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iShares Russell Top 200 Growth ETF
IWY

118 hedge funds and large institutions have $835M invested in iShares Russell Top 200 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

15% more capital invested

Capital invested by funds: $724M → $835M (+$110M)

5.11% more ownership

Funds ownership: 52.68% → 57.8% (+5.1%)

4% more funds holding

Funds holding: 114 → 118 (+4)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
41
Reduced
35
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
AE Wealth Management
Kansas
+$55.6M
2
SS
Simplicity Solutions
Minnesota
+$52.8M
3
TF
TIAA FSB
Florida
+$4.21M
4
Bank of America
Bank of America
North Carolina
+$3.74M
5
BCM
Barometer Capital Management
Ontario, Canada
+$3.53M

Top Sellers

1
AUB
Atlantic Union Bankshares
Virginia
-$22M
2
LPL Financial
LPL Financial
California
-$7.62M
3
Goldman Sachs
Goldman Sachs
New York
-$5.01M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
-$3.65M
5
MA
Mutual Advisors
Nebraska
-$1.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
BTS
26
BB&T Securities
Virginia
$2.98M -$147K -1,745 -5%
RJA
27
Raymond James & Associates
Florida
$2.8M +$326K +3,874 +13%
Goldman Sachs
28
Goldman Sachs
New York
$2.49M -$5.01M -59,520 -67%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.48M +$349K +4,143 +17%
Citadel Advisors
30
Citadel Advisors
Florida
$2.3M +$1.61M +19,110 +248%
SCM
31
Sterling Capital Management
North Carolina
$2.26M -$6.48K -77 -0.3%
Jane Street
32
Jane Street
New York
$2.21M +$1.01M +12,016 +87%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$1.99M -$820K -9,745 -30%
HNB
34
Huntington National Bank
Ohio
$1.98M – – –
SC
35
Scotia Capital
Ontario, Canada
$1.68M +$72.8K +866 +5%
HighTower Advisors
36
HighTower Advisors
Illinois
$1.61M +$302K +3,591 +24%
Stifel Financial
37
Stifel Financial
Missouri
$1.57M +$1.54M +18,297 New
CFD
38
Creative Financial Designs
Indiana
$1.56M +$55.3K +657 +4%
SWP
39
Stratos Wealth Partners
Ohio
$1.43M +$89.4K +1,063 +7%
PAG
40
Private Advisor Group
New Jersey
$1.35M +$7.99K +95 +0.6%
WSFS
41
Wilmington Savings Fund Society
Delaware
$1.35M +$191K +2,267 +17%
PNC Financial Services Group
42
PNC Financial Services Group
Pennsylvania
$1.34M +$21.5K +256 +2%
AI
43
Atria Investments
North Carolina
$1.3M -$65.9K -783 -5%
TRCT
44
Tower Research Capital (TRC)
New York
$1.21M -$105K -1,243 -8%
HCM
45
HMS Capital Management
Tennessee
$1.15M -$418K -4,967 -27%
FHC
46
First Heartland Consultants
Missouri
$1.13M +$45.1K +536 +4%
Baird Financial Group
47
Baird Financial Group
Wisconsin
$996K +$976K +11,606 New
Envestnet Asset Management
48
Envestnet Asset Management
Illinois
$909K +$165K +1,967 +23%
Creative Planning
49
Creative Planning
Kansas
$844K +$120K +1,432 +17%
OC
50
Oppenheimer & Co
New York
$714K -$45.2K -537 -6%
1
2
3 4 5

IWY Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2019, worth a combined $835M — up 15% from $724M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IWY positions and 9 closed out — a net gain of 5 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $55.6M. The largest seller was Atlantic Union Bankshares, exiting entirely with an estimated $22M sold.

  • 118 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2019, up from 114 in Q1 2019.
  • Funds reported $835M of iShares Russell Top 200 Growth ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 14 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2019 and 9 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2019 was AE Wealth Management, an estimated $55.6M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2019 was Atlantic Union Bankshares, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2019.