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iShares Russell Top 200 Growth ETF
IWY

51 hedge funds and large institutions have $233M invested in iShares Russell Top 200 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

29% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 7

4% more funds holding

Funds holding: 49 → 51 (+2)

0% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 13

4.69% less ownership

Funds ownership: 42.7% → 38.01% (-4.7%)

14% less capital invested

Capital invested by funds: $270M → $233M (-$36.7M)

Holders
51
Holders Change
+2
Holders Change %
+4.08%
% of All Funds
1.36%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
9
Increased
13
Reduced
13
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Goldman Sachs
Goldman Sachs
New York
+$2.62M
2
Truist Financial
Truist Financial
North Carolina
+$2.04M
3
Ameriprise
Ameriprise
Minnesota
+$1.96M
4
SG Americas Securities
SG Americas Securities
New York
+$761K
5
LTFS
Ladenburg Thalmann Financial Services
Florida
+$575K

Top Sellers

1
M&T Bank
M&T Bank
New York
-$16.8M
2
BCI
Brinker Capital Investments
Pennsylvania
-$12.2M
3
WBG
Wharton Business Group
Pennsylvania
-$9.15M
4
Bank of America
Bank of America
North Carolina
-$2.25M
5
LPL Financial
LPL Financial
California
-$1.54M
Name Holding Trade Value Shares
Change 		Change in
Stake
AG
26
Advisor Group
Arizona
$376K +$378K +7,030 New
IIA
27
IPG Investment Advisors
California
$323K – – –
WF
28
WealthTrust Fairport
Ohio
$272K – – –
MC
29
Moors & Cabot
Massachusetts
$260K +$32.2K +600 +14%
ICOA
30
Investment Centers of America
North Dakota
$256K +$8.54K +159 +3%
MA
31
Montag & Associates
Georgia
$234K – – –
RJA
32
Raymond James & Associates
Florida
$203K +$203K +3,774 New
PNC Financial Services Group
33
PNC Financial Services Group
Pennsylvania
$173K – – –
JP Morgan Chase
34
JP Morgan Chase
New York
$131K -$78.3K -1,458 -37%
VIA
35
Vantage Investment Advisors
Pennsylvania
$83K +$60.4K +1,124 +268%
QAM
36
QCI Asset Management
New York
$70K +$69.8K +1,300 New
LWA
37
Lenox Wealth Advisors
New York
$65K – – –
Citigroup
38
Citigroup
New York
$49K – – –
Manulife (Manufacturers Life Insurance)
39
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$47K +$46.5K +865 New
CCM
40
Cribstone Capital Management
Maine
$43K +$43.1K +802 New
TAIM
41
TD Ameritrade Investment Management
Nebraska
$39K -$8.59K -160 -18%
Bank of Montreal
42
Bank of Montreal
Ontario, Canada
$26K +$3.92K +73 +18%
Northwestern Mutual Wealth Management
43
Northwestern Mutual Wealth Management
Wisconsin
$23K – – –
Creative Planning
44
Creative Planning
Kansas
$16K – – –
FANJ
45
Financial Architects (New Jersey)
New Jersey
$16K – – –
WA
46
WFG Advisors
Texas
$14K – – –
CCMW
47
Cypress Capital Management (Wyoming)
Wyoming
$6.51K -$161 -3 -2%
Carson Wealth (CWM LLC)
48
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
BlackRock
49
BlackRock
New York
$1K – – –
NFG
50
Next Financial Group
Texas
$1K – – –
1
2
3

IWY Hedge Fund Activity: Q2 2016 in Review

51 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2016, worth a combined $233M — down 14% from $270M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IWY positions and 7 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.

The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.62M. The largest seller was M&T Bank, cutting an estimated $16.8M.

  • 51 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2016, up from 49 in Q1 2016.
  • Funds reported $233M of iShares Russell Top 200 Growth ETF stock for Q2 2016, down 14% quarter-over-quarter.
  • 9 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2016 and 7 closed out, a net change of +2 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2016 was Goldman Sachs, an estimated $2.62M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2016 was M&T Bank, an estimated $16.8M sold.

Based on aggregated 13F filings for Q2 2016.