iShares Russell Top 200 Growth ETF
IWY
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.
5% more capital invested
Capital invested by funds: $97.3M → $102M (+$4.64M)
0.13% less ownership
Funds ownership: 26.17% → 26.04% (-0.13%)
13% less funds holding
Funds holding: 24 → 21 (-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
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$4.11M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$1.52M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$900K |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$834K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$289K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
DS
DRW Securities
Chicago,
Illinois
|
-$3.89M |
| 2 |
CWM
Cabot Wealth Management
Salem,
Massachusetts
|
-$1.9M |
| 3 |
LPL Financial
San Diego,
California
|
-$914K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$703K |
| 5 |
Morgan Stanley
New York
|
-$647K |
IWY Hedge Fund Activity: Q3 2013 in Review
21 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2013, worth a combined $102M — up 4.8% from $97.3M a quarter earlier.
Sellers outnumbered buyers: 7 funds closed out of IWY and 4 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 5 added.
The largest buyer was Brinker Capital Investments, adding an estimated $4.11M. The largest seller was DRW Securities, exiting entirely with an estimated $3.89M sold.
- 21 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2013, down from 24 in Q2 2013.
- Funds reported $102M of iShares Russell Top 200 Growth ETF stock for Q3 2013, up 4.8% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2013 and 7 closed out, a net change of -3 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q3 2013 was Brinker Capital Investments, an estimated $4.11M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q3 2013 was DRW Securities, an estimated $3.89M sold.
Based on aggregated 13F filings for Q3 2013.