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iShares Russell Top 200 Growth ETF

281 hedge funds and large institutions have $3.47B invested in iShares Russell Top 200 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 271281 (+10)

4% less capital invested

Capital invested by funds: $3.63B → $3.47B (-$163M)

1.62% less ownership

Funds ownership: 84.09%82.48% (-1.6%)

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.84%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.38%
New
29
Increased
117
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Jane Street
101
Jane Street
New York
$1.25M +$1.4M +10,463 New
CAC
102
Certified Advisory Corp
Florida
$1.24M +$107K +799 +8%
SOS
103
Silver Oak Securities
Tennessee
$1.15M +$646K +4,812 +179%
AWM
104
Avior Wealth Management
Nebraska
$1.12M +$1.25M +9,343 +15,572%
SPC
105
Sigma Planning Corp
Michigan
$1.11M -$85.4K -636 -6%
AF
106
Allworth Financial
California
$1.08M -$164K -1,224 -12%
GT
107
Glenmede Trust
Pennsylvania
$1.08M -$186K -1,387 -13%
MA
108
Mezzasalma Advisors
New Jersey
$1.06M +$188K +1,397 +19%
MWM
109
Meridian Wealth Management
Kentucky
$1.06M -$38.9K -290 -3%
AF
110
Advisornet Financial
Minnesota
$1.04M +$139K +1,039 +13%
William Blair & Company
111
William Blair & Company
Illinois
$975K +$671 +5 +0.1%
LNC
112
Lincoln National Corp
Pennsylvania
$969K +$461K +3,432 +73%
VVP
113
Venture Visionary Partners
Ohio
$960K -$16.5K -123 -2%
SBH
114
Segall Bryant & Hamill
Illinois
$956K -$179K -1,336 -14%
CIBC World Market
115
CIBC World Market
Ontario, Canada
$948K
KPW
116
Kore Private Wealth
New York
$941K +$134 +1 +0%
NEPWA
117
New England Private Wealth Advisors
Massachusetts
$909K +$1.02M +7,603 New
BWM
118
BCGM Wealth Management
Indiana
$905K -$28.2K -210 -3%
ASN
119
Advisory Services Network
Georgia
$886K -$132K -982 -12%
MWM
120
Maripau Wealth Management
Indiana
$878K -$223K -1,658 -19%
CFGS
121
Concourse Financial Group Securities
Alabama
$870K +$671 +5 +0.1%
VWA
122
Visionary Wealth Advisors
Illinois
$864K +$293K +2,185 +43%
Mariner
123
Mariner
Kansas
$796K +$894K +6,662 New
HI
124
Harbour Investments
Wisconsin
$789K
T
125
TNF
Montana
$772K

IWY Hedge Fund Activity: Q3 2022 in Review

281 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2022, worth a combined $3.47B — down 4.5% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 14 closed out — a net gain of 15 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was TIAA FSB, adding an estimated $43.1M. The largest seller was First Citizens Bank & Trust, cutting an estimated $126M.

  • 281 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2022, up from 271 in Q2 2022.
  • Funds reported $3.47B of iShares Russell Top 200 Growth ETF stock for Q3 2022, down 4.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2022 and 14 closed out, a net change of +15 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $43.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2022 was First Citizens Bank & Trust, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2022.