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iShares Russell Top 200 Growth ETF
IWY

124 hedge funds and large institutions have $896M invested in iShares Russell Top 200 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 5 → 8 (+3)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

11% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 37

7% more capital invested

Capital invested by funds: $835M → $896M (+$61.3M)

5% more funds holding

Funds holding: 118 → 124 (+6)

2.27% more ownership

Funds ownership: 57.8% → 60.07% (+2.3%)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
19
Increased
41
Reduced
37
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AUB
Atlantic Union Bankshares
Virginia
+$41.7M
2
PCP
Proficio Capital Partners
Massachusetts
+$8.69M
3
HH
Hilltop Holdings
Texas
+$7.8M
4
PFG
Pacific Financial Group
Washington
+$4.01M
5
Ameriprise
Ameriprise
Minnesota
+$3.7M

Top Sellers

Rank Fund Capital Flow
1
AG
Advisor Group
Arizona
-$12.1M
2
PWPCM
Perella Weinberg Partners Capital Management
New York
-$3.72M
3
Truist Financial
Truist Financial
North Carolina
-$2.51M
4
Citadel Advisors
Citadel Advisors
Florida
-$2.3M
5
BCM
Barometer Capital Management
Ontario, Canada
-$2.22M
Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
101
Advantage Investment Management
Iowa
$29K – – –
Rockefeller Capital Management
102
Rockefeller Capital Management
New York
$25K +$87 +1 +0.4%
WP
103
WealthShield Partners
North Carolina
$24K +$23.5K +270 New
SFS
104
Sowell Financial Services
Arkansas
$23K +$22.7K +260 New
FANJ
105
Financial Architects (New Jersey)
New Jersey
$19K – – –
NFG
106
Next Financial Group
Texas
$18K +$12.3K +141 +207%
CCM
107
Cribstone Capital Management
Maine
$17K – – –
EW
108
Evoke Wealth
California
$16.3K +$16.3K +187 New
ASN
109
Advisory Services Network
Georgia
$14K – – –
WCG
110
Weaver Consulting Group
California
$13K – – –
William Blair & Company
111
William Blair & Company
Illinois
$13K – – –
PO
112
Private Ocean
California
$12K – – –
Bank of Montreal
113
Bank of Montreal
Ontario, Canada
$11K – – –
GWM
114
Geneos Wealth Management
Colorado
$10K – – –
AF
115
Advisornet Financial
Minnesota
$9K – – –
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$8K -$61K -700 -89%
CCMW
117
Cypress Capital Management (Wyoming)
Wyoming
$8K – – –
US Bancorp
118
US Bancorp
Minnesota
$7K – – –
AIC
119
Ameritas Investment Company
Nebraska
$7K +$7.06K +81 New
SWA
120
Sutton Wealth Advisors
Florida
$4.96K +$4.97K +57 New
PA
121
Parallel Advisors
California
$4K – – –
GRP
122
Global Retirement Partners
California
$3K -$51.5K -590 -94%
TAIM
123
TD Ameritrade Investment Management
Nebraska
$2K +$2.09K +24 New
BlackRock
124
BlackRock
New York
$1K – – –
IRC
125
Investors Research Corp
Georgia
$1K +$523 +6 New
2 3 4
5
6

IWY Hedge Fund Activity: Q3 2019 in Review

124 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2019, worth a combined $896M — up 7.3% from $835M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IWY positions and 13 closed out — a net gain of 6 holders — while 41 added to existing stakes and 37 trimmed.

The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $41.7M. The largest seller was Advisor Group, cutting an estimated $12.1M.

  • 124 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2019, up from 118 in Q2 2019.
  • Funds reported $896M of iShares Russell Top 200 Growth ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 19 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2019 and 13 closed out, a net change of +6 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2019 was Atlantic Union Bankshares, an estimated $41.7M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2019 was Advisor Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2019.