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iShares Russell Top 200 Growth ETF
IWY

91 hedge funds and large institutions have $526M invested in iShares Russell Top 200 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 10

50% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 22

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

6% more funds holding

Funds holding: 86 → 91 (+5)

4% more capital invested

Capital invested by funds: $505M → $526M (+$20.1M)

2.64% less ownership

Funds ownership: 55.16% → 52.52% (-2.6%)

Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
33
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
+$9.33M
2
AWM
AE Wealth Management
Kansas
+$9.09M
3
AG
Advisor Group
Arizona
+$4.72M
4
AIM
Advantage Investment Management
Iowa
+$4M
5
SCA
Stokes Capital Advisors
South Carolina
+$3.95M

Top Sellers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
-$4.7M
2
Goldman Sachs
Goldman Sachs
New York
-$3.58M
3
Wells Fargo
Wells Fargo
California
-$3.56M
4
WBG
Wharton Business Group
Pennsylvania
-$2.9M
5
UBS Group
UBS Group
Switzerland
-$1.45M
Name Holding Trade Value Shares
Change 		Change in
Stake
Jane Street
26
Jane Street
New York
$1.74M -$745K -9,766 -29%
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.57M +$267K +3,506 +20%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$1.46M +$1.51M +19,790 New
SC
29
Scotia Capital
Ontario, Canada
$1.15M -$156K -2,043 -11%
AUB
30
Atlantic Union Bankshares
Virginia
$1.12M +$1.16M +15,164 New
HighTower Advisors
31
HighTower Advisors
Illinois
$1.09M +$171K +2,249 +18%
FHC
32
First Heartland Consultants
Missouri
$1.04M +$139K +1,817 +15%
CFD
33
Creative Financial Designs
Indiana
$1.04M +$99.3K +1,303 +10%
IA
34
IFP Advisors
Florida
$880K – – –
CAN
35
Cetera Advisor Networks
California
$879K -$18.7K -245 -2%
CWM
36
Cahaba Wealth Management
Georgia
$868K -$38.2K -501 -4%
SPIA
37
Steward Partners Investment Advisory
New York
$851K -$195K -2,553 -18%
VFA
38
Voya Financial Advisors
Connecticut
$738K +$1.14K +15 +0.1%
GG
39
GenWealth Group
New Jersey
$703K – – –
SWP
40
Stratos Wealth Partners
Ohio
$620K -$228K -2,993 -26%
FAIM
41
Financial Advocates Investment Management
Washington
$561K +$1.3K +17 +0.2%
PAG
42
Private Advisor Group
New Jersey
$551K +$208K +2,730 +58%
AI
43
Atria Investments
North Carolina
$533K +$108K +1,410 +24%
TRCT
44
Tower Research Capital (TRC)
New York
$470K +$486K +6,373 New
FA
45
FDx Advisors
Illinois
$459K +$35.7K +468 +8%
IIA
46
IPG Investment Advisors
California
$443K – – –
PFS
47
Prospera Financial Services
Texas
$441K – – –
MA
48
Montag & Associates
Georgia
$358K +$38.1K +500 +11%
DK
49
Darrell & King
Virginia
$335K -$116K -1,515 -25%
WF
50
WealthTrust Fairport
Ohio
$307K – – –
1
2
3 4 5

IWY Hedge Fund Activity: Q1 2018 in Review

91 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2018, worth a combined $526M — up 4% from $505M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IWY positions and 10 closed out — a net gain of 5 holders — while 33 added to existing stakes and 22 trimmed.

The largest buyer was Simplicity Solutions, adding an estimated $9.33M. The largest seller was Morgan Stanley, cutting an estimated $4.7M.

  • 91 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2018, up from 86 in Q4 2017.
  • Funds reported $526M of iShares Russell Top 200 Growth ETF stock for Q1 2018, up 4% quarter-over-quarter.
  • 15 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2018 and 10 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2018 was Simplicity Solutions, an estimated $9.33M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2018 was Morgan Stanley, an estimated $4.7M sold.

Based on aggregated 13F filings for Q1 2018.