We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

274 hedge funds and large institutions have $3.79B invested in iShares Russell Top 200 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.63% more ownership

Funds ownership: 75.38%80.01% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 91

2% more capital invested

Capital invested by funds: $3.71B → $3.79B (+$74.1M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

2% less funds holding

Funds holding: 280274 (-6)

Holders
274
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
37
Increased
98
Reduced
91
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KWM
76
Kingsview Wealth Management
Oregon
$2.93M +$2.88M +18,468 New
Cetera Investment Advisers
77
Cetera Investment Advisers
Illinois
$2.66M +$1M +6,420 +62%
ML
78
McAdam LLC
Pennsylvania
$2.65M +$1.79M +11,471 +221%
PFG
79
Peterson Financial Group
Iowa
$2.59M -$25.9K -166 -1%
AWS
80
Atria Wealth Solutions
New York
$2.55M +$2.5M +16,038 New
WWM
81
Western Wealth Management
Colorado
$2.46M +$682K +4,375 +39%
NA
82
NewEdge Advisors
Louisiana
$2.44M -$1.31M -8,412 -35%
AF
83
Allworth Financial
California
$2.34M -$1.03M -6,604 -31%
Creative Planning
84
Creative Planning
Kansas
$2.27M +$486K +3,116 +28%
TCM
85
Triumph Capital Management
Colorado
$2.19M +$94.9K +609 +5%
SF
86
Synovus Financial
Georgia
$2.17M -$120K -770 -5%
FA
87
Fermata Advisors
California
$2.11M +$298K +1,913 +17%
LA
88
Latitude Advisors
Florida
$2.1M +$1.1M +7,061 +115%
GWM
89
Geneos Wealth Management
Colorado
$2.08M +$5.92K +38 +0.3%
KPWS
90
Kestra Private Wealth Services
Texas
$2.01M -$109K -702 -5%
Rockefeller Capital Management
91
Rockefeller Capital Management
New York
$1.96M -$27.1K -174 -1%
Fidelity Investments
92
Fidelity Investments
Massachusetts
$1.96M -$30.1K -193 -2%
Stifel Financial
93
Stifel Financial
Missouri
$1.88M +$629K +4,038 +52%
SA
94
Stewardship Advisors
Pennsylvania
$1.69M +$1.65M +10,608 New
RIA
95
Regal Investment Advisors
Michigan
$1.68M +$1.13M +7,260 +220%
US Bancorp
96
US Bancorp
Minnesota
$1.68M -$1.75M -11,230 -52%
BRWM
97
B. Riley Wealth Management
Tennessee
$1.63M -$955K -6,129 -37%
TFS
98
Thoroughbred Financial Services
Tennessee
$1.54M +$259K +1,664 +21%
GT
99
Glenmede Trust
Pennsylvania
$1.52M +$1.05M +6,724 +236%
SBH
100
Segall Bryant & Hamill
Illinois
$1.48M +$1.45M +9,330 New

IWY Hedge Fund Activity: Q1 2022 in Review

274 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2022, worth a combined $3.79B — up 2% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IWY and 37 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 98 added.

The largest buyer was TIAA FSB, adding an estimated $95.7M. The largest seller was AE Wealth Management, cutting an estimated $73M.

  • 274 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2022, down from 280 in Q4 2021.
  • Funds reported $3.79B of iShares Russell Top 200 Growth ETF stock for Q1 2022, up 2% quarter-over-quarter.
  • 37 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2022 and 38 closed out, a net change of -1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2022 was TIAA FSB, an estimated $95.7M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.