iShares Russell Top 200 Growth ETF
30 hedge funds and large institutions have $154M invested in iShares Russell Top 200 Growth ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 16 increasing their positions, 6 reducing their positions, and 4 closing their positions.
167% more repeat investments, than reductions
Existing positions increased: 16 | Existing positions reduced: 6
5% more capital invested
Capital invested by funds: $147M → $154M (+$7.76M)
2.8% more ownership
Funds ownership: 27.9% → 30.7% (+2.8%)
3% less funds holding
Funds holding: 31 → 30 (-1)
25% less first-time investments, than exits
New positions opened: 3 | Existing positions closed: 4
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$4.91M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.5M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.3M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.24M |
| 5 |
Wells Fargo
San Francisco,
California
|
+$993K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.99M |
| 2 |
Jane Street
New York
|
-$445K |
| 3 |
Morgan Stanley
New York
|
-$407K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$378K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$326K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $29K | – | – | – |
|
|
NES
27
New England Securities
New York
| $20K | -$3.53K | -73 | -15% |
|
|
WA
28
WFG Advisors
Dallas,
Texas
| $15K | +$145 | +3 | +1% |
|
29
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $11K | – | – | – |
|
|
FANJ
30
Financial Architects (New Jersey)
Marlton,
New Jersey
| $7K | +$7.25K | +150 | New |
|
|
31
Jane Street
New York
| – | -$445K | -9,326 | Closed |
|
|
VKH
32
Virtu KCG Holdings
New York
| – | -$283K | -5,932 | Closed |
|
|
FNBOO
33
First National Bank of Omaha
Omaha,
Nebraska
| – | -$275K | -5,760 | Closed |
|
|
BRWA
34
B. Riley Wealth Advisors
Boca Raton,
Florida
| – | -$23.9K | -500 | Closed |
|
IWY Hedge Fund Activity: Q3 2014 in Review
30 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2014, worth a combined $154M — up 5.3% from $147M a quarter earlier.
Sellers outnumbered buyers: 4 funds closed out of IWY and 3 opened new positions — a net loss of 1 holder — while 6 trimmed existing stakes and 16 added.
The largest buyer was Truist Financial, adding an estimated $4.91M. The largest seller was Bank of America, cutting an estimated $4.99M.
- 30 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2014, down from 31 in Q2 2014.
- Funds reported $154M of iShares Russell Top 200 Growth ETF stock for Q3 2014, up 5.3% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2014 and 4 closed out, a net change of -1 holder.
- The largest iShares Russell Top 200 Growth ETF buyer in Q3 2014 was Truist Financial, an estimated $4.91M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q3 2014 was Bank of America, an estimated $4.99M sold.
Based on aggregated 13F filings for Q3 2014.