We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

305 hedge funds and large institutions have $3.65B invested in iShares Russell Top 200 Growth ETF in 2022 Q4 according to their latest regulatory filings, with 50 funds opening new positions, 107 increasing their positions, 95 reducing their positions, and 21 closing their positions.

New
Increased
Maintained
Reduced
Closed

138% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 21

13% more repeat investments, than reductions

Existing positions increased: 107 | Existing positions reduced: 95

9% more funds holding

Funds holding: 281305 (+24)

5% more capital invested

Capital invested by funds: $3.47B → $3.65B (+$181M)

1.06% more ownership

Funds ownership: 82.48%83.53% (+1.1%)

5% less funds holding in top 10

Funds holding in top 10: 2221 (-1)

Holders
305
Holders Change
+24
Holders Change %
+8.54%
% of All Funds
4.9%
Holding in Top 10
21
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.55%
% of All Funds
0.34%
New
50
Increased
107
Reduced
95
Closed
21
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
101
Stewardship Advisors
Pennsylvania
$1.46M -$530K -4,267 -26%
Deutsche Bank
102
Deutsche Bank
Germany
$1.38M -$65.9K -530 -4%
WLPWM
103
Walled Lake Planning & Wealth Management
Illinois
$1.38M +$1.42M +11,433 New
WF
104
Whelan Financial
California
$1.37M +$1.41M +11,383 New
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$1.36M -$53.6K -431 -4%
TRCT
106
Tower Research Capital (TRC)
New York
$1.35M +$1.26M +10,160 +937%
Mariner
107
Mariner
Kansas
$1.33M +$544K +4,377 +66%
BRWA
108
B. Riley Wealth Advisors
Florida
$1.32M +$28K +225 +2%
SIC
109
Samalin Investment Counsel
New York
$1.31M +$45.1K +363 +3%
Creative Planning
110
Creative Planning
Kansas
$1.29M +$26.5K +213 +2%
AP
111
Americana Partners
Texas
$1.23M +$1.27M +10,190 New
TC
112
Titleist Capital
Texas
$1.19M +$1.23M +9,913 New
Jane Street
113
Jane Street
New York
$1.13M -$134K -1,081 -10%
MWM
114
Meridian Wealth Management
Kentucky
$1.08M +$18.1K +146 +2%
BWFA
115
Baltimore-Washington Financial Advisors
Maryland
$1.07M +$809K +6,510 +271%
WS
116
Wedbush Securities
California
$1.06M +$435K +3,497 +65%
Corient Private Wealth
117
Corient Private Wealth
Florida
$1.05M +$1.08M +8,690 New
MA
118
Mezzasalma Advisors
New Jersey
$1.05M -$26.1K -210 -2%
WWM
119
Western Wealth Management
Colorado
$1.03M -$999K -8,035 -48%
AF
120
Advisornet Financial
Minnesota
$1M -$52.6K -423 -5%
LNC
121
Lincoln National Corp
Pennsylvania
$985K +$7.21K +58 +0.7%
VVP
122
Venture Visionary Partners
Ohio
$970K +$870 +7 +0.1%
VWA
123
Visionary Wealth Advisors
Illinois
$966K +$97.4K +784 +11%
CAM
124
Cozad Asset Management
Illinois
$947K +$484K +3,893 +98%
PA
125
PFG Advisors
Arizona
$940K +$178K +1,436 +23%