iShares Russell Top 200 Growth ETF
IWY
43 hedge funds and large institutions have $226M invested in iShares Russell Top 200 Growth ETF in 2015 Q3 according to their latest regulatory filings, with 8 funds opening new positions, 14 increasing their positions, 15 reducing their positions, and 6 closing their positions.
33% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 6
2% more funds holding
Funds holding: 42 → 43 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7% less repeat investments, than reductions
Existing positions increased: 14 | Existing positions reduced: 15
3.75% less ownership
Funds ownership: 46.42% → 42.66% (-3.8%)
18% less capital invested
Capital invested by funds: $275M → $226M (-$49M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$20M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.46M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$931K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$842K |
| 5 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$511K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
M&T Bank
Buffalo,
New York
|
-$49.1M |
| 2 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$2.84M |
| 3 |
Wells Fargo
San Francisco,
California
|
-$1.82M |
| 4 |
AssetMark Inc
Concord,
California
|
-$1.71M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.55M |
IWY Hedge Fund Activity: Q3 2015 in Review
43 of the 3,590 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2015, worth a combined $226M — down 18% from $275M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IWY positions and 6 closed out — a net gain of 2 holders — while 14 added to existing stakes and 15 trimmed.
The largest buyer was Wharton Business Group, opening a new position worth an estimated $20M. The largest seller was M&T Bank, cutting an estimated $49.1M.
- 43 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2015, up from 42 in Q2 2015.
- Funds reported $226M of iShares Russell Top 200 Growth ETF stock for Q3 2015, down 18% quarter-over-quarter.
- 8 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2015 and 6 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q3 2015 was Wharton Business Group, an estimated $20M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q3 2015 was M&T Bank, an estimated $49.1M sold.
Based on aggregated 13F filings for Q3 2015.