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iShares Russell Top 200 Growth ETF
IWY

49 hedge funds and large institutions have $270M invested in iShares Russell Top 200 Growth ETF in 2016 Q1 according to their latest regulatory filings, with 7 funds opening new positions, 18 increasing their positions, 12 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 18 | Existing positions reduced: 12

17% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 6

16% more capital invested

Capital invested by funds: $232M → $270M (+$38.2M)

2% more funds holding

Funds holding: 48 → 49 (+1)

1.82% more ownership

Funds ownership: 40.88% → 42.7% (+1.8%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
49
Holders Change
+1
Holders Change %
+2.08%
% of All Funds
1.31%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
7
Increased
18
Reduced
12
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BCI
Brinker Capital Investments
Pennsylvania
+$16.4M
2
LTFS
Ladenburg Thalmann Financial Services
Florida
+$9.79M
3
Bank of America
Bank of America
North Carolina
+$3.94M
4
LPL Financial
LPL Financial
California
+$1.94M
5
Wells Fargo
Wells Fargo
California
+$1.37M

Top Sellers

1
Jane Street
Jane Street
New York
-$1.53M
2
GFG
Gray Financial Group
Georgia
-$1.16M
3
CA
Cetera Advisors
Colorado
-$831K
4
VKH
Virtu KCG Holdings
New York
-$382K
5
WF
Welch & Forbes
Massachusetts
-$304K
Name Holding Trade Value Shares
Change 		Change in
Stake
NPC
51
National Planning Corporation
California
– -$300K -6,128 Closed
WF
52
Welch & Forbes
Massachusetts
– -$304K -5,686 Closed
GWM
53
Gupta Wealth Management
California
– -$5K -100 Closed
1 2
3

IWY Hedge Fund Activity: Q1 2016 in Review

49 of the 3,753 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2016, worth a combined $270M — up 16% from $232M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IWY positions and 6 closed out — a net gain of 1 holder — while 18 added to existing stakes and 12 trimmed.

The largest buyer was Brinker Capital Investments, adding an estimated $16.4M. The largest seller was Jane Street, exiting entirely with an estimated $1.53M sold.

  • 49 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2016, up from 48 in Q4 2015.
  • Funds reported $270M of iShares Russell Top 200 Growth ETF stock for Q1 2016, up 16% quarter-over-quarter.
  • 7 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2016 and 6 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2016 was Brinker Capital Investments, an estimated $16.4M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2016 was Jane Street, an estimated $1.53M sold.

Based on aggregated 13F filings for Q1 2016.