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iShares Russell Top 200 Growth ETF
IWY

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: 19 → 22 (+3)

4% more funds holding

Funds holding: 271 → 281 (+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
–

Top Buyers

1
TF
TIAA FSB
Florida
+$43.1M
2
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$26.5M
3
Truist Financial
Truist Financial
North Carolina
+$25.8M
4
MOS
MGO One Seven
Ohio
+$25.8M
5
Ameriprise
Ameriprise
Minnesota
+$18.9M

Top Sellers

1
FCBT
First Citizens Bank & Trust
North Carolina
-$126M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$124M
3
SS
Simplicity Solutions
Minnesota
-$6.12M
4
FA
FDx Advisors
Illinois
-$4.91M
5
AWM
AE Wealth Management
Kansas
-$3.95M
Name Holding Trade Value Shares
Change 		Change in
Stake
TF
1
TIAA FSB
Florida
$643M +$43.1M +321,191 +6%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$606M -$124M -920,465 -15%
FCBT
3
First Citizens Bank & Trust
North Carolina
$557M -$126M -941,416 -17%
AWM
4
AE Wealth Management
Kansas
$143M -$3.95M -29,410 -2%
Morgan Stanley
5
Morgan Stanley
New York
$127M +$14.5M +107,985 +11%
Ameriprise
6
Ameriprise
Minnesota
$98M +$18.9M +140,719 +21%
Truist Financial
7
Truist Financial
North Carolina
$88.7M +$25.8M +192,460 +35%
LPL Financial
8
LPL Financial
California
$86.2M +$8.2M +61,111 +9%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$78.4M +$26.5M +197,422 +43%
BWM
10
Baystate Wealth Management
Massachusetts
$77M -$1.19M -8,851 -1%
WSFS
11
Wilmington Savings Fund Society
Delaware
$71.9M +$8.97M +66,851 +12%
Bank of America
12
Bank of America
North Carolina
$69.9M +$3.67M +27,307 +5%
MML Investors Services
13
MML Investors Services
Massachusetts
$43.1M -$2.69M -20,047 -5%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$41.3M +$8.77M +65,358 +23%
Osaic Holdings
15
Osaic Holdings
Arizona
$40.9M +$2.15M +16,049 +5%
AUB
16
Atlantic Union Bankshares
Virginia
$39.8M -$1.98M -14,726 -4%
UBS Group
17
UBS Group
Switzerland
$36.5M -$976K -7,274 -2%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$33.3M +$7.77M +57,895 +26%
MCC
19
Money Concepts Capital
Florida
$30.3M +$2.92M +21,744 +9%
SWA
20
SOA Wealth Advisors
New York
$29.6M +$2.71M +20,194 +9%
FCAM
21
First Citizens Asset Management
North Carolina
$28.8M +$32.3M +240,794 New
WBG
22
Wharton Business Group
Pennsylvania
$27.1M +$12.1K +90 +0%
Cambridge Investment Research Advisors
23
Cambridge Investment Research Advisors
Iowa
$25.3M +$10.9M +81,557 +63%
Wells Fargo
24
Wells Fargo
California
$16.2M -$604K -4,499 -3%
HighTower Advisors
25
HighTower Advisors
Illinois
$15.6M +$14.5M +107,751 +479%
1
2 3 4 5

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.