iShares Russell Top 200 Growth ETF
51 hedge funds and large institutions have $233M invested in iShares Russell Top 200 Growth ETF in 2016 Q2 according to their latest regulatory filings, with 9 funds opening new positions, 13 increasing their positions, 13 reducing their positions, and 7 closing their positions.
29% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 7
4% more funds holding
Funds holding: 49 → 51 (+2)
0% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 13
4.69% less ownership
Funds ownership: 42.7% → 38.01% (-4.7%)
14% less capital invested
Capital invested by funds: $270M → $233M (-$36.7M)
Top Buyers
| 1 |
Goldman Sachs
New York
|
+$2.62M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$2.04M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.96M |
| 4 |
SG Americas Securities
New York
|
+$761K |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$575K |
Top Sellers
| 1 |
M&T Bank
Buffalo,
New York
|
-$16.8M |
| 2 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$12.2M |
| 3 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$9.15M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.25M |
| 5 |
LPL Financial
San Diego,
California
|
-$1.54M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
HI
51
Horizon Investments
Charlotte,
North Carolina
| – | -$1.33M | -24,794 | Closed |
|
|
HWP
52
Hefty Wealth Partners
Auburn,
Indiana
| – | -$1.04M | -19,385 | Closed |
|
|
AIG
53
American International Group
New York
| – | -$750K | -13,948 | Closed |
|
|
IPC
54
Independent Portfolio Consultants
Boca Raton,
Florida
| – | -$657K | -12,220 | Closed |
|
|
IWMPD
55
Integrated Wealth Management (Palm Desert)
Palm Desert,
California
| – | -$11K | -206 | Closed |
|
56
CAPTRUST Financial Advisors
Raleigh,
North Carolina
| – | -$5K | -89 | Closed |
|
IWY Hedge Fund Activity: Q2 2016 in Review
51 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2016, worth a combined $233M — down 14% from $270M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IWY positions and 7 closed out — a net gain of 2 holders — while 13 added to existing stakes and 13 trimmed.
The largest buyer was Goldman Sachs, opening a new position worth an estimated $2.62M. The largest seller was M&T Bank, cutting an estimated $16.8M.
- 51 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2016, up from 49 in Q1 2016.
- Funds reported $233M of iShares Russell Top 200 Growth ETF stock for Q2 2016, down 14% quarter-over-quarter.
- 9 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2016 and 7 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q2 2016 was Goldman Sachs, an estimated $2.62M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q2 2016 was M&T Bank, an estimated $16.8M sold.
Based on aggregated 13F filings for Q2 2016.