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iShares Russell Top 200 Growth ETF
IWY

99 hedge funds and large institutions have $521M invested in iShares Russell Top 200 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more funds holding in top 10

Funds holding in top 10: 4 → 6 (+2)

27% more repeat investments, than reductions

Existing positions increased: 33 | Existing positions reduced: 26

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 97 → 99 (+2)

24.62% less ownership

Funds ownership: 70.67% → 46.06% (-25%)

26% less capital invested

Capital invested by funds: $709M → $521M (-$187M)

Holders
99
Holders Change
+2
Holders Change %
+2.06%
% of All Funds
2.21%
Holding in Top 10
6
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+50%
% of All Funds
0.13%
New
18
Increased
33
Reduced
26
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
RJFSA
Raymond James Financial Services Advisors
Florida
+$16.2M
2
Bank of America
Bank of America
North Carolina
+$6.2M
3
HCM
HMS Capital Management
Tennessee
+$5.34M
4
DADC
D.A. Davidson & Co
Montana
+$5.17M
5
UBS Group
UBS Group
Switzerland
+$4.98M

Top Sellers

Rank Fund Capital Flow
1
CWM
Cornerstone Wealth Management
Missouri
-$172M
2
SS
Simplicity Solutions
Minnesota
-$68.2M
3
AWM
AE Wealth Management
Kansas
-$54.4M
4
LPL Financial
LPL Financial
California
-$10.2M
5
LTFS
Ladenburg Thalmann Financial Services
Florida
-$9.8M
Name Holding Trade Value Shares
Change 		Change in
Stake
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$57K – – –
US Bancorp
77
US Bancorp
Minnesota
$57K +$61.9K +800 New
FHA
78
Flagship Harbor Advisors
Massachusetts
$48K – – –
PFBT
79
Parkside Financial Bank & Trust
Missouri
$47K – – –
BFC
80
Bedel Financial Consulting
Indiana
$47K +$155 +2 +0.3%
Northwestern Mutual Wealth Management
81
Northwestern Mutual Wealth Management
Wisconsin
$46K -$5.8K -75 -10%
Bank of Montreal
82
Bank of Montreal
Ontario, Canada
$46K +$22.1K +285 +79%
CCM
83
Cribstone Capital Management
Maine
$40K – – –
ADL
84
Asset Dedication LLC
California
$39K – – –
APA
85
American Portfolios Advisors
New York
$27.9K +$5.73K +74 +23%
VFA
86
Valeo Financial Advisors
Indiana
$26K – – –
AIM
87
Advantage Investment Management
Iowa
$24K -$3.71K -48 -12%
AOWM
88
Alpha Omega Wealth Management
Virginia
$17K – – –
FANJ
89
Financial Architects (New Jersey)
New Jersey
$16K – – –
FDCDDQ
90
Federation des caisses Desjardins du Quebec
Quebec, Canada
$14.3K – – –
William Blair & Company
91
William Blair & Company
Illinois
$10K – – –
PMFA
92
Plante Moran Financial Advisors
Michigan
$10K +$11.2K +145 New
CCMW
93
Cypress Capital Management (Wyoming)
Wyoming
$7K -$1.32K -17 -15%
AF
94
Advisornet Financial
Minnesota
$7K – – –
CWA
95
Clarus Wealth Advisors
Arizona
$7K – – –
Loomis, Sayles & Company
96
Loomis, Sayles & Company
Massachusetts
$7K +$7.66K +99 New
PA
97
Parallel Advisors
California
$2K -$77 -1 -3%
MOS
98
MGO One Seven
Ohio
$2K +$2.71K +35 New
BlackRock
99
BlackRock
New York
$1K – – –
TRCT
100
Tower Research Capital (TRC)
New York
– -$600K -7,019 Closed
1 2 3
4
5

IWY Hedge Fund Activity: Q4 2018 in Review

99 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2018, worth a combined $521M — down 26% from $709M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWY positions and 15 closed out — a net gain of 3 holders — while 33 added to existing stakes and 26 trimmed.

The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16.2M. The largest seller was Cornerstone Wealth Management, cutting an estimated $172M.

  • 99 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2018, up from 97 in Q3 2018.
  • Funds reported $521M of iShares Russell Top 200 Growth ETF stock for Q4 2018, down 26% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2018 and 15 closed out, a net change of +3 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $16.2M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $172M sold.

Based on aggregated 13F filings for Q4 2018.