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iShares Russell Top 200 Growth ETF

280 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 15

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more funds holding

Funds holding: 240280 (+40)

6.25% more ownership

Funds ownership: 69.13%75.38% (+6.3%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
4.31%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.29%
New
57
Increased
97
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
ACS
126
Archford Capital Strategies
Illinois
$975K -$1K -6 -0.1%
MA
127
Mezzasalma Advisors
New Jersey
$974K +$12K +72 +1%
AWM
128
Aspire Wealth Management
Massachusetts
$974K +$936K +5,617 New
KP
129
Keel Point
Alabama
$961K +$38.8K +233 +4%
JMPWA
130
JP Morgan Private Wealth Advisors
California
$902K -$33.3K -200 -4%
ML
131
McAdam LLC
Pennsylvania
$901K +$230K +1,382 +36%
RF
132
Resolute Financial
Massachusetts
$883K +$848K +5,093 New
KPW
133
Kore Private Wealth
New York
$876K +$12.7K +76 +2%
FAIM
134
Financial Advocates Investment Management
Washington
$843K +$708K +4,252 +84%
GG
135
GenWealth Group
New Jersey
$832K
JP Morgan Chase
136
JP Morgan Chase
New York
$823K +$164K +986 +26%
VWA
137
Visionary Wealth Advisors
Illinois
$820K +$28.7K +172 +4%
SI
138
Stephens Inc
Arkansas
$808K +$99.5K +597 +15%
JWCA
139
J.W. Cole Advisors
Florida
$797K +$766K +4,600 New
FCI
140
Financial Counselors Inc
Kansas
$795K +$76.1K +457 +11%
MCWS
141
McKinley Carter Wealth Services
West Virginia
$792K +$101K +606 +15%
SPIA
142
Steward Partners Investment Advisory
New York
$772K -$8.66K -52 -1%
CAG
143
Csenge Advisory Group
Florida
$771K -$356K -2,137 -30%
CG
144
Colony Group
Massachusetts
$760K
AIP
145
Almanack Investment Partners
Pennsylvania
$759K +$729K +4,378 New
ANTB
146
AMG National Trust Bank
Colorado
$758K
CFGS
147
Concourse Financial Group Securities
Alabama
$728K -$36.5K -219 -5%
ATC
148
Argent Trust Co
Tennessee
$724K
DAS
149
Dynamic Advisor Solutions
Arizona
$722K -$11.3K -68 -2%
PCA
150
Pallas Capital Advisors
Massachusetts
$712K

IWY Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2021, worth a combined $3.71B — up 31% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IWY positions and 15 closed out — a net gain of 42 holders — while 97 added to existing stakes and 76 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $150M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $12.6M sold.

  • 280 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2021, up from 240 in Q3 2021.
  • Funds reported $3.71B of iShares Russell Top 200 Growth ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 57 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2021 and 15 closed out, a net change of +42 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $150M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2021 was Proficio Capital Partners, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2021.