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iShares Russell Top 200 Growth ETF

223 hedge funds and large institutions have $2.8B invested in iShares Russell Top 200 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $2.55B → $2.8B (+$243M)

6% more funds holding

Funds holding: 210223 (+13)

0.41% less ownership

Funds ownership: 72.26%71.85% (-0.41%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
223
Holders Change
+13
Holders Change %
+6.19%
% of All Funds
3.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
29
Increased
84
Reduced
66
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RWA
176
Redhawk Wealth Advisors
Minnesota
$232K -$157K -1,098 -42%
IF
177
Insight Folios
North Carolina
$228K +$216K +1,511 New
FHC
178
First Heartland Consultants
Missouri
$227K +$215K +1,505 New
APA
179
American Portfolios Advisors
New York
$223K +$43.2K +302 +26%
SWM
180
SeaCrest Wealth Management
New York
$217K +$206K +1,440 New
AFC
181
AFT Forsyth & Company
Florida
$211K +$200K +1,400 New
EWM
182
EPG Wealth Management
Georgia
$203K +$193K +1,350 New
FWM
183
FFT Wealth Management
Pennsylvania
$183K +$174K +1,213 New
GI
184
Gradient Investments
Minnesota
$167K +$30.1K +210 +23%
RFA
185
Reilly Financial Advisors
California
$151K
TAIM
186
TD Ameritrade Investment Management
Nebraska
$133K +$32.9K +230 +35%
PFBT
187
Parkside Financial Bank & Trust
Missouri
$123K
SIAP
188
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$122K
CF
189
Centaurus Financial
California
$117K -$22.9K -160 -17%
CFFP
190
Center for Financial Planning
Michigan
$101K
FDCDDQ
191
Federation des caisses Desjardins du Quebec
Quebec, Canada
$91.6K +$13.3K +93 +18%
ADL
192
Asset Dedication LLC
California
$83K
NFG
193
Next Financial Group
Texas
$80K +$51.2K +358 +205%
SSB
194
Sandy Spring Bank
Maryland
$77K
RIM
195
Rockbridge Investment Management
New York
$75K
Qube Research & Technologies (QRT)
196
Qube Research & Technologies (QRT)
United Kingdom
$75K +$70.8K +495 New
SWM
197
Spire Wealth Management
Virginia
$67K -$16.6K -116 -21%
APWA
198
Atlas Private Wealth Advisors
New Jersey
$55K -$32.2K -225 -38%
HPC
199
HM Payson & Co
Maine
$55K +$51.9K +363 New
APC
200
Aspire Private Capital
North Carolina
$52K +$49.7K +347 New

IWY Hedge Fund Activity: Q2 2021 in Review

223 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2021, worth a combined $2.8B — up 9.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 15 closed out — a net gain of 14 holders — while 84 added to existing stakes and 66 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $89.5M. The largest seller was First Citizens Bank & Trust, cutting an estimated $41.4M.

  • 223 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2021, up from 210 in Q1 2021.
  • Funds reported $2.8B of iShares Russell Top 200 Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2021 and 15 closed out, a net change of +14 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2021 was AE Wealth Management, an estimated $89.5M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2021 was First Citizens Bank & Trust, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2021.