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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
LNC
101
Lincoln National Corp
Pennsylvania
$1.46M -$498K -3,195 -26%
SPC
102
Sigma Planning Corp
Michigan
$1.46M +$304K +1,950 +27%
SIC
103
Samalin Investment Counsel
New York
$1.45M +$120K +772 +9%
CAG
104
Csenge Advisory Group
Florida
$1.41M +$588K +3,772 +74%
MWM
105
Maripau Wealth Management
Indiana
$1.4M -$196K -1,258 -12%
STA
106
Summit Trail Advisors
New York
$1.38M +$39K +250 +3%
AWM
107
Aspire Wealth Management
Massachusetts
$1.36M +$461K +2,958 +53%
AAS
108
Avantax Advisory Services
Texas
$1.36M +$130K +835 +11%
SCM
109
Southport Capital Management
Tennessee
$1.33M -$12.6K -81 -1%
RFC
110
Regions Financial Corp
Alabama
$1.3M -$255K -1,634 -17%
VVP
111
Venture Visionary Partners
Ohio
$1.3M +$312 +2 +0%
William Blair & Company
112
William Blair & Company
Illinois
$1.29M +$166K +1,066 +15%
WEG
113
World Equity Group
Illinois
$1.29M +$1.27M +8,118 New
CIBC World Market
114
CIBC World Market
Ontario, Canada
$1.26M
FPCG
115
Forum Private Client Group
Indiana
$1.25M +$1.23M +7,862 New
AF
116
Advisornet Financial
Minnesota
$1.21M +$4.05K +26 +0.3%
MA
117
Mezzasalma Advisors
New Jersey
$1.2M +$304K +1,953 +35%
WPW
118
Waldron Private Wealth
Pennsylvania
$1.2M -$121K -774 -9%
SC
119
Scotia Capital
Ontario, Canada
$1.2M -$1.4K -9 -0.1%
PPA
120
Parametric Portfolio Associates
Washington
$1.15M -$5.92K -38 -0.5%
BWM
121
BCGM Wealth Management
Indiana
$1.13M -$14.5K -93 -1%
CW
122
CreativeOne Wealth
Kansas
$1.12M -$236K -1,517 -18%
Deutsche Bank
123
Deutsche Bank
Germany
$1.1M +$1.08M +6,947 New
SWA
124
Stratos Wealth Advisors
Ohio
$1.04M +$1.03M +6,580 New
ELI
125
Empire Life Investments
Ontario, Canada
$1.03M -$31.2K -200 -3%

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.