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iShares Russell Top 200 Growth ETF

70 hedge funds and large institutions have $445M invested in iShares Russell Top 200 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

24% more capital invested

Capital invested by funds: $358M → $445M (+$87.1M)

17% more funds holding

Funds holding: 6070 (+10)

4.63% more ownership

Funds ownership: 42.46%47.09% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
28
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SGCA
51
Steel Grove Capital Advisors
Tennessee
$208K +$205K +3,227 New
Fidelity Investments
52
Fidelity Investments
Massachusetts
$205K +$202K +3,181 New
Creative Planning
53
Creative Planning
Kansas
$101K -$245K -3,856 -71%
VIA
54
Vantage Investment Advisors
Pennsylvania
$101K
Fifth Third Bancorp
55
Fifth Third Bancorp
Ohio
$69K
Citigroup
56
Citigroup
New York
$58K
Manulife (Manufacturers Life Insurance)
57
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$52K +$50.9K +801 New
Northwestern Mutual Wealth Management
58
Northwestern Mutual Wealth Management
Wisconsin
$45K +$3.05K +48 +7%
CCM
59
Cribstone Capital Management
Maine
$36K
UBS AM
60
UBS AM
Illinois
$29.2K +$22.3K +350 +340%
EWM
61
Edge Wealth Management
New York
$27K
Bank of Montreal
62
Bank of Montreal
Ontario, Canada
$26K
FANJ
63
Financial Architects (New Jersey)
New Jersey
$19K
AOWM
64
Alpha Omega Wealth Management
Virginia
$15K +$14.6K +230 New
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$12.9K +$12.7K +200 New
CCMW
66
Cypress Capital Management (Wyoming)
Wyoming
$7.22K
WA
67
WFG Advisors
Texas
$6K -$5.09K -80 -47%
CAPTRUST Financial Advisors
68
CAPTRUST Financial Advisors
North Carolina
$6K +$5.66K +89 New
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$5K
PA
70
Parallel Advisors
California
$3K +$2.48K +39 New
CCT
71
Country Club Trust
Missouri
-$1.51M -24,520 Closed
Citadel Advisors
72
Citadel Advisors
Florida
-$673K -10,931 Closed
AIM
73
Advantage Investment Management
Iowa
-$52K -844 Closed
CAG
74
Crestwood Advisors Group
Massachusetts
-$28K -446 Closed

IWY Hedge Fund Activity: Q2 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2017, worth a combined $445M — up 24% from $358M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IWY positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $53.5M. The largest seller was UBS Group, cutting an estimated $15.5M.

  • 70 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2017, up from 60 in Q1 2017.
  • Funds reported $445M of iShares Russell Top 200 Growth ETF stock for Q2 2017, up 24% quarter-over-quarter.
  • 15 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2017 and 5 closed out, a net change of +10 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2017 was MML Investors Services, an estimated $53.5M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2017 was UBS Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2017.