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iShares Russell Top 200 Growth ETF

240 hedge funds and large institutions have $2.83B invested in iShares Russell Top 200 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

8% more funds holding

Funds holding: 223240 (+17)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+1)

1% more capital invested

Capital invested by funds: $2.8B → $2.83B (+$31.7M)

2.72% less ownership

Funds ownership: 71.85%69.13% (-2.7%)

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
33
Increased
82
Reduced
70
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PFG
151
Pacific Financial Group
Washington
$437K -$38K -241 -8%
GVAG
152
Great Valley Advisor Group
Delaware
$434K +$449K +2,844 New
NPF
153
Norris Perne & French
Michigan
$427K
MPWT
154
MassMutual Private Wealth & Trust
Connecticut
$405K
NEWAS
155
N.E.W. Advisory Services
Wisconsin
$405K
RIA
156
Regal Investment Advisors
Michigan
$404K -$78.4K -497 -16%
MCP
157
Mirador Capital Partners
California
$402K -$6.78K -43 -2%
BA
158
Ballast Advisors
Minnesota
$401K
KPWS
159
Kestra Private Wealth Services
Texas
$395K +$409K +2,590 New
CWA
160
Clarus Wealth Advisors
Arizona
$384K -$13.7K -87 -3%
WF
161
Welch & Forbes
Massachusetts
$382K
FFA
162
Founders Financial Alliance
North Carolina
$381K -$316 -2 -0.1%
SS
163
Simplicity Solutions
Minnesota
$376K -$319K -2,021 -45%
IWN
164
Independent Wealth Network
Iowa
$375K +$351K +2,223 New
Janney Montgomery Scott
165
Janney Montgomery Scott
Pennsylvania
$372K -$8.05K -51 -2%
GC
166
Gratus Capital
Georgia
$364K
Northern Trust
167
Northern Trust
Illinois
$359K -$64.8K -411 -15%
Bank of New York Mellon
168
Bank of New York Mellon
New York
$357K +$34.2K +217 +10%
LB
169
Leo Brokerage
Texas
$347K +$23.8K +151 +7%
KJHP
170
K.J. Harrison & Partners
Ontario, Canada
$334K +$343K +2,175 New
MCM
171
MAI Capital Management
Ohio
$333K
AA
172
Advisory Alpha
Michigan
$327K +$338K +2,145 New
MSR
173
Main Street Research
Connecticut
$305K
BFPW
174
BOK Financial Private Wealth
Colorado
$304K
IAN
175
Integrated Advisors Network
Texas
$295K +$28.1K +178 +10%

IWY Hedge Fund Activity: Q3 2021 in Review

240 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2021, worth a combined $2.83B — up 1.1% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IWY positions and 12 closed out — a net gain of 21 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was TIAA FSB, adding an estimated $29.9M. The largest seller was AE Wealth Management, cutting an estimated $51.7M.

  • 240 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2021, up from 223 in Q2 2021.
  • Funds reported $2.83B of iShares Russell Top 200 Growth ETF stock for Q3 2021, up 1.1% quarter-over-quarter.
  • 33 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2021 and 12 closed out, a net change of +21 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2021 was TIAA FSB, an estimated $29.9M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2021.