We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

281 hedge funds and large institutions have $3.47B invested in iShares Russell Top 200 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 271281 (+10)

4% less capital invested

Capital invested by funds: $3.63B → $3.47B (-$163M)

1.62% less ownership

Funds ownership: 84.09%82.48% (-1.6%)

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.84%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.38%
New
29
Increased
117
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
151
Financial Advocates Investment Management
Washington
$506K -$243K -1,812 -30%
ATC
152
Argent Trust Co
Tennessee
$500K
RRA
153
Round Rock Advisors
Connecticut
$479K
RFC
154
Regions Financial Corp
Alabama
$479K +$108K +806 +25%
WPC
155
Wedmont Private Capital
Pennsylvania
$475K
CAM
156
Cozad Asset Management
Illinois
$473K +$218K +1,627 +70%
SPIA
157
Steward Partners Investment Advisory
New York
$468K -$18.1K -135 -3%
RF
158
Resolute Financial
Massachusetts
$466K +$940 +7 +0.2%
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$462K +$72.9K +543 +16%
PNC Financial Services Group
160
PNC Financial Services Group
Pennsylvania
$432K -$449K -3,344 -48%
KCFA
161
Key Client Fiduciary Advisors
New Jersey
$410K -$18.4K -137 -4%
KBFS
162
Kohmann Bosshard Financial Services
Ohio
$410K
SIS
163
Sound Income Strategies
Florida
$409K -$204K -1,517 -31%
CG
164
Colony Group
Massachusetts
$405K -$108K -805 -19%
MFG
165
Merit Financial Group
Georgia
$396K -$475K -3,536 -52%
Fifth Third Bancorp
166
Fifth Third Bancorp
Ohio
$388K
RA
167
Rodgers & Associates
Pennsylvania
$379K +$80.5K +600 +23%
MA
168
Montag & Associates
Georgia
$378K
DAS
169
Dynamic Advisor Solutions
Arizona
$377K +$23.1K +172 +6%
TCWM
170
Total Clarity Wealth Management
Illinois
$358K +$120K +894 +43%
KP
171
Keel Point
Alabama
$357K +$1.07K +8 +0.3%
MAC
172
Mason & Associates (California)
California
$352K -$55.8K -416 -12%
5L
173
55I LLC
Massachusetts
$352K +$177K +1,319 +81%
SIAG
174
Safeguard Investment Advisory Group
California
$349K -$135K -1,008 -26%
FHA
175
Flagship Harbor Advisors
Massachusetts
$348K +$36.9K +275 +10%

IWY Hedge Fund Activity: Q3 2022 in Review

281 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2022, worth a combined $3.47B — down 4.5% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 14 closed out — a net gain of 15 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was TIAA FSB, adding an estimated $43.1M. The largest seller was First Citizens Bank & Trust, cutting an estimated $126M.

  • 281 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2022, up from 271 in Q2 2022.
  • Funds reported $3.47B of iShares Russell Top 200 Growth ETF stock for Q3 2022, down 4.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2022 and 14 closed out, a net change of +15 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $43.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2022 was First Citizens Bank & Trust, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2022.