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iShares Russell Top 200 Growth ETF
IWY

189 hedge funds and large institutions have $2.06B invested in iShares Russell Top 200 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

21% more capital invested

Capital invested by funds: $1.71B → $2.06B (+$352M)

15% more funds holding

Funds holding: 164 → 189 (+25)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

0.66% more ownership

Funds ownership: 66.55% → 67.21% (+0.66%)

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
3.81%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
40
Increased
62
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$100M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$89.9M
3
FIG
FundX Investment Group
California
+$13.7M
4
LPL Financial
LPL Financial
California
+$7.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.93M

Top Sellers

Rank Fund Capital Flow
1
AWM
AE Wealth Management
Kansas
-$31.1M
2
SS
Simplicity Solutions
Minnesota
-$28.1M
3
TC
Trilogy Capital
California
-$18.5M
4
Osaic Holdings
Osaic Holdings
Arizona
-$13.2M
5
FFC
Fure Financial Corporation
Minnesota
-$9.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
BA
126
Ballast Advisors
Minnesota
$319K – – –
RWA
127
Redhawk Wealth Advisors
Minnesota
$312K -$13.2K -112 -4%
FFA
128
Founders Financial Alliance
North Carolina
$312K +$298K +2,533 New
LFG
129
LifePlan Financial Group
Ohio
$308K +$147K +1,249 +97%
CW
130
CreativeOne Wealth
Kansas
$298K +$289K +2,451 New
AI
131
ArchPoint Investors
Florida
$297K – – –
TCWM
132
Total Clarity Wealth Management
Illinois
$291K +$22.9K +194 +9%
Janney Montgomery Scott
133
Janney Montgomery Scott
Pennsylvania
$290K +$18.7K +159 +7%
GC
134
Gratus Capital
Georgia
$289K +$281K +2,384 New
MCM
135
Murphy Capital Management
New Jersey
$284K +$276K +2,341 New
BFPW
136
BOK Financial Private Wealth
Colorado
$282K – – –
IRC
137
Investors Research Corp
Georgia
$270K +$255K +2,169 +4,171%
MAFM
138
Mid Atlantic Financial Management
Pennsylvania
$263K +$247K +2,101 New
Citigroup
139
Citigroup
New York
$260K +$4.71K +40 +2%
HH
140
Hilltop Holdings
Texas
$259K -$2.12M -18,028 -89%
Bank of New York Mellon
141
Bank of New York Mellon
New York
$257K +$118 +1 +0%
NB
142
NBT Bank
New York
$254K – – –
VVP
143
Venture Visionary Partners
Ohio
$245K – – –
MSR
144
Main Street Research
Connecticut
$243K – – –
CFGS
145
Concourse Financial Group Securities
Alabama
$236K -$6.36K -54 -3%
JWCA
146
J.W. Cole Advisors
Florida
$234K +$228K +1,932 New
CCT
147
Chemung Canal Trust
New York
$223K +$217K +1,839 New
WA
148
WBH Advisory
Maryland
$220K +$213K +1,810 New
DAS
149
Dynamic Advisor Solutions
Arizona
$216K +$210K +1,779 New
LWAC
150
Laurel Wealth Advisors (California)
California
$215K +$209K +1,773 New
4 5
6
7 8

IWY Hedge Fund Activity: Q3 2020 in Review

189 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2020, worth a combined $2.06B — up 21% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IWY positions and 15 closed out — a net gain of 25 holders — while 62 added to existing stakes and 51 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was AE Wealth Management, cutting an estimated $31.1M.

  • 189 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2020, up from 164 in Q2 2020.
  • Funds reported $2.06B of iShares Russell Top 200 Growth ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 40 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2020 and 15 closed out, a net change of +25 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2020 was AE Wealth Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2020.