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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
FFA
201
Founders Financial Alliance
North Carolina
$259K +$4.39K +32 +2%
BFPW
202
BOK Financial Private Wealth
Colorado
$250K
TP
203
Tranquility Partners
Tennessee
$241K
IAN
204
Integrated Advisors Network
Texas
$239K +$2.61K +19 +1%
CCT
205
Chemung Canal Trust
New York
$230K
WA
206
WBH Advisory
Maryland
$230K
NL
207
NWAM LLC
Washington
$222K +$3.98K +29 +2%
MOS
208
MGO One Seven
Ohio
$218K +$239K +1,744 New
PFS
209
Prospera Financial Services
Texas
$217K -$94.2K -686 -28%
NB
210
NBT Bank
New York
$217K
PWP
211
Principle Wealth Partners
Connecticut
$217K +$238K +1,736 New
MCM
212
MAI Capital Management
Ohio
$212K +$27.2K +198 +13%
MCM
213
Murphy Capital Management
New Jersey
$211K -$2.61K -19 -1%
KeyBank National Association
214
KeyBank National Association
Ohio
$206K
5L
215
55I LLC
Massachusetts
$204K -$57.1K -416 -20%
CWM
216
Curi Wealth Management
North Carolina
$191K -$11.1K -81 -5%
GWSG
217
GPS Wealth Strategies Group
Colorado
$174K
Qube Research & Technologies (QRT)
218
Qube Research & Technologies (QRT)
United Kingdom
$165K +$180K +1,314 New
Kayne Anderson Rudnick Investment Management
219
Kayne Anderson Rudnick Investment Management
California
$150K
TSWM
220
Tyler-Stone Wealth Management
Ohio
$150K
PTC
221
Private Trust Company
Ohio
$140K +$153K +1,118 New
BAM
222
Belpointe Asset Management
Nevada
$133K
DAC
223
Dividend Assets Capital
South Carolina
$131K +$143K +1,043 New
Citigroup
224
Citigroup
New York
$119K +$2.2K +16 +2%
PFBT
225
Parkside Financial Bank & Trust
Missouri
$102K

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.