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iShares Russell Top 200 Growth ETF
IWY

164 hedge funds and large institutions have $1.71B invested in iShares Russell Top 200 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

65% more capital invested

Capital invested by funds: $1.03B → $1.71B (+$674M)

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

13% more funds holding

Funds holding: 145 → 164 (+19)

4.67% more ownership

Funds ownership: 61.87% → 66.55% (+4.7%)

Holders
164
Holders Change
+19
Holders Change %
+13.1%
% of All Funds
3.36%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.33%
New
38
Increased
64
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.2M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$76.5M
3
TF
TIAA FSB
Florida
+$62.8M
4
AWM
AE Wealth Management
Kansas
+$35.3M
5
SS
Simplicity Solutions
Minnesota
+$35M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$31.8M
2
UBS Group
UBS Group
Switzerland
-$8.36M
3
BWM
Baystate Wealth Management
Massachusetts
-$3.93M
4
BSAM
Blue Sky Asset Management
Colorado
-$3.66M
5
PCP
Proficio Capital Partners
Massachusetts
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
SC
51
Scotia Capital
Ontario, Canada
$2.3M -$44.8K -457 -2%
HighTower Advisors
52
HighTower Advisors
Illinois
$2.3M +$207K +2,112 +11%
SWP
53
Stratos Wealth Partners
Ohio
$2.26M +$800K +8,161 +62%
HH
54
Hilltop Holdings
Texas
$2.15M +$1.59M +16,212 +410%
LAS
55
Lloyd Advisory Services
Georgia
$2.12M +$1.25M +12,795 +180%
Baird Financial Group
56
Baird Financial Group
Wisconsin
$1.99M -$157K -1,600 -8%
PAG
57
Private Advisor Group
New Jersey
$1.83M +$61.3K +625 +4%
MWM
58
Meridian Wealth Management
Kentucky
$1.82M +$1.67M +17,060 New
CF
59
Centaurus Financial
California
$1.79M +$1.65M +16,826 New
EH
60
Equitable Holdings
New York
$1.68M +$22.1K +226 +1%
Creative Planning
61
Creative Planning
Kansas
$1.6M +$245K +2,504 +20%
IF
62
Intrua Financial
Texas
$1.58M +$1.31M +13,366 New
Cetera Investment Advisers
63
Cetera Investment Advisers
Illinois
$1.5M +$830K +8,469 +150%
GWM
64
Geneos Wealth Management
Colorado
$1.5M +$1.4M +14,330 +11,650%
Nomura Asset Management
65
Nomura Asset Management
Japan
$1.46M -$163K -1,667 -11%
LNC
66
Lincoln National Corp
Pennsylvania
$1.4M +$971K +9,905 +311%
COF
67
Capital One Financial
Virginia
$1.36M -$792K -8,079 -39%
PS
68
Portfolio Strategies
New York
$1.23M -$52.8K -539 -4%
AI
69
Atria Investments
North Carolina
$1.22M +$1.12M +11,430 New
STA
70
Summit Trail Advisors
New York
$1.21M +$233K +2,375 +27%
BCM
71
Barometer Capital Management
Ontario, Canada
$1.17M -$500K -5,100 -32%
BWA
72
Beam Wealth Advisors
Louisiana
$1.17M +$113K +1,152 +12%
Rockefeller Capital Management
73
Rockefeller Capital Management
New York
$1.11M +$913K +9,317 +830%
Fidelity Investments
74
Fidelity Investments
Massachusetts
$1.01M +$464K +4,732 +100%
WWM
75
Western Wealth Management
Colorado
$796K +$100K +1,022 +16%
1 2
3
4 5

IWY Hedge Fund Activity: Q2 2020 in Review

164 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2020, worth a combined $1.71B — up 65% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IWY positions and 18 closed out — a net gain of 20 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $84.2M. The largest seller was Wells Fargo, cutting an estimated $31.8M.

  • 164 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2020, up from 145 in Q1 2020.
  • Funds reported $1.71B of iShares Russell Top 200 Growth ETF stock for Q2 2020, up 65% quarter-over-quarter.
  • 38 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2020 and 18 closed out, a net change of +20 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $84.2M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2020 was Wells Fargo, an estimated $31.8M sold.

Based on aggregated 13F filings for Q2 2020.