We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

281 hedge funds and large institutions have $3.47B invested in iShares Russell Top 200 Growth ETF in 2022 Q3 according to their latest regulatory filings, with 29 funds opening new positions, 117 increasing their positions, 79 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 14

48% more repeat investments, than reductions

Existing positions increased: 117 | Existing positions reduced: 79

16% more funds holding in top 10

Funds holding in top 10: 1922 (+3)

4% more funds holding

Funds holding: 271281 (+10)

4% less capital invested

Capital invested by funds: $3.63B → $3.47B (-$163M)

1.62% less ownership

Funds ownership: 84.09%82.48% (-1.6%)

Holders
281
Holders Change
+10
Holders Change %
+3.69%
% of All Funds
4.84%
Holding in Top 10
22
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+15.79%
% of All Funds
0.38%
New
29
Increased
117
Reduced
79
Closed
14
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
RIA
176
Regal Investment Advisors
Michigan
$346K -$29.1K -217 -7%
BEI
177
Benjamin Edwards Inc
Missouri
$343K +$6.04K +45 +2%
FA
178
Fermata Advisors
California
$343K +$104K +777 +37%
MCP
179
Mirador Capital Partners
California
$341K +$2.55K +19 +0.7%
NPF
180
Norris Perne & French
Michigan
$335K
Nomura Asset Management
181
Nomura Asset Management
Japan
$332K -$262K -1,953 -41%
FIA
182
Foundations Investment Advisors
Arizona
$330K -$46.7K -348 -11%
MCWS
183
McKinley Carter Wealth Services
West Virginia
$328K -$220K -1,641 -37%
SW
184
Simplicity Wealth
New Jersey
$323K +$363K +2,706 New
PFG
185
Pacific Financial Group
Washington
$321K -$22.8K -170 -6%
NEWAS
186
N.E.W. Advisory Services
Wisconsin
$319K
IWM
187
IHT Wealth Management
Illinois
$318K +$4.16K +31 +1%
BA
188
Ballast Advisors
Minnesota
$314K
AWA
189
Arkadios Wealth Advisors
Georgia
$313K +$268 +2 +0.1%
MCM
190
MAI Capital Management
Ohio
$303K +$113K +839 +50%
NWMG
191
National Wealth Management Group
Ohio
$296K -$29.1K -217 -8%
FC
192
Forte Capital
New York
$296K +$20.8K +155 +7%
LA
193
LexAurum Advisors
Kansas
$289K +$15.3K +114 +5%
FA
194
FDx Advisors
Illinois
$288K -$4.91M -36,615 -94%
BWFA
195
Baltimore-Washington Financial Advisors
Maryland
$286K +$322K +2,399 New
GC
196
Gratus Capital
Georgia
$285K
Janney Montgomery Scott
197
Janney Montgomery Scott
Pennsylvania
$284K
Bessemer Group
198
Bessemer Group
New Jersey
$275K -$12.1K -90 -4%
IAN
199
Integrated Advisors Network
Texas
$271K +$48.2K +359 +19%
TP
200
Tranquility Partners
Tennessee
$260K +$33.8K +252 +13%

IWY Hedge Fund Activity: Q3 2022 in Review

281 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2022, worth a combined $3.47B — down 4.5% from $3.63B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 14 closed out — a net gain of 15 holders — while 117 added to existing stakes and 79 trimmed.

The largest buyer was TIAA FSB, adding an estimated $43.1M. The largest seller was First Citizens Bank & Trust, cutting an estimated $126M.

  • 281 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2022, up from 271 in Q2 2022.
  • Funds reported $3.47B of iShares Russell Top 200 Growth ETF stock for Q3 2022, down 4.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2022 and 14 closed out, a net change of +15 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2022 was TIAA FSB, an estimated $43.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2022 was First Citizens Bank & Trust, an estimated $126M sold.

Based on aggregated 13F filings for Q3 2022.