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iShares Russell Top 200 Growth ETF

70 hedge funds and large institutions have $445M invested in iShares Russell Top 200 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

24% more capital invested

Capital invested by funds: $358M → $445M (+$87.1M)

17% more funds holding

Funds holding: 6070 (+10)

4.63% more ownership

Funds ownership: 42.46%47.09% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
28
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SC
26
Scotia Capital
Ontario, Canada
$817K +$32.2K +507 +4%
HighTower Advisors
27
HighTower Advisors
Illinois
$796K +$37.3K +586 +5%
CAN
28
Cetera Advisor Networks
California
$787K +$94.4K +1,485 +14%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$713K +$36.6K +575 +5%
ICOA
30
Investment Centers of America
North Dakota
$580K +$49.5K +778 +9%
AG
31
Advisor Group
Arizona
$535K -$26.6K -418 -5%
SWP
32
Stratos Wealth Partners
Ohio
$519K -$2.42K -38 -0.5%
AAP
33
Arax Advisory Partners
Colorado
$490K -$141K -2,225 -23%
SG Americas Securities
34
SG Americas Securities
New York
$451K -$912K -14,346 -67%
FA
35
FDx Advisors
Illinois
$403K -$112K -1,754 -22%
DK
36
Darrell & King
Virginia
$396K -$54.7K -860 -12%
IA
37
IFP Advisors
Florida
$391K -$435K -6,843 -53%
PFS
38
Prospera Financial Services
Texas
$389K +$388K +6,107 New
IIA
39
IPG Investment Advisors
California
$387K
FHC
40
First Heartland Consultants
Missouri
$376K +$88.2K +1,388 +31%
VKH
41
Virtu KCG Holdings
New York
$312K +$308K +4,839 New
FAAS
42
First Allied Advisory Services
California
$303K +$297K +4,664 New
MA
43
Montag & Associates
Georgia
$280K
JMPWA
44
JP Morgan Private Wealth Advisors
California
$269K
WF
45
WealthTrust Fairport
Ohio
$269K
VFA
46
Voya Financial Advisors
Connecticut
$249K +$246K +3,873 New
AW
47
ACG Wealth
Georgia
$245K +$243K +3,816 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$226K -$1.98M -31,153 -90%
GG
49
GenWealth Group
New Jersey
$218K +$215K +3,385 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$213K -$6.04K -95 -3%

IWY Hedge Fund Activity: Q2 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2017, worth a combined $445M — up 24% from $358M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IWY positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $53.5M. The largest seller was UBS Group, cutting an estimated $15.5M.

  • 70 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2017, up from 60 in Q1 2017.
  • Funds reported $445M of iShares Russell Top 200 Growth ETF stock for Q2 2017, up 24% quarter-over-quarter.
  • 15 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2017 and 5 closed out, a net change of +10 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2017 was MML Investors Services, an estimated $53.5M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2017 was UBS Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2017.