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iShares Russell Top 200 Growth ETF

280 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 15

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

27% more funds holding in top 10

Funds holding in top 10: 1519 (+4)

17% more funds holding

Funds holding: 240280 (+40)

6.25% more ownership

Funds ownership: 69.13%75.38% (+6.3%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
4.31%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.29%
New
57
Increased
97
Reduced
76
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
151
Key Client Fiduciary Advisors
New Jersey
$701K +$673K +4,042 New
RRA
152
Round Rock Advisors
Connecticut
$695K +$16.3K +98 +3%
BNP Paribas Financial Markets
153
BNP Paribas Financial Markets
France
$692K +$665K +3,994 New
Fifth Third Bancorp
154
Fifth Third Bancorp
Ohio
$690K +$4K +24 +0.6%
PFS
155
Prospera Financial Services
Texas
$662K +$86.6K +520 +16%
CA
156
Cetera Advisors
Colorado
$660K +$41.3K +248 +7%
WPC
157
Wedmont Private Capital
Pennsylvania
$652K +$662K +3,973 New
Carson Wealth (CWM LLC)
158
Carson Wealth (CWM LLC)
Nebraska
$637K +$612K +3,673 New
OPS
159
Orion Portfolio Solutions
Nebraska
$617K +$593K +3,560 New
BCA
160
Biltmore Capital Advisors
New Jersey
$613K
MFP
161
Meridian Financial Partners
Virginia
$607K +$635K +3,809 New
PNC Financial Services Group
162
PNC Financial Services Group
Pennsylvania
$600K -$9.66K -58 -2%
TCWM
163
Total Clarity Wealth Management
Illinois
$598K +$88.3K +530 +18%
SIAG
164
Safeguard Investment Advisory Group
California
$585K +$10.8K +65 +2%
RIA
165
Regal Investment Advisors
Michigan
$573K +$110K +660 +25%
MA
166
Montag & Associates
Georgia
$548K -$6.66K -40 -1%
FIA
167
Foundations Investment Advisors
Arizona
$527K -$70.5K -423 -12%
SAM
168
Sequent Asset Management
Texas
$519K
IWM
169
IHT Wealth Management
Illinois
$507K -$70.1K -421 -13%
GVAG
170
Great Valley Advisor Group
Delaware
$493K
GT
171
Glenmede Trust
Pennsylvania
$493K +$474K +2,847 New
NPF
172
Norris Perne & French
Michigan
$485K
BEI
173
Benjamin Edwards Inc
Missouri
$483K +$464K +2,787 New
Thrivent Financial for Lutherans
174
Thrivent Financial for Lutherans
Minnesota
$482K +$12.8K +77 +2%
PFG
175
Pacific Financial Group
Washington
$477K -$2.5K -15 -0.5%

IWY Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2021, worth a combined $3.71B — up 31% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IWY positions and 15 closed out — a net gain of 42 holders — while 97 added to existing stakes and 76 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $150M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $12.6M sold.

  • 280 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2021, up from 240 in Q3 2021.
  • Funds reported $3.71B of iShares Russell Top 200 Growth ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 57 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2021 and 15 closed out, a net change of +42 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $150M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2021 was Proficio Capital Partners, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2021.