We are live on ! Find out more
IWY icon

iShares Russell Top 200 Growth ETF

48 hedge funds and large institutions have $232M invested in iShares Russell Top 200 Growth ETF in 2015 Q4 according to their latest regulatory filings, with 11 funds opening new positions, 15 increasing their positions, 9 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

67% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 9

12% more funds holding

Funds holding: 4348 (+5)

3% more capital invested

Capital invested by funds: $226M → $232M (+$6.03M)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

1.78% less ownership

Funds ownership: 42.66%40.88% (-1.8%)

Holders
48
Holders Change
+5
Holders Change %
+11.63%
% of All Funds
1.26%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.03%
New
11
Increased
15
Reduced
9
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$67.9M +$1.68M +31,369 +3%
Morgan Stanley
2
Morgan Stanley
New York
$36.4M +$8.01M +149,694 +28%
M&T Bank
3
M&T Bank
New York
$22.4M -$36.5M -682,751 -62%
WBG
4
Wharton Business Group
Pennsylvania
$20.7M +$115K +2,155 +0.6%
Bank of America
5
Bank of America
North Carolina
$14.2M +$3.84M +71,795 +37%
BCI
6
Brinker Capital Investments
Pennsylvania
$13.2M -$321K -6,000 -2%
LPL Financial
7
LPL Financial
California
$10.2M +$7.83M +146,349 +305%
Truist Financial
8
Truist Financial
North Carolina
$8.65M -$84.5K -1,579 -1%
GFG
9
Gray Financial Group
Georgia
$7.94M
Wells Fargo
10
Wells Fargo
California
$7.03M +$2.64M +49,298 +60%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.41M +$460K +8,588 +8%
Ameriprise
12
Ameriprise
Minnesota
$4.43M +$972K +18,162 +28%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$2.18M -$198K -3,705 -8%
Jane Street
14
Jane Street
New York
$1.53M +$216K +4,035 +16%
FBNAT
15
FirstMerit Bank N.A. Trustee
Ohio
$1.47M
HighTower Advisors
16
HighTower Advisors
Illinois
$900K -$39.8K -743 -4%
CA
17
Cetera Advisors
Colorado
$831K +$830K +15,508 New
IA
18
IFP Advisors
Florida
$632K +$632K +11,804 New
RJFSA
19
Raymond James Financial Services Advisors
Florida
$617K +$617K +11,525 New
DK
20
Darrell & King
Virginia
$616K +$615K +11,500 New
WF
21
WealthTrust Fairport
Ohio
$439K +$439K +8,198 New
VKH
22
Virtu KCG Holdings
New York
$382K -$484K -9,038 -56%
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$381K +$59.9K +1,119 +19%
HWP
24
Hefty Wealth Partners
Indiana
$359K +$359K +6,714 New
IIA
25
IPG Investment Advisors
California
$321K