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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
SF
76
Synovus Financial
Georgia
$2.5M – – –
KPWS
77
Kestra Private Wealth Services
Texas
$2.31M +$1.79M +10,765 +416%
TCM
78
Triumph Capital Management
Colorado
$2.28M -$725K -4,354 -25%
GWM
79
Geneos Wealth Management
Colorado
$2.26M -$222K -1,333 -9%
Fidelity Investments
80
Fidelity Investments
Massachusetts
$2.17M +$481K +2,888 +30%
Rockefeller Capital Management
81
Rockefeller Capital Management
New York
$2.17M -$294K -1,763 -12%
LNC
82
Lincoln National Corp
Pennsylvania
$2.15M -$14K -84 -0.7%
Renaissance Technologies
83
Renaissance Technologies
New York
$1.99M +$150K +900 +8%
FA
84
Fermata Advisors
California
$1.97M +$963K +5,780 +104%
Creative Planning
85
Creative Planning
Kansas
$1.94M -$37K -222 -2%
WWM
86
Western Wealth Management
Colorado
$1.93M +$1.86M +11,139 New
OC
87
Oppenheimer & Co
New York
$1.93M +$1.21M +7,234 +187%
EE
88
EWG Elevate
California
$1.89M +$1.81M +10,877 New
CF
89
Clarity Financial
Texas
$1.88M -$721K -4,329 -29%
Cetera Investment Advisers
90
Cetera Investment Advisers
Illinois
$1.79M -$61.3K -368 -3%
MWM
91
Maripau Wealth Management
Indiana
$1.71M +$1.81M +10,850 New
RFC
92
Regions Financial Corp
Alabama
$1.7M +$126K +755 +8%
MWM
93
Merriman Wealth Management
Washington
$1.56M +$1.5M +9,000 New
COF
94
Capital One Financial
Virginia
$1.56M -$30.8K -185 -2%
LAS
95
Lloyd Advisory Services
Georgia
$1.55M +$214K +1,287 +17%
MWM
96
Meridian Wealth Management
Kentucky
$1.54M +$9.66K +58 +0.7%
CW
97
CreativeOne Wealth
Kansas
$1.48M +$114K +685 +9%
SCM
98
Southport Capital Management
Tennessee
$1.47M -$32K -192 -2%
NWMG
99
National Wealth Management Group
Ohio
$1.46M +$1.4M +8,425 New
STA
100
Summit Trail Advisors
New York
$1.46M +$70.8K +425 +5%
2 3
4
5 6

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.