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iShares Russell Top 200 Growth ETF

223 hedge funds and large institutions have $2.8B invested in iShares Russell Top 200 Growth ETF in 2021 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 84 increasing their positions, 66 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

93% more first-time investments, than exits

New positions opened: 29 | Existing positions closed: 15

27% more repeat investments, than reductions

Existing positions increased: 84 | Existing positions reduced: 66

10% more capital invested

Capital invested by funds: $2.55B → $2.8B (+$243M)

6% more funds holding

Funds holding: 210223 (+13)

0.41% less ownership

Funds ownership: 72.26%71.85% (-0.41%)

7% less funds holding in top 10

Funds holding in top 10: 1514 (-1)

Holders
223
Holders Change
+13
Holders Change %
+6.19%
% of All Funds
3.88%
Holding in Top 10
14
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.67%
% of All Funds
0.24%
New
29
Increased
84
Reduced
66
Closed
15
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$474M -$40.4M -281,977 -8%
FCBT
2
First Citizens Bank & Trust
North Carolina
$423M -$41.4M -289,072 -9%
AWM
3
AE Wealth Management
Kansas
$323M +$89.5M +625,456 +41%
TF
4
TIAA FSB
Florida
$276M -$1M -7,018 -0.4%
Morgan Stanley
5
Morgan Stanley
New York
$130M +$1.41M +9,870 +1%
BWM
6
Baystate Wealth Management
Massachusetts
$89.4M +$213K +1,485 +0.3%
AUB
7
Atlantic Union Bankshares
Virginia
$81.5M -$8.37M -58,474 -10%
LPL Financial
8
LPL Financial
California
$66.3M +$4.28M +29,903 +7%
Ameriprise
9
Ameriprise
Minnesota
$62.3M +$5.81M +40,631 +11%
Bank of America
10
Bank of America
North Carolina
$61.6M -$36.6M -255,521 -38%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$59.5M +$560K +3,914 +1%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$58.5M -$3.3M -23,041 -6%
Wells Fargo
13
Wells Fargo
California
$56.3M +$4.54M +31,742 +9%
UBS Group
14
UBS Group
Switzerland
$49.2M -$363K -2,540 -0.8%
Truist Financial
15
Truist Financial
North Carolina
$48.9M +$7.63M +53,299 +20%
WBG
16
Wharton Business Group
Pennsylvania
$34.9M +$857K +5,990 +3%
Osaic Holdings
17
Osaic Holdings
Arizona
$32.7M -$611K -4,272 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$32.5M -$4.34M -30,331 -12%
MML Investors Services
19
MML Investors Services
Massachusetts
$31.1M +$3.16M +22,059 +12%
SEM
20
Strategic Equity Management
Arizona
$25.5M -$12.5M -87,567 -34%
HGWM
21
Horst & Graben Wealth Management
Oregon
$21.7M -$8.34M -58,284 -29%
M&T Bank
22
M&T Bank
New York
$21.3M -$2.45M -17,144 -11%
CCMD
23
Cypress Capital Management (Delaware)
Delaware
$20.3M +$160K +1,115 +0.8%
WSFS
24
Wilmington Savings Fund Society
Delaware
$15.8M +$256K +1,787 +2%
CA
25
Crumly & Associates
Illinois
$15.8M +$572K +3,997 +4%

IWY Hedge Fund Activity: Q2 2021 in Review

223 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2021, worth a combined $2.8B — up 9.5% from $2.55B a quarter earlier.

Buyers outnumbered sellers: 29 funds opened new IWY positions and 15 closed out — a net gain of 14 holders — while 84 added to existing stakes and 66 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $89.5M. The largest seller was First Citizens Bank & Trust, cutting an estimated $41.4M.

  • 223 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2021, up from 210 in Q1 2021.
  • Funds reported $2.8B of iShares Russell Top 200 Growth ETF stock for Q2 2021, up 9.5% quarter-over-quarter.
  • 29 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2021 and 15 closed out, a net change of +14 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2021 was AE Wealth Management, an estimated $89.5M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2021 was First Citizens Bank & Trust, an estimated $41.4M sold.

Based on aggregated 13F filings for Q2 2021.