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iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

91 hedge funds and large institutions have $526M invested in iShares Russell Top 200 Growth ETF in 2018 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 33 increasing their positions, 22 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+5
Holders Change %
+5.81%
% of All Funds
2.09%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
15
Increased
33
Reduced
22
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
+$9.03M
2
AWM
AE Wealth Management
Kansas
+$8.79M
3
AG
Advisor Group
Arizona
+$4.57M
4
AIM
Advantage Investment Management
Iowa
+$3.87M
5
SCA
Stokes Capital Advisors
South Carolina
+$3.83M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.55M
2
Goldman Sachs
Goldman Sachs
New York
-$3.59M
3
Wells Fargo
Wells Fargo
California
-$3.44M
4
WBG
Wharton Business Group
Pennsylvania
-$2.8M
5
HNB
Huntington National Bank
Ohio
-$1.79M
Name Holding Trade Value Shares
Change 		Shares
Change %
BWM
1
Baystate Wealth Management
Massachusetts
$74.6M +$716K +9,597 +1%
UBS Group
2
UBS Group
Switzerland
$62.2M -$1.4M -18,954 -2%
Morgan Stanley
3
Morgan Stanley
New York
$55.6M -$4.55M -61,691 -8%
Wells Fargo
4
Wells Fargo
California
$38M -$3.44M -46,635 -8%
SS
5
Simplicity Solutions
Minnesota
$37.5M +$9.03M +122,403 +32%
AWM
6
AE Wealth Management
Kansas
$37.4M +$8.79M +119,166 +31%
LTFS
7
Ladenburg Thalmann Financial Services
Florida
$22.6M -$692K -9,377 -3%
Bank of America
8
Bank of America
North Carolina
$21.5M +$351K +4,762 +2%
LPL Financial
9
LPL Financial
California
$20.3M +$152K +2,056 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$17.6M -$849K -11,511 -5%
WBG
11
Wharton Business Group
Pennsylvania
$17.1M -$2.8M -37,990 -14%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$16.8M +$1.62M +21,919 +11%
Truist Financial
13
Truist Financial
North Carolina
$16.8M +$465K +6,300 +3%
M&T Bank
14
M&T Bank
New York
$16.4M -$338K -4,584 -2%
AG
15
Advisor Group
Arizona
$8.59M +$4.57M +61,968 +114%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$8.53M +$1.26M +17,109 +17%
AIM
17
Advantage Investment Management
Iowa
$5.71M +$3.87M +52,485 +211%
SCA
18
Stokes Capital Advisors
South Carolina
$3.83M +$3.83M +51,844 New
RJA
19
Raymond James & Associates
Florida
$3.74M -$663K -8,987 -15%
MML Investors Services
20
MML Investors Services
Massachusetts
$3.65M -$214K -2,899 -6%
BRF
21
B. Riley Financial
California
$3.38M +$1.7M +23,040 +101%
RJFSA
22
Raymond James Financial Services Advisors
Florida
$3.01M +$313K +4,246 +12%
CWM
23
Cornerstone Wealth Management
Missouri
$2.89M +$230K +3,204 +9%
BTS
24
BB&T Securities
Virginia
$1.9M -$207K -2,807 -10%
HNB
25
Huntington National Bank
Ohio
$1.81M -$1.79M – –
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