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iShares Russell Top 200 Growth ETF

240 hedge funds and large institutions have $2.83B invested in iShares Russell Top 200 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

8% more funds holding

Funds holding: 223240 (+17)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $2.8B → $2.83B (+$31.7M)

2.72% less ownership

Funds ownership: 71.85%69.13% (-2.7%)

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
33
Increased
82
Reduced
70
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
DAS
126
Dynamic Advisor Solutions
Arizona
$646K -$12.9K -82 -2%
ATC
127
Argent Trust Co
Tennessee
$638K
FCI
128
Financial Counselors Inc
Kansas
$630K +$254K +1,609 +64%
SI
129
Stephens Inc
Arkansas
$621K +$8.52K +54 +1%
MCWS
130
McKinley Carter Wealth Services
West Virginia
$605K +$74.8K +474 +14%
Fifth Third Bancorp
131
Fifth Third Bancorp
Ohio
$604K -$15.8K -100 -2%
RRA
132
Round Rock Advisors
Connecticut
$597K
OC
133
Oppenheimer & Co
New York
$592K
WP
134
WealthSource Partners
California
$585K +$604K +3,830 New
ML
135
McAdam LLC
Pennsylvania
$583K -$6.94K -44 -1%
JP Morgan Chase
136
JP Morgan Chase
New York
$574K -$158 -1 -0%
MAFM
137
Mid Atlantic Financial Management
Pennsylvania
$562K +$28.4K +180 +5%
Bank of Montreal
138
Bank of Montreal
Ontario, Canada
$559K +$536K +3,395 +2,612%
GRP
139
Global Retirement Partners
California
$558K +$328K +2,079 +132%
FIA
140
Foundations Investment Advisors
Arizona
$544K -$165K -1,043 -23%
CA
141
Cetera Advisors
Colorado
$543K -$16.1K -102 -3%
BCA
142
Biltmore Capital Advisors
New Jersey
$540K
PNC Financial Services Group
143
PNC Financial Services Group
Pennsylvania
$538K -$50.8K -322 -8%
IWM
144
IHT Wealth Management
Illinois
$511K -$21.6K -137 -4%
SIAG
145
Safeguard Investment Advisory Group
California
$505K -$3.15K -20 -0.6%
PFS
146
Prospera Financial Services
Texas
$504K -$145K -920 -22%
MA
147
Montag & Associates
Georgia
$489K -$63.1K -400 -11%
Thrivent Financial for Lutherans
148
Thrivent Financial for Lutherans
Minnesota
$476K -$12.1K -77 -2%
SAM
149
Sequent Asset Management
Texas
$457K +$472K +2,994 New
TCWM
150
Total Clarity Wealth Management
Illinois
$446K +$40.2K +255 +10%

IWY Hedge Fund Activity: Q3 2021 in Review

240 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2021, worth a combined $2.83B — up 1.1% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IWY positions and 12 closed out — a net gain of 21 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was TIAA FSB, adding an estimated $29.9M. The largest seller was AE Wealth Management, cutting an estimated $51.7M.

  • 240 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2021, up from 223 in Q2 2021.
  • Funds reported $2.83B of iShares Russell Top 200 Growth ETF stock for Q3 2021, up 1.1% quarter-over-quarter.
  • 33 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2021 and 12 closed out, a net change of +21 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2021 was TIAA FSB, an estimated $29.9M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2021.