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iShares Russell Top 200 Growth ETF

274 hedge funds and large institutions have $3.79B invested in iShares Russell Top 200 Growth ETF in 2022 Q1 according to their latest regulatory filings, with 37 funds opening new positions, 98 increasing their positions, 91 reducing their positions, and 38 closing their positions.

New
Increased
Maintained
Reduced
Closed

4.63% more ownership

Funds ownership: 75.38%80.01% (+4.6%)

8% more repeat investments, than reductions

Existing positions increased: 98 | Existing positions reduced: 91

2% more capital invested

Capital invested by funds: $3.71B → $3.79B (+$74.1M)

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

3% less first-time investments, than exits

New positions opened: 37 | Existing positions closed: 38

2% less funds holding

Funds holding: 280274 (-6)

Holders
274
Holders Change
-6
Holders Change %
-2.14%
% of All Funds
4.32%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.3%
New
37
Increased
98
Reduced
91
Closed
38
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWA
176
Arkadios Wealth Advisors
Georgia
$419K -$473K -3,035 -53%
FHA
177
Flagship Harbor Advisors
Massachusetts
$418K +$192K +1,232 +88%
IWM
178
IHT Wealth Management
Illinois
$417K -$46.3K -297 -10%
BA
179
Ballast Advisors
Minnesota
$417K
9WM
180
9258 Wealth Management
Ohio
$389K +$382K +2,448 New
GC
181
Gratus Capital
Georgia
$387K +$7.79K +50 +2%
PFS
182
Prospera Financial Services
Texas
$384K -$219K -1,403 -37%
Janney Montgomery Scott
183
Janney Montgomery Scott
Pennsylvania
$382K +$3.9K +25 +1%
LWAC
184
Laurel Wealth Advisors (California)
California
$380K +$4.83K +31 +1%
Bessemer Group
185
Bessemer Group
New Jersey
$379K +$260K +1,666 +230%
APA
186
American Portfolios Advisors
New York
$375K +$4.68K +30 +1%
GVAG
187
Great Valley Advisor Group
Delaware
$374K -$76.1K -488 -17%
SOS
188
Silver Oak Securities
Tennessee
$362K +$366K +2,347 New
TCWM
189
Total Clarity Wealth Management
Illinois
$359K -$186K -1,192 -35%
NEWAS
190
N.E.W. Advisory Services
Wisconsin
$357K -$1.09K -7 -0.3%
Bank of New York Mellon
191
Bank of New York Mellon
New York
$337K +$156 +1 +0%
SAM
192
Sequent Asset Management
Texas
$336K -$137K -877 -29%
CFGS
193
Concourse Financial Group Securities
Alabama
$334K -$327K -2,097 -50%
PPW
194
Pinnacle Private Wealth
Massachusetts
$331K -$19.5K -125 -6%
LA
195
LexAurum Advisors
Kansas
$330K +$324K +2,080 New
Northern Trust
196
Northern Trust
Illinois
$326K
FHC
197
First Heartland Consultants
Missouri
$326K +$8.73K +56 +3%
5L
198
55I LLC
Massachusetts
$325K +$318K +2,043 New
FFA
199
Founders Financial Alliance
North Carolina
$323K -$72K -462 -19%
BFPW
200
BOK Financial Private Wealth
Colorado
$317K

IWY Hedge Fund Activity: Q1 2022 in Review

274 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2022, worth a combined $3.79B — up 2% from $3.71B a quarter earlier.

Sellers outnumbered buyers: 38 funds closed out of IWY and 37 opened new positions — a net loss of 1 holder — while 91 trimmed existing stakes and 98 added.

The largest buyer was TIAA FSB, adding an estimated $95.7M. The largest seller was AE Wealth Management, cutting an estimated $73M.

  • 274 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2022, down from 280 in Q4 2021.
  • Funds reported $3.79B of iShares Russell Top 200 Growth ETF stock for Q1 2022, up 2% quarter-over-quarter.
  • 37 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2022 and 38 closed out, a net change of -1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2022 was TIAA FSB, an estimated $95.7M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2022 was AE Wealth Management, an estimated $73M sold.

Based on aggregated 13F filings for Q1 2022.