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iShares Russell Top 200 Growth ETF

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: 1519 (+4)

17% more funds holding

Funds holding: 240280 (+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
Name Holding Trade Value Shares
Change
Change in
Stake
AA
201
Advisory Alpha
Michigan
$301K -$68.1K -409 -19%
NB
202
NBT Bank
New York
$300K
FC
203
Forte Capital
New York
$299K +$288K +1,726 New
NL
204
NWAM LLC
Washington
$297K -$4.17K -25 -1%
RWA
205
Redhawk Wealth Advisors
Minnesota
$293K +$13.3K +80 +5%
KeyBank National Association
206
KeyBank National Association
Ohio
$285K
CWM
207
Curi Wealth Management
North Carolina
$277K +$333 +2 +0.1%
BRWA
208
B. Riley Wealth Advisors
Florida
$276K -$4.67K -28 -2%
EWM
209
EPG Wealth Management
Georgia
$269K +$33.5K +201 +15%
MSR
210
Main Street Research
Connecticut
$261K -$82K -492 -25%
SCA
211
Sandy Cove Advisors
Massachusetts
$258K +$248K +1,487 New
GWSG
212
GPS Wealth Strategies Group
Colorado
$256K -$26.5K -159 -10%
FC
213
Financial Council
Maryland
$255K -$11.5K -69 -4%
FHA
214
Flagship Harbor Advisors
Massachusetts
$243K -$34.2K -205 -13%
AFC
215
AFT Forsyth & Company
Florida
$243K
PCIA
216
Prime Capital Investment Advisors
Kansas
$243K +$233K +1,400 New
Qube Research & Technologies (QRT)
217
Qube Research & Technologies (QRT)
United Kingdom
$239K +$142K +851 +162%
Citigroup
218
Citigroup
New York
$232K +$50.3K +302 +29%
TC
219
Truvestments Capital
Florida
$218K -$9.16K -55 -4%
UCFA
220
United Capital Financial Advisors
Texas
$210K +$202K +1,212 New
FWM
221
FFT Wealth Management
Pennsylvania
$210K +$202K +1,213 New
Kayne Anderson Rudnick Investment Management
222
Kayne Anderson Rudnick Investment Management
California
$208K
TSWM
223
Tyler-Stone Wealth Management
Ohio
$208K +$200K +1,200 New
USCWA
224
U.S. Capital Wealth Advisors
Texas
$208K +$200K +1,202 New
BSW
225
Buckingham Strategic Wealth
Missouri
$207K -$732K -4,394 -79%

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.