iShares Russell Top 200 Growth ETF
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.
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%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$100M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$89.9M |
| 3 |
FIG
FundX Investment Group
San Francisco,
California
|
+$13.7M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.3M |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$31.1M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$28.1M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
-$18.5M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$13.2M |
| 5 |
FFC
Fure Financial Corporation
Bloomington,
Minnesota
|
-$9.86M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
201
Mercer Global Advisors
Denver,
Colorado
| – | -$312K | -2,928 | Closed |
|
|
EWM
202
EPG Wealth Management
Atlanta,
Georgia
| – | -$291K | -2,729 | Closed |
|
|
CCFM
203
Clear Creek Financial Management
Silverdale,
Washington
| – | -$241K | -2,269 | Closed |
|
|
SF
204
Synovus Financial
Columbus,
Georgia
| – | -$43K | -402 | Closed |
|
|
FANJ
205
Financial Architects (New Jersey)
Marlton,
New Jersey
| – | -$23K | -219 | Closed |
|
|
OPS
206
Orion Portfolio Solutions
Omaha,
Nebraska
| – | -$3K | -32 | Closed |
|
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.