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iShares Russell Top 200 Growth ETF

223 hedge funds and large institutions have $2.8B invested in iShares Russell Top 200 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $2.55B → $2.8B (+$243M)

6% more funds holding

Funds holding: 210223 (+13)

0.41% less ownership

Funds ownership: 72.26%71.85% (-0.41%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
223
Holders Change
+13
Holders Change %
+6.19%
% of All Funds
3.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
29
Increased
84
Reduced
66
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WF
151
Welch & Forbes
Massachusetts
$377K -$366K -2,558 -51%
Janney Montgomery Scott
152
Janney Montgomery Scott
Pennsylvania
$375K +$23.8K +166 +7%
FFA
153
Founders Financial Alliance
North Carolina
$374K -$4.15K -29 -1%
GC
154
Gratus Capital
Georgia
$359K
MCM
155
MAI Capital Management
Ohio
$328K
LB
156
Leo Brokerage
Texas
$320K +$304K +2,123 New
Bank of New York Mellon
157
Bank of New York Mellon
New York
$319K -$70.6K -493 -19%
ECA
158
Elevation Capital Advisory
Oregon
$309K +$293K +2,044 New
MSR
159
Main Street Research
Connecticut
$301K
BFPW
160
BOK Financial Private Wealth
Colorado
$300K -$47.8K -334 -14%
LWAC
161
Laurel Wealth Advisors (California)
California
$299K +$22.6K +158 +9%
WA
162
WBH Advisory
Maryland
$288K
CCT
163
Chemung Canal Trust
New York
$277K
JWCA
164
J.W. Cole Advisors
Florida
$275K -$29.6K -207 -10%
CWM
165
Curi Wealth Management
North Carolina
$274K +$44.4K +310 +21%
MCM
166
Murphy Capital Management
New Jersey
$270K
NB
167
NBT Bank
New York
$270K
IAN
168
Integrated Advisors Network
Texas
$264K +$14.3K +100 +6%
Citigroup
169
Citigroup
New York
$255K -$42.6K -298 -15%
KeyBank National Association
170
KeyBank National Association
Ohio
$248K
GWSG
171
GPS Wealth Strategies Group
Colorado
$246K -$50.5K -353 -18%
TP
172
Tranquility Partners
Tennessee
$244K +$12.7K +89 +6%
HI
173
Harbour Investments
Wisconsin
$243K -$136K -948 -37%
FHA
174
Flagship Harbor Advisors
Massachusetts
$242K
GRP
175
Global Retirement Partners
California
$237K +$226K +1,577 New

IWY Hedge Fund Activity: Q2 2021 in Review

223 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2021, worth a combined $2.8B — up 9.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 15 closed out — a net gain of 14 holders — while 84 added to existing stakes and 66 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $89.5M. The largest seller was First Citizens Bank & Trust, cutting an estimated $41.4M.

  • 223 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2021, up from 210 in Q1 2021.
  • Funds reported $2.8B of iShares Russell Top 200 Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2021 and 15 closed out, a net change of +14 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2021 was AE Wealth Management, an estimated $89.5M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2021 was First Citizens Bank & Trust, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2021.