
Ohio
$4M +$2.21M +16,483 +97%
GWMIA
56
Global Wealth Management Investment Advisory
Florida
$3.88M -$300K -2,232 -6%
VOYA Investment Management
57
VOYA Investment Management
Georgia
$3.79M -$3.57M -26,613 -46%
RJA
58
Raymond James & Associates
Florida
$3.72M +$5.37K +40 +0.1%
HIA
59
Harbor Investment Advisory
Maryland
$3.71M
FPGK
60
Financial Partners Group (Kansas)
Kansas
$3.69M -$54.2K -404 -1%
FA
61
Flagstar Advisors
New York
$3.68M +$270K +2,008 +7%
PAG
62
Private Advisor Group
New Jersey
$3.65M +$65.9K +491 +2%
CA
63
Cetera Advisors
Colorado
$3.64M +$3.3M +24,596 +422%
OPS
64
Orion Portfolio Solutions
Nebraska
$3.62M -$175K -1,305 -4%
LWP
65
Legacy Wealth Planning
Nevada
$3.62M -$37.9K -282 -0.9%
KPWS
66
Kestra Private Wealth Services
Texas
$3.56M +$791K +5,892 +25%
ME
67
McIlrath & Eck
Washington
$3.53M +$3.96M +29,506 New
Cetera Investment Advisers
68
Cetera Investment Advisers
Illinois
$3.49M +$680K +5,065 +21%
AF
69
Apexium Financial
Texas
$3.48M +$3.91M +29,136 New
IA
70
IFP Advisors
Florida
$3.44M -$134 -1 -0%
BCI
71
Brinker Capital Investments
Pennsylvania
$3.33M -$537 -4 -0%
PMG
72
ProVise Management Group
Florida
$3.29M +$335K +2,493 +10%
AWM
73
Aspire Wealth Management
Massachusetts
$3.2M +$1.09M +8,123 +43%
NA
74
NewEdge Advisors
Louisiana
$3.08M +$1.69M +12,571 +95%
Goldman Sachs
75
Goldman Sachs
New York
$2.95M +$474K +3,532 +17%

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.