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iShares Russell Top 200 Growth ETF

271 hedge funds and large institutions have $3.63B invested in iShares Russell Top 200 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

4.08% more ownership

Funds ownership: 80.01%84.09% (+4.1%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less capital invested

Capital invested by funds: $3.79B → $3.63B (-$159M)

1% less funds holding

Funds holding: 274271 (-3)

Holders
271
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
27
Increased
100
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HNB
76
Huntington National Bank
Ohio
$2.31M
MFP
77
Meridian Financial Partners
Virginia
$2.28M +$2.31M +16,862 New
JF
78
JSF Financial
California
$2.21M -$187K -1,365 -7%
9WM
79
9258 Wealth Management
Ohio
$2.13M +$2M +14,588 +596%
HF
80
HRT Financial
New York
$2.06M -$5.69M -41,453 -72%
PFG
81
Peterson Financial Group
Iowa
$1.95M -$103K -752 -5%
WWM
82
Western Wealth Management
Colorado
$1.79M -$169K -1,234 -8%
TFS
83
Thoroughbred Financial Services
Tennessee
$1.72M +$556K +4,049 +42%
NA
84
NewEdge Advisors
Louisiana
$1.65M -$294K -2,139 -14%
SF
85
Synovus Financial
Georgia
$1.53M -$196K -1,427 -10%
Fidelity Investments
86
Fidelity Investments
Massachusetts
$1.53M -$18.9K -138 -1%
Stifel Financial
87
Stifel Financial
Missouri
$1.51M +$33.1K +241 +2%
SA
88
Stewardship Advisors
Pennsylvania
$1.49M +$181K +1,320 +12%
Rockefeller Capital Management
89
Rockefeller Capital Management
New York
$1.45M -$103K -753 -6%
Creative Planning
90
Creative Planning
Kansas
$1.45M -$374K -2,724 -19%
AAS
91
Avantax Advisory Services
Texas
$1.39M +$346K +2,522 +29%
Deutsche Bank
92
Deutsche Bank
Germany
$1.31M +$485K +3,532 +51%
GT
93
Glenmede Trust
Pennsylvania
$1.31M +$121K +879 +9%
SIC
94
Samalin Investment Counsel
New York
$1.3M +$175K +1,272 +14%
AF
95
Allworth Financial
California
$1.29M -$604K -4,400 -30%
SPC
96
Sigma Planning Corp
Michigan
$1.25M +$103K +751 +8%
MWM
97
Maripau Wealth Management
Indiana
$1.21M -$133K -966 -10%
CAC
98
Certified Advisory Corp
Florida
$1.2M +$731K +5,326 +126%
CAG
99
Csenge Advisory Group
Florida
$1.18M +$76.9K +560 +6%
SBH
100
Segall Bryant & Hamill
Illinois
$1.17M +$1.51K +11 +0.1%

IWY Hedge Fund Activity: Q2 2022 in Review

271 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2022, worth a combined $3.63B — down 4.2% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IWY positions and 26 closed out — a net gain of 1 holder — while 100 added to existing stakes and 90 trimmed.

The largest buyer was TIAA FSB, adding an estimated $335M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $37.9M.

  • 271 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2022, down from 274 in Q1 2022.
  • Funds reported $3.63B of iShares Russell Top 200 Growth ETF stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2022 and 26 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $335M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2022 was CAPTRUST Financial Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2022.