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iShares Russell Top 200 Growth ETF

86 hedge funds and large institutions have $505M invested in iShares Russell Top 200 Growth ETF in 2017 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 14 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

800% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 2

143% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 14

50% more funds holding in top 10

Funds holding in top 10: 23 (+1)

23% more funds holding

Funds holding: 7086 (+16)

20% more capital invested

Capital invested by funds: $423M → $505M (+$82.6M)

14.4% more ownership

Funds ownership: 40.76%55.16% (+14%)

Holders
86
Holders Change
+16
Holders Change %
+22.86%
% of All Funds
1.95%
Holding in Top 10
3
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+50%
% of All Funds
0.07%
New
18
Increased
34
Reduced
14
Closed
2
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1
Baystate Wealth Management
Massachusetts
$77.5M +$1.27M +17,858 +2%
UBS Group
2
UBS Group
Switzerland
$63.1M -$1.82M -25,541 -3%
Morgan Stanley
3
Morgan Stanley
New York
$59.7M +$272K +3,816 +0.5%
Wells Fargo
4
Wells Fargo
California
$41.1M -$81.3K -1,141 -0.2%
AWM
5
AE Wealth Management
Kansas
$28.4M +$4.49M +63,116 +19%
SS
6
Simplicity Solutions
Minnesota
$28.3M +$27.1M +380,958 +7,263%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$23.1M +$1.12M +15,715 +5%
Bank of America
8
Bank of America
North Carolina
$20.9M +$1.93M +27,119 +10%
LPL Financial
9
LPL Financial
California
$20M +$1.46M +20,507 +8%
WBG
10
Wharton Business Group
Pennsylvania
$19.7M -$38.1K -535 -0.2%
Ameriprise
11
Ameriprise
Minnesota
$18.3M +$695K +9,754 +4%
M&T Bank
12
M&T Bank
New York
$16.5M +$437K +6,130 +3%
Truist Financial
13
Truist Financial
North Carolina
$16.2M +$2.21M +31,060 +16%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$15.1M +$2.44M +34,201 +20%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$7.21M +$485K +6,817 +7%
RJA
16
Raymond James & Associates
Florida
$4.37M +$213K +2,994 +5%
AG
17
Advisor Group
Arizona
$3.99M +$1.18M +16,514 +43%
MML Investors Services
18
MML Investors Services
Massachusetts
$3.83M +$800K +11,233 +27%
Goldman Sachs
19
Goldman Sachs
New York
$3.58M -$626K -8,790 -15%
CWM
20
Cornerstone Wealth Management
Missouri
$2.81M +$278K +3,901 +12%
RJFSA
21
Raymond James Financial Services Advisors
Florida
$2.68M +$1.81M +25,452 +228%
Jane Street
22
Jane Street
New York
$2.44M +$1.29M +18,087 +118%
BTS
23
BB&T Securities
Virginia
$2.09M +$246K +3,449 +14%
AIM
24
Advantage Investment Management
Iowa
$1.82M +$48.6K +683 +3%
HNB
25
Huntington National Bank
Ohio
$1.79M

IWY Hedge Fund Activity: Q4 2017 in Review

86 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2017, worth a combined $505M — up 20% from $423M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWY positions and 2 closed out — a net gain of 16 holders — while 34 added to existing stakes and 14 trimmed.

The largest buyer was Simplicity Solutions, adding an estimated $27.1M. The largest seller was Atria Investments, cutting an estimated $3.8M.

  • 86 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2017, up from 70 in Q3 2017.
  • Funds reported $505M of iShares Russell Top 200 Growth ETF stock for Q4 2017, up 20% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2017 and 2 closed out, a net change of +16 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q4 2017 was Simplicity Solutions, an estimated $27.1M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q4 2017 was Atria Investments, an estimated $3.8M sold.

Based on aggregated 13F filings for Q4 2017.