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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
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$750M +$212M +1,542,908 +35%
FCBT
2
First Citizens Bank & Trust
North Carolina
$701M +$211M +1,535,898 +38%
TF
3
TIAA FSB
Florida
$634M +$335M +2,439,111 +93%
AWM
4
AE Wealth Management
Kansas
$154M -$25.9M -188,483 -13%
Morgan Stanley
5
Morgan Stanley
New York
$120M +$4.45M +32,449 +4%
Ameriprise
6
Ameriprise
Minnesota
$85.1M -$4.91M -35,796 -5%
LPL Financial
7
LPL Financial
California
$82.7M +$8.02M +58,430 +10%
BWM
8
Baystate Wealth Management
Massachusetts
$81.8M +$5.51M +40,121 +7%
Bank of America
9
Bank of America
North Carolina
$69.9M +$10.7M +78,076 +16%
Truist Financial
10
Truist Financial
North Carolina
$68.8M +$7.11M +51,801 +10%
WSFS
11
Wilmington Savings Fund Society
Delaware
$67M +$57.7M +420,294 +366%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$57.4M -$3.98M -29,018 -6%
MML Investors Services
13
MML Investors Services
Massachusetts
$47.7M +$7.84M +57,127 +18%
AUB
14
Atlantic Union Bankshares
Virginia
$43.6M -$23.4M -170,124 -33%
Osaic Holdings
15
Osaic Holdings
Arizona
$40.9M -$1.39M -10,126 -3%
UBS Group
16
UBS Group
Switzerland
$39.2M -$326K -2,374 -0.8%
RJFSA
17
Raymond James Financial Services Advisors
Florida
$35.1M +$856K +6,233 +2%
MCC
18
Money Concepts Capital
Florida
$29.3M +$15.8M +115,154 +98%
SWA
19
SOA Wealth Advisors
New York
$28.5M +$13.1M +95,093 +72%
WBG
20
Wharton Business Group
Pennsylvania
$28.4M +$2.75K +20 +0%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$27.7M +$1.44M +10,492 +5%
Wells Fargo
22
Wells Fargo
California
$17.6M -$31.8M -231,930 -62%
CCMD
23
Cypress Capital Management (Delaware)
Delaware
$16.5M -$489K -3,560 -3%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$16.3M +$661K +4,815 +4%
WAP
25
Wealthcare Advisory Partners
Pennsylvania
$14.6M +$16M +116,881 New

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.