iShares Russell Top 200 Growth ETF
60 hedge funds and large institutions have $358M invested in iShares Russell Top 200 Growth ETF in 2017 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 28 increasing their positions, 9 reducing their positions, and 8 closing their positions.
211% more repeat investments, than reductions
Existing positions increased: 28 | Existing positions reduced: 9
32% more capital invested
Capital invested by funds: $270M → $358M (+$87.6M)
13% more first-time investments, than exits
New positions opened: 9 | Existing positions closed: 8
2.53% more ownership
Funds ownership: 39.93% → 42.46% (+2.5%)
2% less funds holding
Funds holding: 61 → 60 (-1)
Top Buyers
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$53.8M |
| 2 |
Morgan Stanley
New York
|
+$7.11M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$6.82M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$6.82M |
| 5 |
WBG
Wharton Business Group
Malvern,
Pennsylvania
|
+$4.93M |
Top Sellers
| 1 |
AAP
Arax Advisory Partners
Denver,
Colorado
|
-$6.5M |
| 2 |
JP Morgan Chase
New York
|
-$5.37M |
| 3 |
LPL Financial
San Diego,
California
|
-$4.04M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$2.36M |
| 5 |
Wells Fargo
San Francisco,
California
|
-$1.68M |
IWY Hedge Fund Activity: Q1 2017 in Review
60 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2017, worth a combined $358M — up 32% from $270M a quarter earlier.
Buyers outnumbered sellers: 9 funds opened new IWY positions and 8 closed out — a net gain of 1 holder — while 28 added to existing stakes and 9 trimmed.
The largest buyer was Baystate Wealth Management, opening a new position worth an estimated $53.8M. The largest seller was Arax Advisory Partners, cutting an estimated $6.5M.
- 60 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2017, down from 61 in Q4 2016.
- Funds reported $358M of iShares Russell Top 200 Growth ETF stock for Q1 2017, up 32% quarter-over-quarter.
- 9 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2017 and 8 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 Growth ETF buyer in Q1 2017 was Baystate Wealth Management, an estimated $53.8M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q1 2017 was Arax Advisory Partners, an estimated $6.5M sold.
Based on aggregated 13F filings for Q1 2017.