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iShares Russell Top 200 Growth ETF

70 hedge funds and large institutions have $445M invested in iShares Russell Top 200 Growth ETF in 2017 Q2 according to their latest regulatory filings, with 15 funds opening new positions, 28 increasing their positions, 13 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

200% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 5

115% more repeat investments, than reductions

Existing positions increased: 28 | Existing positions reduced: 13

24% more capital invested

Capital invested by funds: $358M → $445M (+$87.1M)

17% more funds holding

Funds holding: 6070 (+10)

4.63% more ownership

Funds ownership: 42.46%47.09% (+4.6%)

0% more funds holding in top 10

Funds holding in top 10: 33 (0)

Holders
70
Holders Change
+10
Holders Change %
+16.67%
% of All Funds
1.75%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.07%
New
15
Increased
28
Reduced
13
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1
Baystate Wealth Management
Massachusetts
$61.2M +$1.88M +29,613 +3%
UBS Group
2
UBS Group
Switzerland
$58.5M -$15.5M -243,867 -21%
MML Investors Services
3
MML Investors Services
Massachusetts
$54.2M +$53.5M +841,258 New
Morgan Stanley
4
Morgan Stanley
New York
$52.9M -$627K -9,860 -1%
Wells Fargo
5
Wells Fargo
California
$35.9M +$952K +14,972 +3%
LTFS
6
Ladenburg Thalmann Financial Services
Florida
$19.2M +$4.32M +67,904 +29%
WBG
7
Wharton Business Group
Pennsylvania
$17.4M +$87.1K +1,370 +0.5%
Bank of America
8
Bank of America
North Carolina
$16M +$2.05M +32,271 +15%
LPL Financial
9
LPL Financial
California
$15.4M +$1.97M +30,990 +15%
AWM
10
AE Wealth Management
Kansas
$15M +$4.39M +69,090 +42%
SS
11
Simplicity Solutions
Minnesota
$15M +$4.4M +69,136 +42%
Ameriprise
12
Ameriprise
Minnesota
$14.4M +$1.78M +28,056 +14%
Truist Financial
13
Truist Financial
North Carolina
$12.7M +$116K +1,821 +0.9%
M&T Bank
14
M&T Bank
New York
$10.9M +$3.94M +61,912 +57%
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$10.4M +$622K +9,780 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$4.97M +$360K +5,667 +8%
RJA
17
Raymond James & Associates
Florida
$4.13M +$1.36M +21,362 +50%
Goldman Sachs
18
Goldman Sachs
New York
$3.53M +$352K +5,532 +11%
AI
19
Atria Investments
North Carolina
$2.93M +$2.88M +45,372 New
CWM
20
Cornerstone Wealth Management
Missouri
$1.81M +$1.2M +18,900 +209%
HNB
21
Huntington National Bank
Ohio
$1.72M -$1.73M -27,191 Closed
CFD
22
Creative Financial Designs
Indiana
$1.57M +$362K +5,694 +30%
BTS
23
BB&T Securities
Virginia
$1.22M +$576K +9,053 +92%
Cambridge Investment Research Advisors
24
Cambridge Investment Research Advisors
Iowa
$1.12M +$170K +2,671 +18%
PAG
25
Private Advisor Group
New Jersey
$881K +$73.4K +1,155 +9%

IWY Hedge Fund Activity: Q2 2017 in Review

70 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2017, worth a combined $445M — up 24% from $358M a quarter earlier.

Buyers outnumbered sellers: 15 funds opened new IWY positions and 5 closed out — a net gain of 10 holders — while 28 added to existing stakes and 13 trimmed.

The largest buyer was MML Investors Services, opening a new position worth an estimated $53.5M. The largest seller was UBS Group, cutting an estimated $15.5M.

  • 70 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2017, up from 60 in Q1 2017.
  • Funds reported $445M of iShares Russell Top 200 Growth ETF stock for Q2 2017, up 24% quarter-over-quarter.
  • 15 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2017 and 5 closed out, a net change of +10 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2017 was MML Investors Services, an estimated $53.5M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2017 was UBS Group, an estimated $15.5M sold.

Based on aggregated 13F filings for Q2 2017.