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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
Stifel Financial
101
Stifel Financial
Missouri
$983K +$55.2K +350 +6%
CWM
102
Cahaba Wealth Management
Georgia
$898K +$1.42K +9 +0.2%
SIS
103
Sound Income Strategies
Florida
$895K -$126K -799 -12%
ELI
104
Empire Life Investments
Ontario, Canada
$885K +$126K +800 +16%
ACS
105
Archford Capital Strategies
Illinois
$860K +$888K +5,631 New
BSW
106
Buckingham Strategic Wealth
Missouri
$853K +$76.2K +483 +9%
DIA
107
Dana Investment Advisors
Wisconsin
$850K +$198K +1,258 +29%
FA
108
Fermata Advisors
California
$849K +$878K +5,562 New
NA
109
NewEdge Advisors
Louisiana
$847K +$875K +5,546 New
MA
110
Mezzasalma Advisors
New Jersey
$846K -$7.73K -49 -0.9%
JMPWA
111
JP Morgan Private Wealth Advisors
California
$825K +$268K +1,700 +46%
KP
112
Keel Point
Alabama
$810K +$368K +2,330 +78%
WS
113
Wedbush Securities
California
$800K +$789 +5 +0.1%
PCA
114
Pallas Capital Advisors
Massachusetts
$783K
FAIM
115
Financial Advocates Investment Management
Washington
$776K +$169K +1,069 +27%
KPW
116
Kore Private Wealth
New York
$760K
GG
117
GenWealth Group
New Jersey
$733K -$61.4K -389 -7%
BAM
118
Belpointe Asset Management
Nevada
$698K +$263K +1,666 +57%
CCWA
119
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$696K
VWA
120
Visionary Wealth Advisors
Illinois
$696K +$51K +323 +8%
SPIA
121
Steward Partners Investment Advisory
New York
$688K
CFGS
122
Concourse Financial Group Securities
Alabama
$675K +$1.58K +10 +0.2%
CG
123
Colony Group
Massachusetts
$670K -$1.26K -8 -0.2%
ANTB
124
AMG National Trust Bank
Colorado
$668K
AF
125
Advisornet Financial
Minnesota
$652K +$658K +4,168 +4,168%

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.