iShares Russell Top 200 Growth ETF
IWY
91 hedge funds and large institutions have $526M invested in iShares Russell Top 200 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
50% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 22
33% more funds holding in top 10
Funds holding in top 10: 3 → 4 (+1)
6% more funds holding
Funds holding: 86 → 91 (+5)
4% more capital invested
Capital invested by funds: $505M → $526M (+$20.1M)
2.64% less ownership
Funds ownership: 55.16% → 52.52% (-2.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$9.33M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.09M |
| 3 |
AG
Advisor Group
Phoenix,
Arizona
|
+$4.72M |
| 4 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
+$4M |
| 5 |
SCA
Stokes Capital Advisors
Greenwood,
South Carolina
|
+$3.95M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$4.7M |
| 2 |
Goldman Sachs
New York
|
-$3.58M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$3.56M |
| 4 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
-$2.9M |
| 5 |
UBS Group
Zurich,
Switzerland
|
-$1.45M |
IWY Hedge Fund Activity: Q1 2018 in Review
91 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2018, worth a combined $526M — up 4% from $505M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IWY positions and 10 closed out — a net gain of 5 holders — while 33 added to existing stakes and 22 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $9.33M. The largest seller was Morgan Stanley, cutting an estimated $4.7M.
- 91 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2018, up from 86 in Q4 2017.
- Funds reported $526M of iShares Russell Top 200 Growth ETF stock for Q1 2018, up 4% quarter-over-quarter.
- 15 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2018 and 10 closed out, a net change of +5 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q1 2018 was Simplicity Solutions, an estimated $9.33M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q1 2018 was Morgan Stanley, an estimated $4.7M sold.
Based on aggregated 13F filings for Q1 2018.