We are live on ! Find out more
IWY icon

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
TP
201
Tranquility Partners
Tennessee
$306K
IAN
202
Integrated Advisors Network
Texas
$300K -$11.2K -72 -4%
FC
203
Forte Capital
New York
$299K
CCT
204
Chemung Canal Trust
New York
$292K
NB
205
NBT Bank
New York
$275K
NL
206
NWAM LLC
Washington
$272K
MCM
207
Murphy Capital Management
New Jersey
$270K -$14K -90 -5%
SS
208
Simplicity Solutions
Minnesota
$266K +$261K +1,676 New
KeyBank National Association
209
KeyBank National Association
Ohio
$261K
WA
210
WBH Advisory
Maryland
$259K -$4.68K -30 -2%
COF
211
Capital One Financial
Virginia
$256K -$1.15M -7,364 -82%
CWM
212
Curi Wealth Management
North Carolina
$254K +$312 +2 +0.1%
Financial Engines Advisors
213
Financial Engines Advisors
California
$253K +$248K +1,593 New
SFA
214
Sequoia Financial Advisors
Ohio
$251K +$246K +1,580 New
PCIA
215
Prime Capital Investment Advisors
Kansas
$243K
MSR
216
Main Street Research
Connecticut
$240K
TC
217
Truvestments Capital
Florida
$239K +$38.5K +247 +20%
MCM
218
MAI Capital Management
Ohio
$238K -$102K -652 -30%
SCA
219
Sandy Cove Advisors
Massachusetts
$236K
RL
220
Retireful LLC
Michigan
$233K +$259K +1,663 New
AFC
221
AFT Forsyth & Company
Florida
$223K +$156 +1 +0.1%
GWSG
222
GPS Wealth Strategies Group
Colorado
$221K -$13.7K -88 -6%
FC
223
Financial Council
Maryland
$217K -$15.9K -102 -7%
WP
224
WMS Partners
Maryland
$216K -$70.2K -450 -25%
RWA
225
Redhawk Wealth Advisors
Minnesota
$205K -$62.4K -400 -24%

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.