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.
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: 114 → 118 (+4)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$55.6M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$52.8M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$4.21M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$3.74M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
+$3.53M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
-$22M |
| 2 |
LPL Financial
San Diego,
California
|
-$7.62M |
| 3 |
Goldman Sachs
New York
|
-$5.01M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$3.65M |
| 5 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$1.8M |
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.