We are live on ! Find out more
IWY icon

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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$683M +$150M +902,241 +30%
FCBT
2
First Citizens Bank & Trust
North Carolina
$619M +$146M +873,805 +32%
TF
3
TIAA FSB
Florida
$347M -$2.29M -13,751 -0.7%
AWM
4
AE Wealth Management
Kansas
$327M +$11.6M +69,734 +4%
Morgan Stanley
5
Morgan Stanley
New York
$157M +$6.08M +36,476 +4%
BWM
6
Baystate Wealth Management
Massachusetts
$101M -$693K -4,162 -0.7%
LPL Financial
7
LPL Financial
California
$94.4M +$11.6M +69,720 +15%
AUB
8
Atlantic Union Bankshares
Virginia
$90.1M -$81.1K -487 -0.1%
Ameriprise
9
Ameriprise
Minnesota
$89.9M -$2.35M -14,130 -3%
Bank of America
10
Bank of America
North Carolina
$78.5M +$8.83M +53,033 +13%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$73.1M +$6.15M +36,889 +10%
Osaic Holdings
12
Osaic Holdings
Arizona
$68.6M +$19.6M +117,581 +42%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$64M +$260K +1,561 +0.4%
Truist Financial
14
Truist Financial
North Carolina
$63.6M +$6M +36,007 +11%
Wells Fargo
15
Wells Fargo
California
$62.7M +$752K +4,514 +1%
UBS Group
16
UBS Group
Switzerland
$53.7M -$1.93M -11,595 -4%
WBG
17
Wharton Business Group
Pennsylvania
$41.7M +$40.1M +240,636 New
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$37.3M +$20.7M +124,326 +137%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$36.8M +$1.04M +6,242 +3%
MML Investors Services
20
MML Investors Services
Massachusetts
$36.1M -$407K -2,446 -1%
SEM
21
Strategic Equity Management
Arizona
$28.1M -$549K -3,294 -2%
CCMD
22
Cypress Capital Management (Delaware)
Delaware
$23.5M +$142K +855 +0.6%
M&T Bank
23
M&T Bank
New York
$23.5M -$501K -3,005 -2%
MAC
24
Mason & Associates (California)
California
$23.2M +$22.3M +133,826 New
HGWM
25
Horst & Graben Wealth Management
Oregon
$21M -$2.42M -14,538 -11%

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.