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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$707M +$79.2M +508,287 +13%
FCBT
2
First Citizens Bank & Trust
North Carolina
$646M +$76.7M +492,231 +14%
TF
3
TIAA FSB
Florida
$415M +$95.7M +614,039 +31%
AWM
4
AE Wealth Management
Kansas
$225M -$73M -468,414 -25%
Morgan Stanley
5
Morgan Stanley
New York
$147M +$2.61M +16,733 +2%
Ameriprise
6
Ameriprise
Minnesota
$114M +$30.6M +196,186 +38%
BWM
7
Baystate Wealth Management
Massachusetts
$97.4M +$4.4M +28,228 +5%
LPL Financial
8
LPL Financial
California
$95.7M +$8.94M +57,339 +11%
AUB
9
Atlantic Union Bankshares
Virginia
$82.3M -$277K -1,779 -0.3%
Truist Financial
10
Truist Financial
North Carolina
$79.1M +$20.4M +130,865 +36%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$77.4M +$18.4M +118,070 +32%
Bank of America
12
Bank of America
North Carolina
$76.2M +$4.21M +26,977 +6%
Wells Fargo
13
Wells Fargo
California
$59.2M +$1.7M +10,935 +3%
MML Investors Services
14
MML Investors Services
Massachusetts
$51.4M +$18M +115,379 +55%
Osaic Holdings
15
Osaic Holdings
Arizona
$50.4M -$9.12M -58,514 -15%
UBS Group
16
UBS Group
Switzerland
$50M +$789K +5,061 +2%
CAPTRUST Financial Advisors
17
CAPTRUST Financial Advisors
North Carolina
$44.9M +$44M +282,068 +44,915%
RJFSA
18
Raymond James Financial Services Advisors
Florida
$43.5M -$23M -147,818 -35%
EF
19
Empowered Funds
Pennsylvania
$36.6M +$28.2M +180,662 +364%
WBG
20
Wharton Business Group
Pennsylvania
$36M -$2.17M -13,915 -6%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$33.4M -$247K -1,583 -0.7%
SEM
22
Strategic Equity Management
Arizona
$29.7M +$3.87M +24,803 +15%
CCMD
23
Cypress Capital Management (Delaware)
Delaware
$21.5M -$92.1K -591 -0.4%
MAC
24
Mason & Associates (California)
California
$21.3M +$62.4K +400 +0.3%
SWA
25
SOA Wealth Advisors
New York
$21.1M +$6.66M +42,751 +48%

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.