iShares Russell Top 200 Growth ETF
IWY
98 hedge funds and large institutions have $577M invested in iShares Russell Top 200 Growth ETF in 2018 Q2 according to their latest regulatory filings, with 13 funds opening new positions, 34 increasing their positions, 19 reducing their positions, and 6 closing their positions.
117% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 6
79% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 19
9% more capital invested
Capital invested by funds: $528M → $577M (+$49.7M)
7% more funds holding
Funds holding: 92 → 98 (+6)
1.06% more ownership
Funds ownership: 52.74% → 53.8% (+1.1%)
0% more funds holding in top 10
Funds holding in top 10: 4 → 4 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$10M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.23M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$6.31M |
| 4 |
Goldman Sachs
New York
|
+$2.61M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$1.79M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$7.01M |
| 2 |
AIM
Advantage Investment Management
Cedar Rapids,
Iowa
|
-$5.69M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.91M |
| 4 |
Jane Street
New York
|
-$1.74M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
IWY Hedge Fund Activity: Q2 2018 in Review
98 of the 4,385 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2018, worth a combined $577M — up 9.4% from $528M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IWY positions and 6 closed out — a net gain of 7 holders — while 34 added to existing stakes and 19 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $10M. The largest seller was Baystate Wealth Management, cutting an estimated $7.01M.
- 98 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2018, up from 92 in Q1 2018.
- Funds reported $577M of iShares Russell Top 200 Growth ETF stock for Q2 2018, up 9.4% quarter-over-quarter.
- 13 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2018 and 6 closed out, a net change of +7 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q2 2018 was Simplicity Solutions, an estimated $10M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q2 2018 was Baystate Wealth Management, an estimated $7.01M sold.
Based on aggregated 13F filings for Q2 2018.