iShares Russell Top 200 Growth ETF
87 hedge funds and large institutions have $506M 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, 15 reducing their positions, and 2 closing their positions.
800% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 2
421% more capital inflows, than outflows
Capital inflows: $54.2M | Capital outflows: $10.4M
127% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 15
50% more funds holding in top 10
Funds holding in top 10: 2 → 3 (+1)
23% more funds holding
Funds holding: 71 → 87 (+16)
14.41% more ownership
Funds ownership: 40.86% → 55.27% (+14%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Simplicity Solutions
Minneapolis,
Minnesota
|
+$27.1M |
| 2 |
AE Wealth Management
Topeka,
Kansas
|
+$4.49M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.44M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$2.21M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$1.93M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Atria Investments
Charlotte,
North Carolina
|
-$3.8M |
| 2 |
UBS Group
Zurich,
Switzerland
|
-$1.82M |
| 3 |
Creative Financial Designs
Kokomo,
Indiana
|
-$1.52M |
| 4 |
Investment Centers of America
Bismarck,
North Dakota
|
-$885K |
| 5 |
Private Advisor Group
Morristown,
New Jersey
|
-$644K |
IWY Hedge Fund Activity: Q4 2017 in Review
87 of the 4,420 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2017, worth a combined $506M — up 19% from $424M 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 15 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $27.1M. The largest seller was Atria Investments, cutting an estimated $3.8M.
- 87 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2017, up from 71 in Q3 2017.
- Funds reported $506M of iShares Russell Top 200 Growth ETF stock for Q4 2017, up 19% 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.