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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
BSW
101
Buckingham Strategic Wealth
Missouri
$769K +$859 +6 +0.1%
ELI
102
Empire Life Investments
Ontario, Canada
$753K +$28.6K +200 +4%
KPW
103
Kore Private Wealth
New York
$750K +$46.7K +326 +7%
PCA
104
Pallas Capital Advisors
Massachusetts
$731K +$665K +4,644 New
FIA
105
Foundations Investment Advisors
Arizona
$711K +$658K +4,596 New
CCWA
106
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$687K +$653K +4,562 New
SPIA
107
Steward Partners Investment Advisory
New York
$679K
SS
108
Simplicity Solutions
Minnesota
$675K -$457K -3,194 -42%
CFGS
109
Concourse Financial Group Securities
Alabama
$664K +$429 +3 +0.1%
CG
110
Colony Group
Massachusetts
$662K -$10.4K -73 -2%
ANTB
111
AMG National Trust Bank
Colorado
$659K -$165K -1,150 -21%
DAS
112
Dynamic Advisor Solutions
Arizona
$650K +$54.7K +382 +10%
DIA
113
Dana Investment Advisors
Wisconsin
$649K +$143K +996 +30%
VWA
114
Visionary Wealth Advisors
Illinois
$638K +$25.6K +179 +4%
PFS
115
Prospera Financial Services
Texas
$635K -$29.6K -207 -5%
ATC
116
Argent Trust Co
Tennessee
$630K
Fifth Third Bancorp
117
Fifth Third Bancorp
Ohio
$611K +$110K +769 +23%
ML
118
McAdam LLC
Pennsylvania
$608K +$552K +3,860 New
FAIM
119
Financial Advocates Investment Management
Washington
$605K +$18.6K +130 +3%
SI
120
Stephens Inc
Arkansas
$604K +$859 +6 +0.1%
Deutsche Bank
121
Deutsche Bank
Germany
$597K +$218K +1,522 +62%
RRA
122
Round Rock Advisors
Connecticut
$589K -$2.15K -15 -0.4%
OC
123
Oppenheimer & Co
New York
$584K -$42.9K -300 -7%
PNC Financial Services Group
124
PNC Financial Services Group
Pennsylvania
$578K +$88.6K +619 +19%
JP Morgan Chase
125
JP Morgan Chase
New York
$566K -$583K -4,072 -52%

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.