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iShares Russell Top 200 Growth ETF

281 hedge funds and large institutions have $3.47B invested in iShares Russell Top 200 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 271281 (+10)

4% less capital invested

Capital invested by funds: $3.63B → $3.47B (-$163M)

1.62% less ownership

Funds ownership: 84.09%82.48% (-1.6%)

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.84%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.38%
New
29
Increased
117
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PA
126
PFG Advisors
Arizona
$760K +$854K +6,359 New
FCI
127
Financial Counselors Inc
Kansas
$759K +$15K +112 +2%
IC
128
IEQ Capital
California
$741K
STA
129
Summit Trail Advisors
New York
$710K -$50.3K -375 -6%
CWM
130
Cahaba Wealth Management
Georgia
$707K +$1.88K +14 +0.2%
JIR
131
James Investment Research
Ohio
$704K -$86.3K -643 -10%
ELI
132
Empire Life Investments
Ontario, Canada
$681K -$121K -900 -14%
SWA
133
Stratos Wealth Advisors
Ohio
$670K -$142K -1,056 -16%
LA
134
Latitude Advisors
Florida
$669K +$2.01K +15 +0.3%
HIC
135
Hartline Investment Corp
Illinois
$669K +$751K +5,598 New
ACS
136
Archford Capital Strategies
Illinois
$660K
Susquehanna International Group
137
Susquehanna International Group
Pennsylvania
$638K -$2.35M -17,522 -77%
WS
138
Wedbush Securities
California
$638K +$717K +5,342 New
CW
139
CreativeOne Wealth
Kansas
$633K -$320K -2,383 -31%
ICM
140
Intrepid Capital Management
Florida
$619K +$695K +5,180 New
JP Morgan Chase
141
JP Morgan Chase
New York
$608K -$142K -1,058 -17%
JWCA
142
J.W. Cole Advisors
Florida
$595K +$1.07K +8 +0.2%
CAG
143
Csenge Advisory Group
Florida
$585K -$609K -4,536 -48%
OC
144
Oppenheimer & Co
New York
$561K +$307K +2,284 +95%
PCA
145
Pallas Capital Advisors
Massachusetts
$548K
SI
146
Stephens Inc
Arkansas
$547K +$403 +3 +0.1%
GG
147
GenWealth Group
New Jersey
$540K -$37.3K -278 -6%
ANTB
148
AMG National Trust Bank
Colorado
$517K -$6.71K -50 -1%
CAPTRUST Financial Advisors
149
CAPTRUST Financial Advisors
North Carolina
$512K -$307K -2,285 -35%
Northern Trust
150
Northern Trust
Illinois
$510K +$138K +1,027 +32%

IWY Hedge Fund Activity: Q3 2022 in Review

281 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2022, worth a combined $3.47B — down 4.5% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 14 closed out — a net gain of 15 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was TIAA FSB, adding an estimated $43.1M. The largest seller was First Citizens Bank & Trust, cutting an estimated $126M.

  • 281 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2022, up from 271 in Q2 2022.
  • Funds reported $3.47B of iShares Russell Top 200 Growth ETF stock for Q3 2022, down 4.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2022 and 14 closed out, a net change of +15 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $43.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2022 was First Citizens Bank & Trust, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2022.