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iShares Russell Top 200 Growth ETF

86 hedge funds and large institutions have $505M invested in iShares Russell Top 200 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 7086 (+16)

20% more capital invested

Capital invested by funds: $423M → $505M (+$82.6M)

14.4% more ownership

Funds ownership: 40.76%55.16% (+14%)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
34
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BRF
26
B. Riley Financial
California
$1.67M -$45.4K -637 -3%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.3M +$205K +2,884 +19%
SC
28
Scotia Capital
Ontario, Canada
$1.28M +$29.8K +418 +2%
SPIA
29
Steward Partners Investment Advisory
New York
$1.03M +$75.1K +1,054 +8%
CFD
30
Creative Financial Designs
Indiana
$933K -$1.52M -21,322 -63%
CWM
31
Cahaba Wealth Management
Georgia
$920K -$127K -1,787 -12%
HighTower Advisors
32
HighTower Advisors
Illinois
$917K +$6.98K +98 +0.8%
FHC
33
First Heartland Consultants
Missouri
$901K +$345K +4,847 +65%
CAN
34
Cetera Advisor Networks
California
$889K +$47.6K +668 +6%
IA
35
IFP Advisors
Florida
$880K +$333K +4,681 +64%
SWP
36
Stratos Wealth Partners
Ohio
$834K +$32.9K +462 +4%
VFA
37
Voya Financial Advisors
Connecticut
$747K +$423K +5,943 +141%
GG
38
GenWealth Group
New Jersey
$746K +$184K +2,584 +37%
FAIM
39
Financial Advocates Investment Management
Washington
$555K +$540K +7,587 New
PFS
40
Prospera Financial Services
Texas
$447K -$9.83K -138 -2%
DK
41
Darrell & King
Virginia
$443K -$6.05K -85 -1%
IIA
42
IPG Investment Advisors
California
$439K
AI
43
Atria Investments
North Carolina
$425K -$3.8M -53,368 -90%
FA
44
FDx Advisors
Illinois
$421K -$101K -1,421 -20%
TSS
45
Two Sigma Securities
New York
$363K +$354K +4,968 New
PAG
46
Private Advisor Group
New Jersey
$359K -$644K -9,046 -66%
MA
47
Montag & Associates
Georgia
$318K
WF
48
WealthTrust Fairport
Ohio
$305K
PNC Financial Services Group
49
PNC Financial Services Group
Pennsylvania
$282K +$9.33K +131 +4%
AAP
50
Arax Advisory Partners
Colorado
$272K

IWY Hedge Fund Activity: Q4 2017 in Review

86 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2017, worth a combined $505M — up 20% from $423M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWY positions and 2 closed out — a net gain of 16 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Simplicity Solutions, adding an estimated $27.1M. The largest seller was Atria Investments, cutting an estimated $3.8M.

  • 86 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $505M of iShares Russell Top 200 Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2017 and 2 closed out, a net change of +16 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $27.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2017 was Atria Investments, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2017.