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iShares Russell Top 200 Growth ETF

118 hedge funds and large institutions have $835M invested in iShares Russell Top 200 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

15% more capital invested

Capital invested by funds: $724M → $835M (+$110M)

5.11% more ownership

Funds ownership: 52.68%57.8% (+5.1%)

4% more funds holding

Funds holding: 114118 (+4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
41
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AOWM
101
Alpha Omega Wealth Management
Virginia
$20K
FANJ
102
Financial Architects (New Jersey)
New Jersey
$19K
CCM
103
Cribstone Capital Management
Maine
$17K
ASN
104
Advisory Services Network
Georgia
$14K +$13.6K +162 New
WCG
105
Weaver Consulting Group
California
$13K
William Blair & Company
106
William Blair & Company
Illinois
$12K
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$11K -$19.3K -230 -64%
PO
108
Private Ocean
California
$11K +$11.4K +135 New
GWM
109
Geneos Wealth Management
Colorado
$10K +$7.23K +86 +232%
AF
110
Advisornet Financial
Minnesota
$9K
CCMW
111
Cypress Capital Management (Wyoming)
Wyoming
$8K
US Bancorp
112
US Bancorp
Minnesota
$6K
NFG
113
Next Financial Group
Texas
$6K +$5.72K +68 New
BRWM
114
B. Riley Wealth Management
Tennessee
$4.04K -$1.01M -12,062 -20%
PA
115
Parallel Advisors
California
$3K
BlackRock
116
BlackRock
New York
$1K
RIA
117
Realta Investment Advisors
Delaware
$1K
MWM
118
Meridian Wealth Management
Kentucky
$235 +$23K +274 New
AUB
119
Atlantic Union Bankshares
Virginia
-$22M -267,353 Closed
VWA
120
V Wealth Advisors
Kansas
-$272K -3,163 Closed
TFS
121
Thoroughbred Financial Services
Tennessee
-$255K -3,103 Closed
MHS
122
M Holdings Securities
Oregon
-$235K -2,857 Closed
LNWWM
123
Laird Norton Wetherby Wealth Management
California
-$218K -2,649 Closed
RFC
124
Regions Financial Corp
Alabama
-$135K -1,643 Closed
IC
125
Inscription Capital
Texas
-$86K -1,044 Closed

IWY Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2019, worth a combined $835M — up 15% from $724M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IWY positions and 9 closed out — a net gain of 5 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $55.6M. The largest seller was Atlantic Union Bankshares, exiting entirely with an estimated $22M sold.

  • 118 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2019, up from 114 in Q1 2019.
  • Funds reported $835M of iShares Russell Top 200 Growth ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 14 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2019 and 9 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2019 was AE Wealth Management, an estimated $55.6M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2019 was Atlantic Union Bankshares, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2019.