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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
LWAC
201
Laurel Wealth Advisors (California)
California
$259K -$14K -104 -5%
Bank of New York Mellon
202
Bank of New York Mellon
New York
$259K +$12.2K +91 +4%
SS
203
Simplicity Solutions
Minnesota
$254K -$6.12M -45,628 -96%
RWP
204
Revolve Wealth Partners
New Jersey
$254K -$114K -847 -28%
SAM
205
Sequent Asset Management
Texas
$253K
CIBC Private Wealth Group
206
CIBC Private Wealth Group
Georgia
$251K
TC
207
Truvestments Capital
Florida
$250K
PFS
208
Prospera Financial Services
Texas
$246K +$44.2K +329 +19%
BFPW
209
BOK Financial Private Wealth
Colorado
$238K
WA
210
WBH Advisory
Maryland
$231K +$20.1K +150 +8%
FFA
211
Founders Financial Alliance
North Carolina
$229K -$19.6K -146 -7%
AWM
212
Apollon Wealth Management
South Carolina
$225K +$253K +1,882 New
CCT
213
Chemung Canal Trust
New York
$220K
US Bancorp
214
US Bancorp
Minnesota
$219K -$287K -2,140 -54%
CSPIA
215
Cary Street Partners Investment Advisory
Virginia
$216K +$243K +1,808 New
NB
216
NBT Bank
New York
$207K
NL
217
NWAM LLC
Washington
$205K -$3.36K -25 -1%
TI
218
Trexquant Investment
Connecticut
$202K +$227K +1,694 New
PGFC
219
Peapack-Gladstone Financial Corp
New Jersey
$201K +$226K +1,684 New
BFEC
220
Benjamin F. Edwards & Company
Missouri
$198K +$152K +1,130 +214%
APA
221
American Portfolios Advisors
New York
$183K -$80.3K -598 -28%
Qube Research & Technologies (QRT)
222
Qube Research & Technologies (QRT)
United Kingdom
$170K +$14.2K +106 +8%
GWSG
223
GPS Wealth Strategies Group
Colorado
$164K -$1.88K -14 -1%
PTC
224
Private Trust Company
Ohio
$156K +$24.8K +185 +17%
Kayne Anderson Rudnick Investment Management
225
Kayne Anderson Rudnick Investment Management
California
$143K

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.