iShares Russell Top 200 Growth ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AUB
Atlantic Union Bankshares
Glen Allen,
Virginia
|
+$41.7M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$8.69M |
| 3 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$7.8M |
| 4 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$4.01M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$3.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AG
Advisor Group
Phoenix,
Arizona
|
-$12.1M |
| 2 |
PWPCM
Perella Weinberg Partners Capital Management
New York
|
-$3.72M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$2.51M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.3M |
| 5 |
BCM
Barometer Capital Management
Toronto,
Ontario, Canada
|
-$2.22M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PWPCM
126
Perella Weinberg Partners Capital Management
New York
| – | -$3.72M | -87,700 | Closed |
|
|
127
Citadel Advisors
Miami,
Florida
| – | -$2.3M | -26,810 | Closed |
|
128
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.99M | -23,158 | Closed |
|
129
Stifel Financial
St. Louis,
Missouri
| – | -$1.57M | -18,297 | Closed |
|
|
FCA
130
FLC Capital Advisors
Palm Desert,
California
| – | -$333K | -3,821 | Closed |
|
131
Renaissance Technologies
New York
| – | -$317K | -3,700 | Closed |
|
132
CIBC World Market
Toronto,
Ontario, Canada
| – | -$275K | -3,206 | Closed |
|
|
AIM
133
Astor Investment Management
Chicago,
Illinois
| – | -$49K | -578 | Closed |
|
|
VFA
134
Valeo Financial Advisors
Carmel,
Indiana
| – | -$31K | -360 | Closed |
|
|
MWM
135
Meridian Wealth Management
Lexington,
Kentucky
| – | -$235 | -274 | Closed |
|
|
AOWM
136
Alpha Omega Wealth Management
Richmond,
Virginia
| – | -$20K | -230 | Closed |
|
|
RIA
137
Realta Investment Advisors
Wilmington,
Delaware
| – | -$1K | -10 | Closed |
|
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.