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iShares Russell Top 200 Growth ETF

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: 210223 (+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: 1514 (-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
Name Holding Trade Value Shares
Change
Change in
Stake
SBH
76
Segall Bryant & Hamill
Illinois
$1.43M -$351K -2,455 -21%
Susquehanna International Group
77
Susquehanna International Group
Pennsylvania
$1.4M -$5.7M -39,854 -81%
COF
78
Capital One Financial
Virginia
$1.38M -$57.8K -404 -4%
NEPWA
79
New England Private Wealth Advisors
Massachusetts
$1.35M +$398K +2,780 +45%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$1.31M +$266K +1,862 +27%
BWM
81
BCGM Wealth Management
Indiana
$1.3M -$116K -814 -9%
MWM
82
Meridian Wealth Management
Kentucky
$1.27M -$36.9K -258 -3%
AIP
83
Almanack Investment Partners
Pennsylvania
$1.27M +$1.2M +8,420 New
STA
84
Summit Trail Advisors
New York
$1.2M -$228K -1,592 -17%
SIC
85
Samalin Investment Counsel
New York
$1.2M -$158K -1,103 -12%
IC
86
IEQ Capital
California
$1.12M +$1.29K +9 +0.1%
PPA
87
Parametric Portfolio Associates
Washington
$1.11M +$72K +503 +7%
William Blair & Company
88
William Blair & Company
Illinois
$1.07M
TRCT
89
Tower Research Capital (TRC)
New York
$1.06M -$407K -2,847 -29%
CF
90
Clarity Financial
Texas
$1.05M +$1M +6,995 New
TFS
91
Thoroughbred Financial Services
Tennessee
$1.03M +$66.4K +464 +7%
SIS
92
Sound Income Strategies
Florida
$1M +$954K +6,664 New
CWM
93
Cahaba Wealth Management
Georgia
$918K +$859 +6 +0.1%
Stifel Financial
94
Stifel Financial
Missouri
$917K +$170K +1,186 +24%
AAS
95
Avantax Advisory Services
Texas
$879K +$81.9K +572 +11%
MA
96
Mezzasalma Advisors
New Jersey
$842K -$716 -5 -0.1%
SC
97
Scotia Capital
Ontario, Canada
$800K +$36.5K +255 +5%
WS
98
Wedbush Securities
California
$789K +$4.01K +28 +0.5%
GG
99
GenWealth Group
New Jersey
$781K
CAG
100
Csenge Advisory Group
Florida
$771K +$171K +1,195 +31%

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.