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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 %
GI
76
Gradient Investments
Minnesota
$29K +$29K +390 New
Bank of Montreal
77
Bank of Montreal
Ontario, Canada
$27K – – –
VFA
78
Valeo Financial Advisors
Indiana
$27K +$27K +360 New
APA
79
American Portfolios Advisors
New York
$23.2K -$27.6K -374 -54%
AOWM
80
Alpha Omega Wealth Management
Virginia
$17K – – –
FANJ
81
Financial Architects (New Jersey)
New Jersey
$16K – – –
FDCDDQ
82
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.8K – – –
RCAG
83
Rehmann Capital Advisory Group
Michigan
$11K +$11K +146 New
William Blair & Company
84
William Blair & Company
Illinois
$10K +$10K +129 New
CCMW
85
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
IWM
86
IHT Wealth Management
Illinois
$8K +$75 +1 +1%
Barclays
87
Barclays
United Kingdom
$7K +$7K +100 New
Carson Wealth (CWM LLC)
88
Carson Wealth (CWM LLC)
Nebraska
$6K – – –
AC
89
Avestar Capital
New York
$4K +$923 +15 +30%
RFM
90
Royal Fund Management
Florida
$3K – – –
PA
91
Parallel Advisors
California
$3K +$75 +1 +3%
Goldman Sachs
92
Goldman Sachs
New York
– -$3.59M -49,010 Closed
TSS
93
Two Sigma Securities
New York
– -$363K -4,968 Closed
DAS
94
Dynamic Advisor Solutions
Arizona
– -$219K -2,990 Closed
MSR
95
Main Street Research
Connecticut
– -$213K -2,918 Closed
FAAS
96
First Allied Advisory Services
California
– -$180K -2,490 Closed
CA
97
Calton & Associates
Florida
– -$146K -1,869 Closed
AF
98
Advisornet Financial
Minnesota
– -$66K -900 Closed
KJWM
99
Kiley Juergens Wealth Management
Washington
– -$46K -641 Closed
VDFA
100
Vickerman & Driscoll Financial Advisors
Washington
– -$44K -600 Closed
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4
5