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iShares Russell Top 200 Growth ETF
IWY

97 hedge funds and large institutions have $709M invested in iShares Russell Top 200 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 42 increasing their positions, 23 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more repeat investments, than reductions

Existing positions increased: 42 | Existing positions reduced: 23

15% more capital invested

Capital invested by funds: $615M → $709M (+$93.1M)

0% more funds holding in top 10

Funds holding in top 10: 4 → 4 (0)

0% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 7

1% less funds holding

Funds holding: 98 → 97 (-1)

6.31% less ownership

Funds ownership: 76.98% → 70.67% (-6.3%)

Holders
97
Holders Change
-1
Holders Change %
-1.02%
% of All Funds
2.22%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
7
Increased
42
Reduced
23
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
+$21M
2
LPL Financial
LPL Financial
California
+$7.79M
3
AWM
AE Wealth Management
Kansas
+$7.23M
4
LTFS
Ladenburg Thalmann Financial Services
Florida
+$6.86M
5
Morgan Stanley
Morgan Stanley
New York
+$4.05M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$76M
2
UBS Group
UBS Group
Switzerland
-$4.59M
3
BWM
Baystate Wealth Management
Massachusetts
-$4.25M
4
BRF
B. Riley Financial
California
-$3.44M
5
Ameriprise
Ameriprise
Minnesota
-$1.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
76
Flagship Harbor Advisors
Massachusetts
$58K – – –
PFBT
77
Parkside Financial Bank & Trust
Missouri
$56K – – –
BFC
78
Bedel Financial Consulting
Indiana
$53K +$330 +4 +0.6%
ADL
79
Asset Dedication LLC
California
$47K – – –
CCM
80
Cribstone Capital Management
Maine
$47K – – –
AIM
81
Advantage Investment Management
Iowa
$33K -$234K -2,837 -88%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$31K – – –
VFA
83
Valeo Financial Advisors
Indiana
$28K – – –
APA
84
American Portfolios Advisors
New York
$26.9K – – –
VIA
85
Vantage Investment Advisors
Pennsylvania
$24K -$40.6K -492 -64%
AOWM
86
Alpha Omega Wealth Management
Virginia
$20K – – –
JFA
87
JNBA Financial Advisors
Minnesota
$20K +$19K +230 New
FANJ
88
Financial Architects (New Jersey)
New Jersey
$19K – – –
FDCDDQ
89
Federation des caisses Desjardins du Quebec
Quebec, Canada
$17.1K – – –
William Blair & Company
90
William Blair & Company
Illinois
$12K +$1.24K +15 +12%
CCMW
91
Cypress Capital Management (Wyoming)
Wyoming
$10K – – –
CWA
92
Clarus Wealth Advisors
Arizona
$9K +$909 +11 +12%
AF
93
Advisornet Financial
Minnesota
$9K +$8.26K +100 New
AC
94
Avestar Capital
New York
$5K – – –
PA
95
Parallel Advisors
California
$3K +$83 +1 +3%
Barclays
96
Barclays
United Kingdom
$3K +$2.56K +31 New
BlackRock
97
BlackRock
New York
$1K +$743 +9 New
BRF
98
B. Riley Financial
California
– -$3.44M -42,736 Closed
Susquehanna International Group
99
Susquehanna International Group
Pennsylvania
– -$359K -4,589 Closed
WF
100
WealthTrust Fairport
Ohio
– -$326K -4,165 Closed
1 2 3
4
5

IWY Hedge Fund Activity: Q3 2018 in Review

97 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2018, worth a combined $709M — up 15% from $615M a quarter earlier.

Fund positioning in IWY was balanced in Q3 2018: 7 funds opened new positions, 7 closed out, 42 added to existing stakes and 23 trimmed.

The largest buyer was Simplicity Solutions, adding an estimated $21M. The largest seller was Cornerstone Wealth Management, cutting an estimated $76M.

  • 97 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2018, down from 98 in Q2 2018.
  • Funds reported $709M of iShares Russell Top 200 Growth ETF stock for Q3 2018, up 15% quarter-over-quarter.
  • 7 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2018 and 7 closed out, a net change of 0 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2018 was Simplicity Solutions, an estimated $21M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2018 was Cornerstone Wealth Management, an estimated $76M sold.

Based on aggregated 13F filings for Q3 2018.