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iShares Russell Top 200 Growth ETF
IWY

60 hedge funds and large institutions have $358M invested in iShares Russell Top 200 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

211% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 9

32% more capital invested

Capital invested by funds: $270M → $358M (+$87.6M)

13% more first-time investments, than exits

New positions opened: 9 | Existing positions closed: 8

2.53% more ownership

Funds ownership: 39.93% → 42.46% (+2.5%)

2% less funds holding

Funds holding: 61 → 60 (-1)

Holders
60
Holders Change
-1
Holders Change %
-1.64%
% of All Funds
1.49%
Holding in Top 10
3
Holding in Top 10 Change
+3
Holding in Top 10 Change %
% of All Funds
0.07%
New
9
Increased
28
Reduced
9
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BWM
Baystate Wealth Management
Massachusetts
+$53.8M
2
Morgan Stanley
Morgan Stanley
New York
+$7.11M
3
AWM
AE Wealth Management
Kansas
+$6.82M
4
SS
Simplicity Solutions
Minnesota
+$6.82M
5
WBG
Wharton Business Group
Pennsylvania
+$4.93M

Top Sellers

1
AAP
Arax Advisory Partners
Colorado
-$6.5M
2
JP Morgan Chase
JP Morgan Chase
New York
-$5.37M
3
LPL Financial
LPL Financial
California
-$4.04M
4
Bank of America
Bank of America
North Carolina
-$2.36M
5
Wells Fargo
Wells Fargo
California
-$1.68M
Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
51
Cribstone Capital Management
Maine
$34K – – –
CAG
52
Crestwood Advisors Group
Massachusetts
$28K +$26.6K +446 New
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$25K – – –
EWM
54
Edge Wealth Management
New York
$25K – – –
FANJ
55
Financial Architects (New Jersey)
New Jersey
$18K – – –
WA
56
WFG Advisors
Texas
$10K +$60 +1 +0.6%
CCMW
57
Cypress Capital Management (Wyoming)
Wyoming
$6.89K – – –
UBS AM
58
UBS AM
Illinois
$6.34K – – –
Carson Wealth (CWM LLC)
59
Carson Wealth (CWM LLC)
Nebraska
$5K – – –
JP Morgan Chase
60
JP Morgan Chase
New York
– -$5.37M -95,400 Closed
SB
61
Suntrust Banks
Georgia
– -$235K -4,485 Closed
Manulife (Manufacturers Life Insurance)
62
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$48K -849 Closed
TAIM
63
TD Ameritrade Investment Management
Nebraska
– -$41K -722 Closed
FAN
64
Financial Advisors Network
California
– -$37.3K -640 Closed
FTUS
65
Flow Traders U.S.
New York
– -$24K -420 Closed
Barclays
66
Barclays
United Kingdom
– -$4K -67 Closed
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
– -$2K -39 Closed
1 2
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IWY Hedge Fund Activity: Q1 2017 in Review

60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2017, worth a combined $358M — up 32% from $270M a quarter earlier.

Buyers outnumbered sellers: 9 funds opened new IWY positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 9 trimmed.

The largest buyer was Baystate Wealth Management, opening a new position worth an estimated $53.8M. The largest seller was Arax Advisory Partners, cutting an estimated $6.5M.

  • 60 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2017, down from 61 in Q4 2016.
  • Funds reported $358M of iShares Russell Top 200 Growth ETF stock for Q1 2017, up 32% quarter-over-quarter.
  • 9 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2017 and 8 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q1 2017 was Baystate Wealth Management, an estimated $53.8M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q1 2017 was Arax Advisory Partners, an estimated $6.5M sold.

Based on aggregated 13F filings for Q1 2017.