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iShares Russell Top 200 Growth ETF
IWY

240 hedge funds and large institutions have $2.83B invested in iShares Russell Top 200 Growth ETF in 2021 Q3 according to their latest regulatory filings, with 33 funds opening new positions, 82 increasing their positions, 70 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

175% more first-time investments, than exits

New positions opened: 33 | Existing positions closed: 12

17% more repeat investments, than reductions

Existing positions increased: 82 | Existing positions reduced: 70

8% more funds holding

Funds holding: 223 → 240 (+17)

7% more funds holding in top 10

Funds holding in top 10: 14 → 15 (+1)

1% more capital invested

Capital invested by funds: $2.8B → $2.83B (+$31.7M)

2.72% less ownership

Funds ownership: 71.85% → 69.13% (-2.7%)

Holders
240
Holders Change
+17
Holders Change %
+7.62%
% of All Funds
4.2%
Holding in Top 10
15
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+7.14%
% of All Funds
0.26%
New
33
Increased
82
Reduced
70
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
TIAA FSB
Florida
+$29.9M
2
Ameriprise
Ameriprise
Minnesota
+$18.9M
3
PCP
Proficio Capital Partners
Massachusetts
+$13M
4
GM
GeoWealth Management
Illinois
+$12.2M
5
EF
Empowered Funds
Pennsylvania
+$11.8M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$51.7M
2
WBG
Wharton Business Group
Pennsylvania
-$34.9M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$17.9M
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$17.5M
5
US Bancorp
US Bancorp
Minnesota
-$9.62M
Name Holding Trade Value Shares
Change 		Change in
Stake
TP
176
Tranquility Partners
Tennessee
$294K +$47.8K +303 +19%
CCT
177
Chemung Canal Trust
New York
$281K – – –
WA
178
WBH Advisory
Maryland
$276K – – –
WP
179
WMS Partners
Maryland
$276K +$286K +1,811 New
MCM
180
Murphy Capital Management
New Jersey
$273K – – –
NL
181
NWAM LLC
Washington
$265K +$274K +1,736 New
NB
182
NBT Bank
New York
$264K -$9.47K -60 -3%
CAC
183
Certified Advisory Corp
Florida
$261K +$269K +1,708 New
KeyBank National Association
184
KeyBank National Association
Ohio
$251K – – –
HI
185
Harbour Investments
Wisconsin
$251K +$4.73K +30 +2%
GWSG
186
GPS Wealth Strategies Group
Colorado
$250K +$158 +1 +0.1%
JF
187
JSF Financial
California
$248K +$257K +1,627 New
BRWA
188
B. Riley Wealth Advisors
Florida
$247K +$255K +1,615 New
RWA
189
Redhawk Wealth Advisors
Minnesota
$246K +$11K +70 +5%
CWM
190
Curi Wealth Management
North Carolina
$244K -$35K -222 -12%
FHA
191
Flagship Harbor Advisors
Massachusetts
$242K – – –
FC
192
Financial Council
Maryland
$235K +$243K +1,539 New
FHC
193
First Heartland Consultants
Missouri
$232K +$2.05K +13 +0.9%
APA
194
American Portfolios Advisors
New York
$226K – – –
SWM
195
SeaCrest Wealth Management
New York
$220K – – –
AFC
196
AFT Forsyth & Company
Florida
$214K – – –
EWM
197
EPG Wealth Management
Georgia
$206K +$158 +1 +0.1%
TC
198
Truvestments Capital
Florida
$200K +$207K +1,313 New
Kayne Anderson Rudnick Investment Management
199
Kayne Anderson Rudnick Investment Management
California
$183K +$189K +1,200 New
Citigroup
200
Citigroup
New York
$159K -$103K -656 -39%
6 7
8
9 10

IWY Hedge Fund Activity: Q3 2021 in Review

240 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2021, worth a combined $2.83B — up 1.1% from $2.8B a quarter earlier.

Buyers outnumbered sellers: 33 funds opened new IWY positions and 12 closed out — a net gain of 21 holders — while 82 added to existing stakes and 70 trimmed.

The largest buyer was TIAA FSB, adding an estimated $29.9M. The largest seller was AE Wealth Management, cutting an estimated $51.7M.

  • 240 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2021, up from 223 in Q2 2021.
  • Funds reported $2.83B of iShares Russell Top 200 Growth ETF stock for Q3 2021, up 1.1% quarter-over-quarter.
  • 33 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2021 and 12 closed out, a net change of +21 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2021 was TIAA FSB, an estimated $29.9M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2021 was AE Wealth Management, an estimated $51.7M sold.

Based on aggregated 13F filings for Q3 2021.