iShares Russell Top 200 Growth ETF
114 hedge funds and large institutions have $724M invested in iShares Russell Top 200 Growth ETF in 2019 Q1 according to their latest regulatory filings, with 27 funds opening new positions, 40 increasing their positions, 24 reducing their positions, and 12 closing their positions.
125% more first-time investments, than exits
New positions opened: 27 | Existing positions closed: 12
67% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 24
39% more capital invested
Capital invested by funds: $521M → $724M (+$203M)
15% more funds holding
Funds holding: 99 → 114 (+15)
6.63% more ownership
Funds ownership: 46.06% → 52.68% (+6.6%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$40.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$40.1M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$21.1M |
| 4 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$12.5M |
| 5 |
LPL Financial
San Diego,
California
|
+$8.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$11.5M |
| 2 |
Wells Fargo
San Francisco,
California
|
-$5.12M |
| 3 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
-$4.79M |
| 4 |
HCM
HMS Capital Management
Nashville,
Tennessee
|
-$3.96M |
| 5 |
PFPT
Pinnacle Financial Partners (Tennessee)
Nashville,
Tennessee
|
-$2.45M |
IWY Hedge Fund Activity: Q1 2019 in Review
114 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2019, worth a combined $724M — up 39% from $521M a quarter earlier.
Buyers outnumbered sellers: 27 funds opened new IWY positions and 12 closed out — a net gain of 15 holders — while 40 added to existing stakes and 24 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $40.6M. The largest seller was Morgan Stanley, cutting an estimated $11.5M.
- 114 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2019, up from 99 in Q4 2018.
- Funds reported $724M of iShares Russell Top 200 Growth ETF stock for Q1 2019, up 39% quarter-over-quarter.
- 27 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2019 and 12 closed out, a net change of +15 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q1 2019 was Simplicity Solutions, an estimated $40.6M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q1 2019 was Morgan Stanley, an estimated $11.5M sold.
Based on aggregated 13F filings for Q1 2019.