We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

21 hedge funds and large institutions have $102M invested in iShares Russell Top 200 Growth ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 8 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

5% more capital invested

Capital invested by funds: $97M → $102M (+$4.87M)

0.13% less ownership

Funds ownership: 26.17%26.04% (-0.13%)

13% less funds holding

Funds holding: 2421 (-3)

38% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 8

43% less first-time investments, than exits

New positions opened: 4 | Existing positions closed: 7

Holders
21
Holders Change
-3
Holders Change %
-12.5%
% of All Funds
0.68%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
4
Increased
5
Reduced
8
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
U
1
UBS
Switzerland
$33.3M +$1.52M +38,002 +5%
Morgan Stanley
2
Morgan Stanley
New York
$24.2M -$647K -16,199 -3%
BCI
3
Brinker Capital Investments
Pennsylvania
$10.9M +$4.11M +103,000 +62%
Bank of America
4
Bank of America
North Carolina
$7.79M -$511K -12,793 -6%
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.09M -$331K -8,299 -5%
Ameriprise
6
Ameriprise
Minnesota
$6.64M -$329K -8,234 -5%
MFS
7
MSI Financial Services
Massachusetts
$2.67M +$834K +20,885 +47%
CS
8
Credit Suisse
Switzerland
$2.24M
LPL Financial
9
LPL Financial
California
$1.47M -$914K -22,875 -39%
FBNAT
10
FirstMerit Bank N.A. Trustee
Ohio
$1.19M -$37.4K -937 -3%
Wells Fargo
11
Wells Fargo
California
$1.18M -$73.8K -1,847 -6%
Truist Financial
12
Truist Financial
North Carolina
$918K +$900K +22,530 New
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$572K -$36.9K -923 -6%
TH
14
Timber Hill
Connecticut
$513K
MA
15
Montag & Associates
Georgia
$365K +$5.99K +150 +2%
NPC
16
National Planning Corporation
California
$298K +$289K +7,227 New
FNBOO
17
First National Bank of Omaha
Nebraska
$253K
NAM
18
NTV Asset Management
West Virginia
$203K +$200K +5,007 New
AFC
19
AFT Forsyth & Company
Florida
$58K
WA
20
WFG Advisors
Texas
$12K +$120 +3 +1%
NES
21
New England Securities
New York
$11K +$10.9K +273 New
HNB
22
Huntington National Bank
Ohio
$9K
DS
23
DRW Securities
Illinois
-$3.89M -102,110 Closed
CWM
24
Cabot Wealth Management
Massachusetts
-$1.9M -49,817 Closed
Susquehanna International Group
25
Susquehanna International Group
Pennsylvania
-$703K -18,429 Closed