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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
MWM
101
Meridian Wealth Management
Kentucky
$1.14M +$459K +3,341 +58%
BWM
102
BCGM Wealth Management
Indiana
$1.08M -$55.2K -402 -5%
ASN
103
Advisory Services Network
Georgia
$1.05M -$4.66M -33,950 -80%
VVP
104
Venture Visionary Partners
Ohio
$1.02M +$275 +2 +0%
William Blair & Company
105
William Blair & Company
Illinois
$1.02M +$412 +3 +0%
CIBC World Market
106
CIBC World Market
Ontario, Canada
$993K +$2.75K +20 +0.3%
KPW
107
Kore Private Wealth
New York
$987K +$395K +2,876 +57%
AF
108
Advisornet Financial
Minnesota
$966K +$9.88K +72 +0.9%
CW
109
CreativeOne Wealth
Kansas
$962K +$88.3K +643 +9%
MA
110
Mezzasalma Advisors
New Jersey
$939K -$9.47K -69 -0.9%
AWS
111
Atria Wealth Solutions
New York
$917K -$1.2M -8,712 -54%
CFGS
112
Concourse Financial Group Securities
Alabama
$911K +$709K +5,169 +246%
PNC Financial Services Group
113
PNC Financial Services Group
Pennsylvania
$871K +$541K +3,945 +131%
T
114
TNF
Montana
$863K
MFG
115
Merit Financial Group
Georgia
$858K +$310K +2,261 +49%
SWA
116
Stratos Wealth Advisors
Ohio
$835K +$11.8K +86 +1%
ELI
117
Empire Life Investments
Ontario, Canada
$827K +$13.7K +100 +2%
CAPTRUST Financial Advisors
118
CAPTRUST Financial Advisors
North Carolina
$822K -$37.9M -276,130 -98%
JIR
119
James Investment Research
Ohio
$818K +$897K +6,535 New
STA
120
Summit Trail Advisors
New York
$791K -$321K -2,340 -27%
HI
121
Harbour Investments
Wisconsin
$789K +$864K +6,298 New
FCI
122
Financial Counselors Inc
Kansas
$782K -$10.2K -74 -1%
IC
123
IEQ Capital
California
$777K
JP Morgan Chase
124
JP Morgan Chase
New York
$769K +$110K +803 +15%
FAIM
125
Financial Advocates Investment Management
Washington
$763K +$27.3K +199 +3%

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.