iShares Russell Top 200 Growth ETF
IWY
97 hedge funds and large institutions have $679M invested in iShares Russell Top 200 Growth ETF in 2018 Q3 according to their latest regulatory filings, with 7 funds opening new positions, 43 increasing their positions, 22 reducing their positions, and 7 closing their positions.
95% more repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 22
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
18% more capital invested
Capital invested by funds: $577M → $679M (+$102M)
1.44% more ownership
Funds ownership: 53.8% → 55.25% (+1.4%)
0% more first-time investments, than exits
New positions opened: 7 | Existing positions closed: 7
1% less funds holding
Funds holding: 98 → 97 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$21M |
| 2 |
LPL Financial
San Diego,
California
|
+$7.79M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$7.23M |
| 4 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
+$6.86M |
| 5 |
Morgan Stanley
New York
|
+$4.05M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.59M |
| 2 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$4.25M |
| 3 |
BRF
B. Riley Financial
Los Angeles,
California
|
-$3.44M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.83M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$359K |
IWY Hedge Fund Activity: Q3 2018 in Review
97 of the 4,391 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2018, worth a combined $679M — up 18% from $577M a quarter earlier.
Fund positioning in IWY was balanced in Q3 2018: 7 funds opened new positions, 7 closed out, 43 added to existing stakes and 22 trimmed.
The largest buyer was Simplicity Solutions, adding an estimated $21M. The largest seller was UBS Group, cutting an estimated $4.59M.
- 97 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2018, down from 98 in Q2 2018.
- Funds reported $679M of iShares Russell Top 200 Growth ETF stock for Q3 2018, up 18% quarter-over-quarter.
- 7 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2018 and 7 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q3 2018 was Simplicity Solutions, an estimated $21M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q3 2018 was UBS Group, an estimated $4.59M sold.
Based on aggregated 13F filings for Q3 2018.