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iShares Russell Top 200 Growth ETF

274 hedge funds and large institutions have $3.79B invested in iShares Russell Top 200 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.63% more ownership

Funds ownership: 75.38%80.01% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 91

2% more capital invested

Capital invested by funds: $3.71B → $3.79B (+$74.1M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

2% less funds holding

Funds holding: 280274 (-6)

Holders
274
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
37
Increased
98
Reduced
91
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FCI
126
Financial Counselors Inc
Kansas
$1M +$270K +1,733 +38%
IC
127
IEQ Capital
California
$986K -$189K -1,210 -16%
FAIM
128
Financial Advocates Investment Management
Washington
$936K -$537K -3,444 -37%
T
129
TNF
Montana
$931K -$27.6K -177 -3%
MWM
130
Meridian Wealth Management
Kentucky
$920K -$486K -3,119 -35%
SIS
131
Sound Income Strategies
Florida
$885K -$26.3K -169 -3%
ACS
132
Archford Capital Strategies
Illinois
$878K -$15.3K -98 -2%
Nomura Asset Management
133
Nomura Asset Management
Japan
$876K -$413K -2,647 -32%
JP Morgan Chase
134
JP Morgan Chase
New York
$849K +$92.9K +596 +13%
JMPWA
135
JP Morgan Private Wealth Advisors
California
$838K +$10.9K +70 +1%
CWM
136
Cahaba Wealth Management
Georgia
$820K +$1.09K +7 +0.1%
LAS
137
Lloyd Advisory Services
Georgia
$819K -$590K -3,786 -42%
CA
138
Cetera Advisors
Colorado
$813K +$204K +1,311 +34%
RF
139
Resolute Financial
Massachusetts
$806K -$2.65K -17 -0.3%
KPW
140
Kore Private Wealth
New York
$795K -$8.42K -54 -1%
KP
141
Keel Point
Alabama
$783K -$95.1K -610 -11%
SI
142
Stephens Inc
Arkansas
$780K +$38.7K +248 +5%
JWCA
143
J.W. Cole Advisors
Florida
$768K +$36.3K +233 +5%
GG
144
GenWealth Group
New Jersey
$763K
CG
145
Colony Group
Massachusetts
$760K +$61.6K +395 +9%
VWA
146
Visionary Wealth Advisors
Illinois
$754K +$2.03K +13 +0.3%
MFG
147
Merit Financial Group
Georgia
$729K +$715K +4,586 New
MCWS
148
McKinley Carter Wealth Services
West Virginia
$725K
ANTB
149
AMG National Trust Bank
Colorado
$695K
PCA
150
Pallas Capital Advisors
Massachusetts
$693K

IWY Hedge Fund Activity: Q1 2022 in Review

274 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2022, worth a combined $3.79B — up 2% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IWY and 37 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 98 added.

The largest buyer was TIAA FSB, adding an estimated $95.7M. The largest seller was AE Wealth Management, cutting an estimated $73M.

  • 274 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2022, down from 280 in Q4 2021.
  • Funds reported $3.79B of iShares Russell Top 200 Growth ETF stock for Q1 2022, up 2% quarter-over-quarter.
  • 37 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2022 and 38 closed out, a net change of -1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2022 was TIAA FSB, an estimated $95.7M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.