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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
EW
151
Evoke Wealth
California
$20K – – –
WCG
152
Weaver Consulting Group
California
$16K – – –
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$15K – – –
PO
154
Private Ocean
California
$14K – – –
AF
155
Advisornet Financial
Minnesota
$11K – – –
FP
156
Financial Perspectives
Minnesota
$11K +$10.1K +103 New
HF
157
Halpern Financial
Virginia
$10.7K -$22.5K -230 -70%
CCMW
158
Cypress Capital Management (Wyoming)
Wyoming
$10K – – –
CAPTRUST Financial Advisors
159
CAPTRUST Financial Advisors
North Carolina
$10K +$8.72K +89 New
SWA
160
Sutton Wealth Advisors
Florida
$6.08K – – –
IRC
161
Investors Research Corp
Georgia
$6K +$980 +10 +24%
AWM
162
Avior Wealth Management
Nebraska
$6K +$5.88K +60 New
PA
163
Parallel Advisors
California
$4K – – –
OPS
164
Orion Portfolio Solutions
Nebraska
$3K – – –
BlackRock
165
BlackRock
New York
$1K – – –
BSAM
166
Blue Sky Asset Management
Colorado
– -$3.66M -43,480 Closed
CWM
167
Cornerstone Wealth Management
Missouri
– -$3.33M -39,507 Closed
PCP
168
Proficio Capital Partners
Massachusetts
– -$3.33M -35,470 Closed
Citadel Advisors
169
Citadel Advisors
Florida
– -$1.87M -22,245 Closed
MA
170
Mutual Advisors
Nebraska
– -$1.8M -21,412 Closed
TWA
171
TCI Wealth Advisors
Arizona
– -$669K -7,950 Closed
PCM
172
Penserra Capital Management
California
– -$403K -4,113 Closed
FWM
173
FFT Wealth Management
Pennsylvania
– -$202K -2,401 Closed
CFG
174
Citizens Financial Group
Rhode Island
– -$78K -924 Closed
NEIRG
175
New England Investment & Retirement Group
Massachusetts
– -$65K -777 Closed
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.