We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF
IWY

99 hedge funds and large institutions have $521M invested in iShares Russell Top 200 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 97 → 99 (+2)

24.62% less ownership

Funds ownership: 70.67% → 46.06% (-25%)

26% less capital invested

Capital invested by funds: $709M → $521M (-$187M)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
33
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.2M
2
Bank of America
Bank of America
North Carolina
+$6.2M
3
HCM
HMS Capital Management
Tennessee
+$5.34M
4
DADC
D.A. Davidson & Co
Montana
+$5.17M
5
UBS Group
UBS Group
Switzerland
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$172M
2
SS
Simplicity Solutions
Minnesota
-$68.2M
3
AWM
AE Wealth Management
Kansas
-$54.4M
4
LPL Financial
LPL Financial
California
-$10.2M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$9.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
PFPT
26
Pinnacle Financial Partners (Tennessee)
Tennessee
$2.45M +$2.65M +34,191 New
AFA
27
Arlington Financial Advisors
California
$2.39M +$2.58M +33,340 New
BTS
28
BB&T Securities
Virginia
$2.36M +$341K +4,408 +15%
MML Investors Services
29
MML Investors Services
Massachusetts
$2.29M -$577K -7,462 -19%
Jane Street
30
Jane Street
New York
$2.02M +$2.18M +28,185 New
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.87M +$344K +4,442 +21%
HNB
32
Huntington National Bank
Ohio
$1.73M – – –
IA
33
IFP Advisors
Florida
$1.51M +$46.8K +605 +3%
SC
34
Scotia Capital
Ontario, Canada
$1.49M +$218K +2,820 +16%
CFD
35
Creative Financial Designs
Indiana
$1.22M +$4.33K +56 +0.3%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.11M +$8.36K +108 +0.7%
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$1.1M +$260K +3,362 +28%
PAG
38
Private Advisor Group
New Jersey
$1.04M +$31.4K +406 +3%
AI
39
Atria Investments
North Carolina
$970K +$174K +2,253 +20%
SS
40
Simplicity Solutions
Minnesota
$908K -$68.2M -881,296 -99%
AWM
41
AE Wealth Management
Kansas
$908K -$54.4M -702,500 -98%
FHC
42
First Heartland Consultants
Missouri
$882K -$232K -2,993 -20%
CAN
43
Cetera Advisor Networks
California
$791K -$30.8K -398 -3%
WWM
44
Western Wealth Management
Colorado
$729K +$786K +10,158 New
WSFS
45
Wilmington Savings Fund Society
Delaware
$703K +$129K +1,669 +21%
ZIM
46
Zacks Investment Management
Illinois
$653K +$705K +9,104 New
CWM
47
Cahaba Wealth Management
Georgia
$638K -$14.7K -190 -2%
SPIA
48
Steward Partners Investment Advisory
New York
$598K -$65K -840 -9%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$562K +$606K +7,835 New
MFC
50
Miramar Fiduciary Corp
Nevada
$543K +$586K +7,574 New
1
2
3 4 5

IWY Hedge Fund Activity: Q4 2018 in Review

99 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2018, worth a combined $521M — down 26% from $709M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWY positions and 15 closed out — a net gain of 3 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16.2M. The largest seller was Cornerstone Wealth Management, cutting an estimated $172M.

  • 99 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2018, up from 97 in Q3 2018.
  • Funds reported $521M of iShares Russell Top 200 Growth ETF stock for Q4 2018, down 26% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2018 and 15 closed out, a net change of +3 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $16.2M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.