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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

48 hedge funds and large institutions have $232M invested in iShares Russell Top 200 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
11
Increased
15
Reduced
9
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$36.4M
2
LPL Financial
2
LPL Financial
California
$10.2M
3
Bank of America
3
Bank of America
North Carolina
$14.2M
4
Wells Fargo
4
Wells Fargo
California
$7.03M
5
UBS Group
5
UBS Group
Switzerland
$67.9M

Top Sellers

1
M&T Bank
1
M&T Bank
New York
$22.4M
2
CS
2
Credit Suisse
Switzerland
$0
3
TH
3
Timber Hill
Connecticut
$0
4
VKH
4
Virtu KCG Holdings
New York
$382K
5
BCI
5
Brinker Capital Investments
Pennsylvania
$13.2M
Name Market Value Shares Shares
Change 		Shares
Change %
WF
26
Welch & Forbes
Massachusetts
$304K 5,686 +5,686 New
NPC
27
National Planning Corporation
California
$300K 6,128 +6,128 New
MA
28
Montag & Associates
Georgia
$251K 4,697 -653 -12%
AIG
29
American International Group
New York
$249K 4,648 +3,022 +186%
PNC Financial Services Group
30
PNC Financial Services Group
Pennsylvania
$172K 3,214 +242 +8%
MFS
31
MSI Financial Services
Massachusetts
$85K 1,592 +1,101 +224%
LWA
32
Lenox Wealth Advisors
New York
$64K 1,200 – –
Citigroup
33
Citigroup
New York
$48K 902 -614 -41%
Bank of Montreal
34
Bank of Montreal
Ontario, Canada
$43K 800 +800 New
TAIM
35
TD Ameritrade Investment Management
Nebraska
$42K 793 – –
VIA
36
Vantage Investment Advisors
Pennsylvania
$22K 420 – –
WA
37
WFG Advisors
Texas
$17K 315 +3 +1%
Creative Planning
38
Creative Planning
Kansas
$16K 301 – –
IWM
39
Integrated Wealth Management
California
$11K 205 +1 +0.5%
CCMW
40
Cypress Capital Management (Wyoming)
Wyoming
$6.64K 124 – –
Carson Wealth (CWM LLC)
41
Carson Wealth (CWM LLC)
Nebraska
$5K 85 – –
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$5K 89 – –
GWM
43
Gupta Wealth Management
California
$5K 100 +100 New
NFG
44
Next Financial Group
Texas
$1K 27 – –
BlackRock
45
BlackRock
New York
$1K 24 +24 New
CS
46
Credit Suisse
Switzerland
– – -55,250 Closed
TH
47
Timber Hill
Connecticut
– – -19,332 Closed
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$0 2 -6,335 -100%
Goldman Sachs
49
Goldman Sachs
New York
– – -5,050 Closed
Susquehanna International Group
50
Susquehanna International Group
Pennsylvania
– – -4,741 Closed
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