iShares Russell Top 200 Growth ETF
IWY
40 hedge funds and large institutions have $284M invested in iShares Russell Top 200 Growth ETF in 2015 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 11 increasing their positions, 15 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
3% more funds holding
Funds holding: 39 → 40 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
1% less capital invested
Capital invested by funds: $286M → $284M (-$2.23M)
1.33% less ownership
Funds ownership: 44.54% → 43.21% (-1.3%)
27% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
+$2.11M |
| 2 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$1.63M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.4M |
| 4 |
Wells Fargo
San Francisco,
California
|
+$1.12M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$793K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.16M |
| 2 |
Morgan Stanley
New York
|
-$3.65M |
| 3 |
M&T Bank
Buffalo,
New York
|
-$3.06M |
| 4 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$1.23M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$741K |
IWY Hedge Fund Activity: Q1 2015 in Review
40 of the 3,770 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2015, worth a combined $284M — down 0.78% from $286M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IWY positions and 4 closed out — a net gain of 2 holders — while 11 added to existing stakes and 15 trimmed.
The largest buyer was UBS Group, adding an estimated $2.11M. The largest seller was Bank of America, cutting an estimated $7.16M.
- 40 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2015, up from 39 in Q4 2014.
- Funds reported $284M of iShares Russell Top 200 Growth ETF stock for Q1 2015, down 0.78% quarter-over-quarter.
- 6 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2015 and 4 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q1 2015 was UBS Group, an estimated $2.11M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q1 2015 was Bank of America, an estimated $7.16M sold.
Based on aggregated 13F filings for Q1 2015.