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iShares Russell Top 200 Growth ETF
IWY

280 hedge funds and large institutions have $3.71B invested in iShares Russell Top 200 Growth ETF in 2021 Q4 according to their latest regulatory filings, with 57 funds opening new positions, 97 increasing their positions, 76 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

280% more first-time investments, than exits

New positions opened: 57 | Existing positions closed: 15

31% more capital invested

Capital invested by funds: $2.83B → $3.71B (+$885M)

28% more repeat investments, than reductions

Existing positions increased: 97 | Existing positions reduced: 76

27% more funds holding in top 10

Funds holding in top 10: 15 → 19 (+4)

17% more funds holding

Funds holding: 240 → 280 (+40)

6.25% more ownership

Funds ownership: 69.13% → 75.38% (+6.3%)

Holders
280
Holders Change
+40
Holders Change %
+16.67%
% of All Funds
4.31%
Holding in Top 10
19
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+26.67%
% of All Funds
0.29%
New
57
Increased
97
Reduced
76
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$150M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$146M
3
WBG
Wharton Business Group
Pennsylvania
+$40.1M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$20.7M
5
Osaic Holdings
Osaic Holdings
Arizona
+$19.6M

Top Sellers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
-$12.6M
2
Goldman Sachs
Goldman Sachs
New York
-$11.3M
3
GM
GeoWealth Management
Illinois
-$10.1M
4
FTUS
Flow Traders U.S.
New York
-$4.58M
5
AWA
Arkadios Wealth Advisors
Georgia
-$4.28M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCP
176
Mirador Capital Partners
California
$473K +$16K +96 +4%
NEWAS
177
N.E.W. Advisory Services
Wisconsin
$461K +$1.17K +7 +0.3%
BA
178
Ballast Advisors
Minnesota
$455K – – –
JF
179
JSF Financial
California
$434K +$146K +874 +54%
FFA
180
Founders Financial Alliance
North Carolina
$433K – – –
Janney Montgomery Scott
181
Janney Montgomery Scott
Pennsylvania
$413K -$9.5K -57 -2%
GC
182
Gratus Capital
Georgia
$413K – – –
LWAC
183
Laurel Wealth Advisors (California)
California
$410K +$394K +2,365 New
APA
184
American Portfolios Advisors
New York
$404K +$142K +853 +58%
IWN
185
Independent Wealth Network
Iowa
$391K +$5.83K +35 +2%
PPW
186
Pinnacle Private Wealth
Massachusetts
$383K +$368K +2,208 New
KJHP
187
K.J. Harrison & Partners
Ontario, Canada
$378K – – –
MCM
188
MAI Capital Management
Ohio
$372K -$5.66K -34 -2%
WP
189
WealthSource Partners
California
$371K -$282K -1,691 -44%
Bank of New York Mellon
190
Bank of New York Mellon
New York
$368K -$36.3K -218 -9%
CAC
191
Certified Advisory Corp
Florida
$357K +$58.3K +350 +20%
Northern Trust
192
Northern Trust
Illinois
$356K -$50K -300 -13%
BFPW
193
BOK Financial Private Wealth
Colorado
$346K – – –
IAN
194
Integrated Advisors Network
Texas
$339K +$4.17K +25 +1%
TP
195
Tranquility Partners
Tennessee
$334K +$167 +1 +0.1%
CCT
196
Chemung Canal Trust
New York
$319K – – –
WA
197
WBH Advisory
Maryland
$314K – – –
WP
198
WMS Partners
Maryland
$314K – – –
MCM
199
Murphy Capital Management
New Jersey
$311K – – –
FPOC
200
Financial Planners of Cleveland
Ohio
$303K +$308K +1,846 New
6 7
8
9 10

IWY Hedge Fund Activity: Q4 2021 in Review

280 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2021, worth a combined $3.71B — up 31% from $2.83B a quarter earlier.

Buyers outnumbered sellers: 57 funds opened new IWY positions and 15 closed out — a net gain of 42 holders — while 97 added to existing stakes and 76 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $150M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $12.6M sold.

  • 280 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2021, up from 240 in Q3 2021.
  • Funds reported $3.71B of iShares Russell Top 200 Growth ETF stock for Q4 2021, up 31% quarter-over-quarter.
  • 57 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2021 and 15 closed out, a net change of +42 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2021 was Envestnet Asset Management, an estimated $150M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2021 was Proficio Capital Partners, an estimated $12.6M sold.

Based on aggregated 13F filings for Q4 2021.