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iShares Russell Top 200 Growth ETF

240 hedge funds and large institutions have $2.83B invested in iShares Russell Top 200 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

8% more funds holding

Funds holding: 223240 (+17)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $2.8B → $2.83B (+$31.7M)

2.72% less ownership

Funds ownership: 71.85%69.13% (-2.7%)

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
33
Increased
82
Reduced
70
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWA
76
Beam Wealth Advisors
Louisiana
$1.54M -$147K -930 -8%
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1.47M +$146K +925 +11%
VOYA Investment Management
78
VOYA Investment Management
Georgia
$1.46M -$4.87M -30,891 -76%
SBH
79
Segall Bryant & Hamill
Illinois
$1.44M -$9.47K -60 -0.6%
COF
80
Capital One Financial
Virginia
$1.4M
RFC
81
Regions Financial Corp
Alabama
$1.38M -$1.06M -6,698 -43%
BWM
82
BCGM Wealth Management
Indiana
$1.37M -$9.94K -63 -0.8%
MWM
83
Meridian Wealth Management
Kentucky
$1.35M +$67.5K +428 +5%
SCM
84
Southport Capital Management
Tennessee
$1.32M +$850K +5,388 +164%
AAS
85
Avantax Advisory Services
Texas
$1.27M +$396K +2,508 +43%
VVP
86
Venture Visionary Partners
Ohio
$1.25M -$230K -1,459 -15%
SIC
87
Samalin Investment Counsel
New York
$1.24M +$24.6K +156 +2%
STA
88
Summit Trail Advisors
New York
$1.22M
CW
89
CreativeOne Wealth
Kansas
$1.2M +$1.24M +7,868 New
NEPWA
90
New England Private Wealth Advisors
Massachusetts
$1.2M -$176K -1,115 -12%
SC
91
Scotia Capital
Ontario, Canada
$1.18M +$384K +2,435 +46%
LAS
92
Lloyd Advisory Services
Georgia
$1.17M -$3.74M -23,728 -76%
CIBC World Market
93
CIBC World Market
Ontario, Canada
$1.15M -$450K -2,850 -28%
IC
94
IEQ Capital
California
$1.13M
PPA
95
Parametric Portfolio Associates
Washington
$1.13M +$2.21K +14 +0.2%
CAG
96
Csenge Advisory Group
Florida
$1.12M +$337K +2,137 +42%
T
97
TNF
Montana
$1.11M +$1.05M +6,644 New
TFS
98
Thoroughbred Financial Services
Tennessee
$1.11M +$66.7K +423 +6%
William Blair & Company
99
William Blair & Company
Illinois
$1.08M
WPW
100
Waldron Private Wealth
Pennsylvania
$1.08M +$1.12M +7,068 New

IWY Hedge Fund Activity: Q3 2021 in Review

240 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2021, worth a combined $2.83B — up 1.1% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IWY positions and 12 closed out — a net gain of 21 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was TIAA FSB, adding an estimated $29.9M. The largest seller was AE Wealth Management, cutting an estimated $51.7M.

  • 240 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2021, up from 223 in Q2 2021.
  • Funds reported $2.83B of iShares Russell Top 200 Growth ETF stock for Q3 2021, up 1.1% quarter-over-quarter.
  • 33 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2021 and 12 closed out, a net change of +21 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2021 was TIAA FSB, an estimated $29.9M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2021.