iShares Russell Top 200 Growth ETF
70 hedge funds and large institutions have $423M invested in iShares Russell Top 200 Growth ETF in 2017 Q3 according to their latest regulatory filings, with 6 funds opening new positions, 31 increasing their positions, 15 reducing their positions, and 4 closing their positions.
107% more repeat investments, than reductions
Existing positions increased: 31 | Existing positions reduced: 15
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
0% more funds holding
Funds holding: 70 → 70 (0)
5% less capital invested
Capital invested by funds: $445M → $423M (-$21.9M)
6.33% less ownership
Funds ownership: 47.09% → 40.76% (-6.3%)
33% less funds holding in top 10
Funds holding in top 10: 3 → 2 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.13M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$3.35M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$2.84M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
+$1.97M |
| 5 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$1.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MML Investors Services
Springfield,
Massachusetts
|
-$53.2M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$15.1M |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$1.28M |
| 4 |
Morgan Stanley
New York
|
-$530K |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
-$517K |
IWY Hedge Fund Activity: Q3 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 Q3 2017, worth a combined $423M — down 4.9% from $445M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IWY positions and 4 closed out — a net gain of 2 holders — while 31 added to existing stakes and 15 trimmed.
The largest buyer was AE Wealth Management, adding an estimated $6.13M. The largest seller was MML Investors Services, cutting an estimated $53.2M.
- 70 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2017, unchanged from Q2 2017.
- Funds reported $423M of iShares Russell Top 200 Growth ETF stock for Q3 2017, down 4.9% quarter-over-quarter.
- 6 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2017 and 4 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q3 2017 was AE Wealth Management, an estimated $6.13M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q3 2017 was MML Investors Services, an estimated $53.2M sold.
Based on aggregated 13F filings for Q3 2017.