iShares Russell Top 200 Growth ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$84.2M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$76.5M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$62.8M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$35.3M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
-$31.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$8.36M |
| 3 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$3.93M |
| 4 |
BSAM
Blue Sky Asset Management
Greenwood Village,
Colorado
|
-$3.66M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$3.33M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CAN
176
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$36K | -424 | Closed |
|
|
CS
177
Capital Square
Chattanooga,
Tennessee
| – | -$25K | -301 | Closed |
|
|
NFG
178
Next Financial Group
Houston,
Texas
| – | -$18K | -209 | Closed |
|
|
CCM
179
Cribstone Capital Management
Augusta,
Maine
| – | -$17K | -200 | Closed |
|
|
AIC
180
Ameritas Investment Company
Lincoln,
Nebraska
| – | -$7K | -81 | Closed |
|
181
US Bancorp
Minneapolis,
Minnesota
| – | -$6K | -75 | Closed |
|
|
VCS
182
Vaughan & Co Securities
Ridgewood,
New Jersey
| – | -$4.21K | -50 | Closed |
|
|
HFS
183
Hantz Financial Services
Southfield,
Michigan
| – | -$3K | -38 | Closed |
|
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.