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iShares Russell Top 200 Growth ETF

271 hedge funds and large institutions have $3.63B invested in iShares Russell Top 200 Growth ETF in 2022 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 100 increasing their positions, 90 reducing their positions, and 26 closing their positions.

New
Increased
Maintained
Reduced
Closed

11% more repeat investments, than reductions

Existing positions increased: 100 | Existing positions reduced: 90

4.08% more ownership

Funds ownership: 80.01%84.09% (+4.1%)

4% more first-time investments, than exits

New positions opened: 27 | Existing positions closed: 26

0% more funds holding in top 10

Funds holding in top 10: 1919 (0)

4% less capital invested

Capital invested by funds: $3.79B → $3.63B (-$159M)

1% less funds holding

Funds holding: 274271 (-3)

Holders
271
Holders Change
-3
Holders Change %
-1.09%
% of All Funds
4.57%
Holding in Top 10
19
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.32%
New
27
Increased
100
Reduced
90
Closed
26
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$329K +$549 +4 +0.2%
AWA
177
Arkadios Wealth Advisors
Georgia
$328K -$2.88K -21 -0.8%
RA
178
Rodgers & Associates
Pennsylvania
$322K +$353K +2,572 New
MHS
179
M Holdings Securities
Oregon
$311K -$23.1K -168 -6%
Citadel Advisors
180
Citadel Advisors
Florida
$305K +$334K +2,434 New
OC
181
Oppenheimer & Co
New York
$302K -$5.11M -37,214 -94%
GVAG
182
Great Valley Advisor Group
Delaware
$302K +$7.96K +58 +2%
FHC
183
First Heartland Consultants
Missouri
$301K +$47.8K +348 +17%
Janney Montgomery Scott
184
Janney Montgomery Scott
Pennsylvania
$300K -$3.71K -27 -1%
GC
185
Gratus Capital
Georgia
$299K -$6.86K -50 -2%
Bessemer Group
186
Bessemer Group
New Jersey
$299K
CAM
187
Cozad Asset Management
Illinois
$292K -$240K -1,748 -43%
FC
188
Forte Capital
New York
$291K +$81.5K +594 +34%
LA
189
LexAurum Advisors
Kansas
$289K +$30.7K +224 +11%
PPW
190
Pinnacle Private Wealth
Massachusetts
$285K +$25.9K +189 +9%
LWAC
191
Laurel Wealth Advisors (California)
California
$284K -$17.3K -126 -5%
EP
192
Eudaimonia Partners
Tennessee
$277K +$303K +2,211 New
APA
193
American Portfolios Advisors
New York
$267K -$31.8K -232 -10%
SAM
194
Sequent Asset Management
Texas
$265K
TCWM
195
Total Clarity Wealth Management
Illinois
$263K -$21.1K -154 -7%
CIBC Private Wealth Group
196
CIBC Private Wealth Group
Georgia
$263K +$288K +2,100 New
RIM
197
Rockbridge Investment Management
New York
$262K +$219K +1,593 +319%
FA
198
Fermata Advisors
California
$262K -$1.53M -11,164 -84%
TC
199
Truvestments Capital
Florida
$262K +$80.4K +586 +39%
Bank of New York Mellon
200
Bank of New York Mellon
New York
$260K -$6.18K -45 -2%

IWY Hedge Fund Activity: Q2 2022 in Review

271 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2022, worth a combined $3.63B — down 4.2% from $3.79B a quarter earlier.

Buyers outnumbered sellers: 27 funds opened new IWY positions and 26 closed out — a net gain of 1 holder — while 100 added to existing stakes and 90 trimmed.

The largest buyer was TIAA FSB, adding an estimated $335M. The largest seller was CAPTRUST Financial Advisors, cutting an estimated $37.9M.

  • 271 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2022, down from 274 in Q1 2022.
  • Funds reported $3.63B of iShares Russell Top 200 Growth ETF stock for Q2 2022, down 4.2% quarter-over-quarter.
  • 27 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2022 and 26 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2022 was TIAA FSB, an estimated $335M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2022 was CAPTRUST Financial Advisors, an estimated $37.9M sold.

Based on aggregated 13F filings for Q2 2022.