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iShares Russell Top 200 Growth ETF

223 hedge funds and large institutions have $2.8B invested in iShares Russell Top 200 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $2.55B → $2.8B (+$243M)

6% more funds holding

Funds holding: 210223 (+13)

0.41% less ownership

Funds ownership: 72.26%71.85% (-0.41%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
223
Holders Change
+13
Holders Change %
+6.19%
% of All Funds
3.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
29
Increased
84
Reduced
66
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$558K +$1.86K +13 +0.4%
CA
127
Cetera Advisors
Colorado
$551K -$16.2K -113 -3%
MA
128
Montag & Associates
Georgia
$542K
Carson Wealth (CWM LLC)
129
Carson Wealth (CWM LLC)
Nebraska
$534K
BCA
130
Biltmore Capital Advisors
New Jersey
$533K
MAFM
131
Mid Atlantic Financial Management
Pennsylvania
$527K -$5.72K -40 -1%
MCWS
132
McKinley Carter Wealth Services
West Virginia
$525K -$1.43K -10 -0.3%
IWM
133
IHT Wealth Management
Illinois
$524K -$53K -370 -10%
SIAG
134
Safeguard Investment Advisory Group
California
$502K +$28.3K +198 +6%
SCM
135
Southport Capital Management
Tennessee
$494K
Thrivent Financial for Lutherans
136
Thrivent Financial for Lutherans
Minnesota
$482K +$51.4K +359 +13%
RIA
137
Regal Investment Advisors
Michigan
$473K +$450K +3,142 New
PFG
138
Pacific Financial Group
Washington
$467K -$98.2K -686 -18%
Renaissance Technologies
139
Renaissance Technologies
New York
$467K +$444K +3,100 New
KP
140
Keel Point
Alabama
$448K -$19.9K -139 -4%
BAM
141
Belpointe Asset Management
Nevada
$437K +$268K +1,873 +182%
NPF
142
Norris Perne & French
Michigan
$422K
Northern Trust
143
Northern Trust
Illinois
$416K -$152K -1,062 -28%
MCP
144
Mirador Capital Partners
California
$403K -$5.72K -40 -1%
CWA
145
Clarus Wealth Advisors
Arizona
$403K -$3.58K -25 -1%
TCWM
146
Total Clarity Wealth Management
Illinois
$401K +$9.3K +65 +3%
NEWAS
147
N.E.W. Advisory Services
Wisconsin
$400K
MPWT
148
MassMutual Private Wealth & Trust
Connecticut
$399K -$344K -2,407 -48%
BA
149
Ballast Advisors
Minnesota
$396K
FCI
150
Financial Counselors Inc
Kansas
$379K +$39.4K +275 +12%

IWY Hedge Fund Activity: Q2 2021 in Review

223 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2021, worth a combined $2.8B — up 9.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 15 closed out — a net gain of 14 holders — while 84 added to existing stakes and 66 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $89.5M. The largest seller was First Citizens Bank & Trust, cutting an estimated $41.4M.

  • 223 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2021, up from 210 in Q1 2021.
  • Funds reported $2.8B of iShares Russell Top 200 Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2021 and 15 closed out, a net change of +14 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2021 was AE Wealth Management, an estimated $89.5M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2021 was First Citizens Bank & Trust, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2021.