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iShares Russell Top 200 Growth ETF

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: 223240 (+17)

7% more funds holding in top 10

Funds holding in top 10: 1415 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
GI
201
Gradient Investments
Minnesota
$157K -$12.6K -80 -7%
RFA
202
Reilly Financial Advisors
California
$153K
ONST
203
Old North State Trust
North Carolina
$136K +$92K +583 +190%
LWM
204
Liberty Wealth Management
California
$128K +$133K +841 New
PFBT
205
Parkside Financial Bank & Trust
Missouri
$124K
SIAP
206
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$124K
CF
207
Centaurus Financial
California
$117K -$1.1K -7 -0.9%
CFFP
208
Center for Financial Planning
Michigan
$103K
FDCDDQ
209
Federation des caisses Desjardins du Quebec
Quebec, Canada
$92.5K -$316 -2 -0.3%
ADL
210
Asset Dedication LLC
California
$84K
TAIM
211
TD Ameritrade Investment Management
Nebraska
$81K -$34.4K -218 -25%
NFG
212
Next Financial Group
Texas
$81K -$631 -4 -0.8%
Qube Research & Technologies (QRT)
213
Qube Research & Technologies (QRT)
United Kingdom
$80K +$4.73K +30 +6%
SSB
214
Sandy Spring Bank
Maryland
$78K
RIM
215
Rockbridge Investment Management
New York
$78K +$1.58K +10 +2%
SWM
216
Spire Wealth Management
Virginia
$68K
HPC
217
HM Payson & Co
Maine
$55K
WPA
218
West Paces Advisors
Georgia
$45.8K
APWA
219
Atlas Private Wealth Advisors
New Jersey
$38K -$18.1K -115 -32%
CFD
220
Creative Financial Designs
Indiana
$38K +$39K +247 New
CHC
221
City Holding Co
West Virginia
$35K +$14.2K +90 +64%
JCM
222
Jacobi Capital Management
Pennsylvania
$34K
PA
223
Parallel Advisors
California
$32K -$6.47K -41 -16%
MAWCM
224
Mine & Arao Wealth Creation & Management
California
$31K
EW
225
Evoke Wealth
California
$28K

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.