iShares Russell Top 200 Growth ETF
98 hedge funds and large institutions have $615M invested in iShares Russell Top 200 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
79% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 19
24.46% more ownership
Funds ownership: 52.52% → 76.98% (+24%)
17% more capital invested
Capital invested by funds: $526M → $615M (+$89.9M)
8% more funds holding
Funds holding: 91 → 98 (+7)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
+$242M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$10M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.23M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.31M |
| 5 |
Goldman Sachs
New York
|
+$2.61M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$7.01M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$5.69M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.91M |
| 4 |
Jane Street
New York
|
-$1.74M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
RCAG
101
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$11K | -146 | Closed |
|
|
IWM
102
IHT Wealth Management
Chicago,
Illinois
| – | -$8K | -106 | Closed |
|
103
Barclays
London,
United Kingdom
| – | -$7K | -100 | Closed |
|
|
RFM
104
Royal Fund Management
Lady Lake,
Florida
| – | -$3K | -43 | Closed |
|
IWY Hedge Fund Activity: Q2 2018 in Review
98 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2018, worth a combined $615M — up 17% from $526M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IWY positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.
The largest buyer was Cornerstone Wealth Management, adding an estimated $242M. The largest seller was Baystate Wealth Management, cutting an estimated $7.01M.
- 98 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2018, up from 91 in Q1 2018.
- Funds reported $615M of iShares Russell Top 200 Growth ETF stock for Q2 2018, up 17% quarter-over-quarter.
- 13 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2018 and 6 closed out, a net change of +7 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q2 2018 was Cornerstone Wealth Management, an estimated $242M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q2 2018 was Baystate Wealth Management, an estimated $7.01M sold.
Based on aggregated 13F filings for Q2 2018.