iShares Russell Top 200 Growth ETF
99 hedge funds and large institutions have $521M invested in iShares Russell Top 200 Growth ETF in 2018 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 33 increasing their positions, 26 reducing their positions, and 15 closing their positions.
50% more funds holding in top 10
Funds holding in top 10: 4 → 6 (+2)
27% more repeat investments, than reductions
Existing positions increased: 33 | Existing positions reduced: 26
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
2% more funds holding
Funds holding: 97 → 99 (+2)
24.62% less ownership
Funds ownership: 70.67% → 46.06% (-25%)
26% less capital invested
Capital invested by funds: $709M → $521M (-$187M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$16.2M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$6.2M |
| 3 |
HCM
HMS Capital Management
Nashville,
Tennessee
|
+$5.34M |
| 4 |
DADC
D.A. Davidson & Co
Great Falls,
Montana
|
+$5.17M |
| 5 |
UBS Group
Zurich,
Switzerland
|
+$4.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
CWM
Cornerstone Wealth Management
St. Peters,
Missouri
|
-$172M |
| 2 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$68.2M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$54.4M |
| 4 |
LPL Financial
San Diego,
California
|
-$10.2M |
| 5 |
LTFS
Ladenburg Thalmann Financial Services
Miami,
Florida
|
-$9.8M |
IWY Hedge Fund Activity: Q4 2018 in Review
99 of the 4,488 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q4 2018, worth a combined $521M — down 26% from $709M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IWY positions and 15 closed out — a net gain of 3 holders — while 33 added to existing stakes and 26 trimmed.
The largest buyer was Raymond James Financial Services Advisors, adding an estimated $16.2M. The largest seller was Cornerstone Wealth Management, cutting an estimated $172M.
- 99 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q4 2018, up from 97 in Q3 2018.
- Funds reported $521M of iShares Russell Top 200 Growth ETF stock for Q4 2018, down 26% quarter-over-quarter.
- 18 funds opened new iShares Russell Top 200 Growth ETF positions in Q4 2018 and 15 closed out, a net change of +3 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q4 2018 was Raymond James Financial Services Advisors, an estimated $16.2M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q4 2018 was Cornerstone Wealth Management, an estimated $172M sold.
Based on aggregated 13F filings for Q4 2018.