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iShares Russell Top 200 Growth ETF
IWY

164 hedge funds and large institutions have $1.71B invested in iShares Russell Top 200 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

65% more capital invested

Capital invested by funds: $1.03B → $1.71B (+$674M)

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

33% more funds holding in top 10

Funds holding in top 10: 12 → 16 (+4)

13% more funds holding

Funds holding: 145 → 164 (+19)

4.67% more ownership

Funds ownership: 61.87% → 66.55% (+4.7%)

Holders
164
Holders Change
+19
Holders Change %
+13.1%
% of All Funds
3.36%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.33%
New
38
Increased
64
Reduced
39
Closed
18
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$84.2M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$76.5M
3
TF
TIAA FSB
Florida
+$62.8M
4
AWM
AE Wealth Management
Kansas
+$35.3M
5
SS
Simplicity Solutions
Minnesota
+$35M

Top Sellers

Rank Fund Capital Flow
1
Wells Fargo
Wells Fargo
California
-$31.8M
2
UBS Group
UBS Group
Switzerland
-$8.36M
3
BWM
Baystate Wealth Management
Massachusetts
-$3.93M
4
BSAM
Blue Sky Asset Management
Colorado
-$3.66M
5
PCP
Proficio Capital Partners
Massachusetts
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
NB
126
NBT Bank
New York
$223K +$205K +2,090 New
VVP
127
Venture Visionary Partners
Ohio
$215K +$198K +2,019 New
CFGS
128
Concourse Financial Group Securities
Alabama
$213K -$2.7M -27,584 -93%
MSR
129
Main Street Research
Connecticut
$213K +$196K +2,000 New
SCM
130
Southport Capital Management
Tennessee
$211K +$194K +1,982 New
FHA
131
Flagship Harbor Advisors
Massachusetts
$184K -$104K -1,059 -38%
William Blair & Company
132
William Blair & Company
Illinois
$182K +$153K +1,560 +1,083%
SFS
133
Sowell Financial Services
Arkansas
$175K +$3.53K +36 +2%
APA
134
American Portfolios Advisors
New York
$137K +$39.4K +402 +45%
LFG
135
LifePlan Financial Group
Ohio
$137K +$74.3K +758 +144%
RFA
136
Reilly Financial Advisors
California
$107K +$98K +1,000 New
APWA
137
Atlas Private Wealth Advisors
New Jersey
$97K +$89.2K +910 New
PFBT
138
Parkside Financial Bank & Trust
Missouri
$87K – – –
TAIM
139
TD Ameritrade Investment Management
Nebraska
$80K +$1.67K +17 +2%
JP Morgan Chase
140
JP Morgan Chase
New York
$76K -$8.72K -89 -11%
CFFP
141
Center for Financial Planning
Michigan
$72K +$4.12K +42 +7%
BFC
142
Bedel Financial Consulting
Indiana
$71K +$294 +3 +0.5%
GI
143
Gradient Investments
Minnesota
$68K -$4.12K -42 -6%
ADL
144
Asset Dedication LLC
California
$59K – – –
RIM
145
Rockbridge Investment Management
New York
$53K +$49K +500 New
SF
146
Synovus Financial
Georgia
$43K – – –
WPA
147
West Paces Advisors
Georgia
$32K -$19.6K -200 -40%
AWA
148
Arkadios Wealth Advisors
Georgia
$29.1K – – –
WP
149
WealthShield Partners
North Carolina
$29K – – –
FANJ
150
Financial Architects (New Jersey)
New Jersey
$23K – – –
4 5
6
7 8

IWY Hedge Fund Activity: Q2 2020 in Review

164 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2020, worth a combined $1.71B — up 65% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IWY positions and 18 closed out — a net gain of 20 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $84.2M. The largest seller was Wells Fargo, cutting an estimated $31.8M.

  • 164 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2020, up from 145 in Q1 2020.
  • Funds reported $1.71B of iShares Russell Top 200 Growth ETF stock for Q2 2020, up 65% quarter-over-quarter.
  • 38 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2020 and 18 closed out, a net change of +20 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $84.2M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2020 was Wells Fargo, an estimated $31.8M sold.

Based on aggregated 13F filings for Q2 2020.