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iShares Russell Top 200 Growth ETF

271 hedge funds and large institutions have $3.63B invested in iShares Russell Top 200 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

4.08% more ownership

Funds ownership: 80.01%84.09% (+4.1%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less capital invested

Capital invested by funds: $3.79B → $3.63B (-$159M)

1% less funds holding

Funds holding: 274271 (-3)

Holders
271
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
27
Increased
100
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KCFA
151
Key Client Fiduciary Advisors
New Jersey
$447K -$54.1K -394 -10%
DWM
152
Darwin Wealth Management
Florida
$432K -$7.71M -56,155 -95%
KBFS
153
Kohmann Bosshard Financial Services
Ohio
$430K
KP
154
Keel Point
Alabama
$429K -$267K -1,948 -40%
MAC
155
Mason & Associates (California)
California
$421K -$18M -130,867 -97%
Carson Wealth (CWM LLC)
156
Carson Wealth (CWM LLC)
Nebraska
$417K -$41.9K -305 -8%
Fifth Third Bancorp
157
Fifth Third Bancorp
Ohio
$407K -$85.8K -625 -16%
Northern Trust
158
Northern Trust
Illinois
$406K +$163K +1,187 +58%
RFC
159
Regions Financial Corp
Alabama
$401K -$684K -4,980 -61%
FIA
160
Foundations Investment Advisors
Arizona
$400K -$8.37K -61 -2%
MA
161
Montag & Associates
Georgia
$396K
RIA
162
Regal Investment Advisors
Michigan
$389K -$1.02M -7,456 -71%
TRCT
163
Tower Research Capital (TRC)
New York
$387K +$425K +3,094 New
GM
164
GeoWealth Management
Illinois
$380K -$3.2M -23,302 -88%
DAS
165
Dynamic Advisor Solutions
Arizona
$374K -$112K -819 -22%
RWP
166
Revolve Wealth Partners
New Jersey
$373K +$408K +2,976 New
PFG
167
Pacific Financial Group
Washington
$358K +$549 +4 +0.1%
SOS
168
Silver Oak Securities
Tennessee
$358K +$46.3K +337 +14%
MCP
169
Mirador Capital Partners
California
$355K +$7.55K +55 +2%
BEI
170
Benjamin Edwards Inc
Missouri
$354K -$7.14K -52 -2%
NPF
171
Norris Perne & French
Michigan
$351K
NWMG
172
National Wealth Management Group
Ohio
$338K -$79.9K -582 -18%
NEWAS
173
N.E.W. Advisory Services
Wisconsin
$334K +$2.06K +15 +0.6%
FHA
174
Flagship Harbor Advisors
Massachusetts
$330K +$275 +2 +0.1%
BA
175
Ballast Advisors
Minnesota
$329K

IWY Hedge Fund Activity: Q2 2022 in Review

271 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2022, worth a combined $3.63B — down 4.2% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IWY positions and 26 closed out — a net gain of 1 holder — while 100 added to existing stakes and 90 trimmed.

The largest buyer was TIAA FSB, adding an estimated $335M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $37.9M.

  • 271 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2022, down from 274 in Q1 2022.
  • Funds reported $3.63B of iShares Russell Top 200 Growth ETF stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2022 and 26 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $335M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2022 was CAPTRUST Financial Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2022.