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iShares Russell Top 200 Growth ETF

86 hedge funds and large institutions have $505M invested in iShares Russell Top 200 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 7086 (+16)

20% more capital invested

Capital invested by funds: $423M → $505M (+$82.6M)

14.4% more ownership

Funds ownership: 40.76%55.16% (+14%)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
34
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Fidelity Investments
51
Fidelity Investments
Massachusetts
$267K +$35.8K +503 +16%
KFA
52
Kabarec Financial Advisors
Illinois
$246K +$239K +3,359 New
SGCA
53
Steel Grove Capital Advisors
Tennessee
$236K
CA
54
Cetera Advisors
Colorado
$235K +$229K +3,213 New
DAS
55
Dynamic Advisor Solutions
Arizona
$219K +$213K +2,990 New
MSR
56
Main Street Research
Connecticut
$213K +$208K +2,918 New
NPF
57
Norris Perne & French
Michigan
$205K +$199K +2,800 New
FAAS
58
First Allied Advisory Services
California
$180K -$224K -3,141 -56%
CA
59
Calton & Associates
Florida
$146K +$133K +1,869 New
MFW
60
Mosaic Family Wealth
Missouri
$121K +$118K +1,652 New
RFC
61
Regions Financial Corp
Alabama
$120K +$117K +1,643 New
GRP
62
Global Retirement Partners
California
$119K +$116K +1,623 New
Fifth Third Bancorp
63
Fifth Third Bancorp
Ohio
$78K
Citigroup
64
Citigroup
New York
$75K +$8.9K +125 +14%
Manulife (Manufacturers Life Insurance)
65
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$75K +$15.6K +219 +27%
AF
66
Advisornet Financial
Minnesota
$66K +$64.1K +900 New
CAPTRUST Financial Advisors
67
CAPTRUST Financial Advisors
North Carolina
$58K
VIA
68
Vantage Investment Advisors
Pennsylvania
$56K -$56.6K -795 -51%
UBS AM
69
UBS AM
Illinois
$55.2K
APA
70
American Portfolios Advisors
New York
$50.4K +$49.1K +689 New
PFBT
71
Parkside Financial Bank & Trust
Missouri
$48K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$47K
KJWM
73
Kiley Juergens Wealth Management
Washington
$46K +$45.6K +641 New
VDFA
74
Vickerman & Driscoll Financial Advisors
Washington
$44K +$42.7K +600 New
CCM
75
Cribstone Capital Management
Maine
$40K

IWY Hedge Fund Activity: Q4 2017 in Review

86 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2017, worth a combined $505M — up 20% from $423M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWY positions and 2 closed out — a net gain of 16 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Simplicity Solutions, adding an estimated $27.1M. The largest seller was Atria Investments, cutting an estimated $3.8M.

  • 86 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $505M of iShares Russell Top 200 Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2017 and 2 closed out, a net change of +16 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $27.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2017 was Atria Investments, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2017.