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iShares Russell Top 200 Growth ETF

274 hedge funds and large institutions have $3.79B invested in iShares Russell Top 200 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.63% more ownership

Funds ownership: 75.38%80.01% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 91

2% more capital invested

Capital invested by funds: $3.71B → $3.79B (+$74.1M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

2% less funds holding

Funds holding: 280274 (-6)

Holders
274
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
37
Increased
98
Reduced
91
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CAC
151
Certified Advisory Corp
Florida
$671K +$338K +2,169 +105%
ATC
152
Argent Trust Co
Tennessee
$665K
CAM
153
Cozad Asset Management
Illinois
$649K +$636K +4,083 New
SPIA
154
Steward Partners Investment Advisory
New York
$643K -$63K -404 -9%
WPC
155
Wedmont Private Capital
Pennsylvania
$643K
DIA
156
Dana Investment Advisors
Wisconsin
$641K -$460K -2,952 -42%
AIP
157
Almanack Investment Partners
Pennsylvania
$638K -$56.1K -360 -8%
RRA
158
Round Rock Advisors
Connecticut
$637K
KCFA
159
Key Client Fiduciary Advisors
New Jersey
$630K -$12.3K -79 -2%
SIAG
160
Safeguard Investment Advisory Group
California
$624K +$86.4K +554 +16%
Thrivent Financial for Lutherans
161
Thrivent Financial for Lutherans
Minnesota
$618K +$108K +693 +22%
Fifth Third Bancorp
162
Fifth Third Bancorp
Ohio
$615K -$17K -109 -3%
DAS
163
Dynamic Advisor Solutions
Arizona
$604K -$56.1K -360 -9%
Carson Wealth (CWM LLC)
164
Carson Wealth (CWM LLC)
Nebraska
$577K -$6.55K -42 -1%
KBFS
165
Kohmann Bosshard Financial Services
Ohio
$545K +$535K +3,430 New
KA
166
Kovack Advisors
Florida
$539K +$529K +3,396 New
NWMG
167
National Wealth Management Group
Ohio
$521K -$803K -5,148 -61%
MA
168
Montag & Associates
Georgia
$502K
PNC Financial Services Group
169
PNC Financial Services Group
Pennsylvania
$478K -$69.8K -448 -13%
FIA
170
Foundations Investment Advisors
Arizona
$472K +$5.77K +37 +1%
BEI
171
Benjamin Edwards Inc
Missouri
$457K +$14.5K +93 +3%
PFG
172
Pacific Financial Group
Washington
$453K +$468 +3 +0.1%
NPF
173
Norris Perne & French
Michigan
$445K
MCP
174
Mirador Capital Partners
California
$442K +$7.79K +50 +2%
MHS
175
M Holdings Securities
Oregon
$421K +$413K +2,647 New

IWY Hedge Fund Activity: Q1 2022 in Review

274 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2022, worth a combined $3.79B — up 2% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IWY and 37 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 98 added.

The largest buyer was TIAA FSB, adding an estimated $95.7M. The largest seller was AE Wealth Management, cutting an estimated $73M.

  • 274 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2022, down from 280 in Q4 2021.
  • Funds reported $3.79B of iShares Russell Top 200 Growth ETF stock for Q1 2022, up 2% quarter-over-quarter.
  • 37 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2022 and 38 closed out, a net change of -1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2022 was TIAA FSB, an estimated $95.7M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.