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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

97 hedge funds and large institutions have $709M invested in iShares Russell Top 200 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
7
Increased
42
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
1
Simplicity Solutions
Minnesota
$76.4M
2
LPL Financial
2
LPL Financial
California
$29.4M
3
AWM
3
AE Wealth Management
Kansas
$61.1M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$33.3M
5
Morgan Stanley
5
Morgan Stanley
New York
$69.2M

Top Sellers

1
CWM
1
Cornerstone Wealth Management
Missouri
$33.1M
2
UBS Group
2
UBS Group
Switzerland
$68M
3
BWM
3
Baystate Wealth Management
Massachusetts
$68.6M
4
BRF
4
B. Riley Financial
California
$0
5
HNB
5
Huntington National Bank
Ohio
$2.14M
Name Holding Trade Value Shares
Change 		Shares
Change %
HNB
26
Huntington National Bank
Ohio
$2.14M -$1.91M – –
Cambridge Investment Research Advisors
27
Cambridge Investment Research Advisors
Iowa
$1.85M -$81.7K -956 -4%
IA
28
IFP Advisors
Florida
$1.77M +$280K +3,274 +19%
SC
29
Scotia Capital
Ontario, Canada
$1.53M +$166K +1,939 +12%
CFD
30
Creative Financial Designs
Indiana
$1.45M +$78.5K +919 +6%
HighTower Advisors
31
HighTower Advisors
Illinois
$1.31M -$3.34K -39 -0.3%
FHC
32
First Heartland Consultants
Missouri
$1.31M -$52.1K -610 -4%
PAG
33
Private Advisor Group
New Jersey
$1.2M +$844K +9,878 +234%
PNC Financial Services Group
34
PNC Financial Services Group
Pennsylvania
$1.02M +$312K +3,649 +44%
CAN
35
Cetera Advisor Networks
California
$976K -$16.6K -194 -2%
AI
36
Atria Investments
North Carolina
$963K +$164K +1,916 +20%
VFA
37
Voya Financial Advisors
Connecticut
$836K +$854 +10 +0.1%
SPIA
38
Steward Partners Investment Advisory
New York
$784K – – –
CWM
39
Cahaba Wealth Management
Georgia
$779K -$42.9K -500 -5%
SWP
40
Stratos Wealth Partners
Ohio
$745K +$24.6K +288 +3%
WSFS
41
Wilmington Savings Fund Society
Delaware
$694K +$469K +5,490 +208%
FAIM
42
Financial Advocates Investment Management
Washington
$642K +$1.54K +18 +0.2%
TRCT
43
Tower Research Capital (TRC)
New York
$600K +$587K +6,862 +4,371%
IIA
44
IPG Investment Advisors
California
$513K – – –
GG
45
GenWealth Group
New Jersey
$510K -$305K -3,566 -37%
PFS
46
Prospera Financial Services
Texas
$477K -$60.9K -721 -11%
MA
47
Montag & Associates
Georgia
$466K +$51.3K +600 +12%
FA
48
FDx Advisors
Illinois
$455K -$4.44K -52 -1%
CA
49
Cetera Advisors
Colorado
$399K +$60.2K +702 +18%
CFGS
50
Concourse Financial Group Securities
Alabama
$394K +$394K +4,600 New
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2
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