iShares Russell Top 200 Growth ETF
IWY
61 hedge funds and large institutions have $270M invested in iShares Russell Top 200 Growth ETF in 2016 Q4 according to their latest regulatory filings, with 12 funds opening new positions, 24 increasing their positions, 13 reducing their positions, and 6 closing their positions.
100% more first-time investments, than exits
New positions opened: 12 | Existing positions closed: 6
85% more repeat investments, than reductions
Existing positions increased: 24 | Existing positions reduced: 13
12% more capital invested
Capital invested by funds: $240M → $270M (+$29.6M)
11% more funds holding
Funds holding: 55 → 61 (+6)
2.81% more ownership
Funds ownership: 37.12% → 39.93% (+2.8%)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wells Fargo
San Francisco,
California
|
+$24.8M |
| 2 |
JP Morgan Chase
New York
|
+$5.12M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.99M |
| 4 |
Morgan Stanley
New York
|
+$1.42M |
| 5 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$8.91M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$4.65M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$1.84M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.31M |
| 5 |
GFG
Gray Financial Group
Atlanta,
Georgia
|
-$1.24M |
IWY Hedge Fund Activity: Q4 2016 in Review
61 of the 4,008 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2016, worth a combined $270M — up 12% from $240M a quarter earlier.
Buyers outnumbered sellers: 12 funds opened new IWY positions and 6 closed out — a net gain of 6 holders — while 24 added to existing stakes and 13 trimmed.
The largest buyer was Wells Fargo, adding an estimated $24.8M. The largest seller was Brinker Capital Investments, exiting entirely with an estimated $8.91M sold.
- 61 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2016, up from 55 in Q3 2016.
- Funds reported $270M of iShares Russell Top 200 Growth ETF stock for Q4 2016, up 12% quarter-over-quarter.
- 12 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2016 and 6 closed out, a net change of +6 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q4 2016 was Wells Fargo, an estimated $24.8M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q4 2016 was Brinker Capital Investments, an estimated $8.91M sold.
Based on aggregated 13F filings for Q4 2016.