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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
CWM
76
Cahaba Wealth Management
Georgia
$789K +$882 +9 +0.1%
IC
77
IEQ Capital
California
$785K +$722K +7,363 New
SPIA
78
Steward Partners Investment Advisory
New York
$753K -$52.9K -540 -7%
Renaissance Technologies
79
Renaissance Technologies
New York
$746K +$686K +7,000 New
TRCT
80
Tower Research Capital (TRC)
New York
$726K +$586K +5,977 +722%
KPW
81
Kore Private Wealth
New York
$723K +$219K +2,231 +49%
PPA
82
Parametric Portfolio Associates
Washington
$718K +$118K +1,205 +22%
OC
83
Oppenheimer & Co
New York
$688K -$72.9K -744 -10%
CWAG
84
Compton Wealth Advisory Group
Virginia
$655K +$602K +6,141 New
GG
85
GenWealth Group
New Jersey
$646K – – –
ANTB
86
AMG National Trust Bank
Colorado
$608K +$559K +5,700 New
PFS
87
Prospera Financial Services
Texas
$597K – – –
MPWT
88
MassMutual Private Wealth & Trust
Connecticut
$569K +$523K +5,336 New
VFA
89
Voya Financial Advisors
Connecticut
$564K +$22.4K +229 +4%
CG
90
Colony Group
Massachusetts
$559K +$224K +2,283 +77%
TFS
91
Thoroughbred Financial Services
Tennessee
$556K -$348K -3,555 -41%
Carson Wealth (CWM LLC)
92
Carson Wealth (CWM LLC)
Nebraska
$534K – – –
ATC
93
Argent Trust Co
Tennessee
$522K +$49K +500 +11%
MA
94
Montag & Associates
Georgia
$512K +$118K +1,200 +33%
VWA
95
Visionary Wealth Advisors
Illinois
$494K -$5.29K -54 -1%
CA
96
Cetera Advisors
Colorado
$485K +$124K +1,265 +39%
CAN
97
Cetera Advisor Networks
California
$445K -$120K -1,225 -23%
WP
98
WealthSource Partners
California
$443K +$407K +4,154 New
JMPWA
99
JP Morgan Private Wealth Advisors
California
$436K +$78.4K +800 +24%
WS
100
Wedbush Securities
California
$426K +$392K +3,999 New
2 3
4
5 6

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.