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iShares Russell Top 200 Growth ETF

271 hedge funds and large institutions have $3.63B invested in iShares Russell Top 200 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

4.08% more ownership

Funds ownership: 80.01%84.09% (+4.1%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less capital invested

Capital invested by funds: $3.79B → $3.63B (-$159M)

1% less funds holding

Funds holding: 274271 (-3)

Holders
271
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
27
Increased
100
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
JMPWA
126
JP Morgan Private Wealth Advisors
California
$752K +$100K +731 +14%
CWM
127
Cahaba Wealth Management
Georgia
$739K +$1.1K +8 +0.1%
CA
128
Cetera Advisors
Colorado
$731K +$98.6K +718 +14%
Renaissance Technologies
129
Renaissance Technologies
New York
$726K +$796K +5,800 New
LA
130
Latitude Advisors
Florida
$699K -$1.04M -7,609 -58%
ACS
131
Archford Capital Strategies
Illinois
$692K
VWA
132
Visionary Wealth Advisors
Illinois
$632K +$41.9K +305 +6%
SIAG
133
Safeguard Investment Advisory Group
California
$624K
JWCA
134
J.W. Cole Advisors
Florida
$623K +$19.1K +139 +3%
PCA
135
Pallas Capital Advisors
Massachusetts
$620K
SIS
136
Sound Income Strategies
Florida
$619K -$86.5K -630 -11%
ANTB
137
AMG National Trust Bank
Colorado
$614K
Nomura Asset Management
138
Nomura Asset Management
Japan
$606K -$108K -786 -14%
GG
139
GenWealth Group
New Jersey
$601K
LNC
140
Lincoln National Corp
Pennsylvania
$586K -$622K -4,532 -49%
SI
141
Stephens Inc
Arkansas
$573K -$46.4K -338 -7%
MCWS
142
McKinley Carter Wealth Services
West Virginia
$549K -$24.7K -180 -4%
CG
143
Colony Group
Massachusetts
$525K -$80.8K -589 -12%
ATC
144
Argent Trust Co
Tennessee
$523K
LAS
145
Lloyd Advisory Services
Georgia
$509K -$150K -1,094 -21%
SPIA
146
Steward Partners Investment Advisory
New York
$507K
RRA
147
Round Rock Advisors
Connecticut
$502K
US Bancorp
148
US Bancorp
Minnesota
$498K -$904K -6,583 -62%
WPC
149
Wedmont Private Capital
Pennsylvania
$498K
RF
150
Resolute Financial
Massachusetts
$487K -$163K -1,185 -23%

IWY Hedge Fund Activity: Q2 2022 in Review

271 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2022, worth a combined $3.63B — down 4.2% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IWY positions and 26 closed out — a net gain of 1 holder — while 100 added to existing stakes and 90 trimmed.

The largest buyer was TIAA FSB, adding an estimated $335M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $37.9M.

  • 271 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2022, down from 274 in Q1 2022.
  • Funds reported $3.63B of iShares Russell Top 200 Growth ETF stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2022 and 26 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $335M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2022 was CAPTRUST Financial Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2022.