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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

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.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
33
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$9.03M
2
AWM
AE Wealth Management
Kansas
+$8.79M
3
AG
Advisor Group
Arizona
+$4.57M
4
AIM
Advantage Investment Management
Iowa
+$3.87M
5
SCA
Stokes Capital Advisors
South Carolina
+$3.83M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.55M
2
Goldman Sachs
Goldman Sachs
New York
-$3.59M
3
Wells Fargo
Wells Fargo
California
-$3.44M
4
WBG
Wharton Business Group
Pennsylvania
-$2.8M
5
HNB
Huntington National Bank
Ohio
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
PNC Financial Services Group
51
PNC Financial Services Group
Pennsylvania
$299K +$14.3K +193 +5%
Fidelity Investments
52
Fidelity Investments
Massachusetts
$256K -$11.7K -159 -4%
SGCA
53
Steel Grove Capital Advisors
Tennessee
$238K – – –
MHS
54
M Holdings Securities
Oregon
$210K +$210K +2,850 New
WSFS
55
Wilmington Savings Fund Society
Delaware
$208K +$208K +2,814 New
NPF
56
Norris Perne & French
Michigan
$207K – – –
KFA
57
Kabarec Financial Advisors
Illinois
$204K -$43.3K -588 -18%
CA
58
Cetera Advisors
Colorado
$203K -$33.9K -460 -14%
JPMPWA
59
J.P. Morgan Private Wealth Advisors
California
$200K +$200K +2,705 New
AAP
60
Arax Advisory Partners
Colorado
$197K -$77.2K -1,047 -28%
AIP
61
Almanack Investment Partners
Pennsylvania
$184K +$184K +2,498 New
MFW
62
Mosaic Family Wealth
Missouri
$163K +$40.8K +552 +33%
Manulife (Manufacturers Life Insurance)
63
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$157K +$81.7K +1,106 +108%
UBS AM
64
UBS AM
Illinois
$137K +$81.8K +1,109 +147%
GRP
65
Global Retirement Partners
California
$125K +$5.1K +69 +4%
RFC
66
Regions Financial Corp
Alabama
$121K – – –
Citigroup
67
Citigroup
New York
$107K +$31.4K +426 +41%
Fifth Third Bancorp
68
Fifth Third Bancorp
Ohio
$79K – – –
OBWP
69
O'Brien Wealth Partners
Massachusetts
$62K +$62K +847 New
CAPTRUST Financial Advisors
70
CAPTRUST Financial Advisors
North Carolina
$57K – – –
VIA
71
Vantage Investment Advisors
Pennsylvania
$57K +$74 +1 +0.1%
PFBT
72
Parkside Financial Bank & Trust
Missouri
$48K – – –
Northwestern Mutual Wealth Management
73
Northwestern Mutual Wealth Management
Wisconsin
$48K – – –
CCM
74
Cribstone Capital Management
Maine
$41K – – –
ADL
75
Asset Dedication LLC
California
$41K +$41K +550 New
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