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iShares Russell Top 200 Growth ETF

118 hedge funds and large institutions have $835M invested in iShares Russell Top 200 Growth ETF in 2019 Q2 according to their latest regulatory filings, with 14 funds opening new positions, 41 increasing their positions, 35 reducing their positions, and 9 closing their positions.

New
Increased
Maintained
Reduced
Closed

56% more first-time investments, than exits

New positions opened: 14 | Existing positions closed: 9

17% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 35

15% more capital invested

Capital invested by funds: $724M → $835M (+$110M)

5.11% more ownership

Funds ownership: 52.68%57.8% (+5.1%)

4% more funds holding

Funds holding: 114118 (+4)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
2.56%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.11%
New
14
Increased
41
Reduced
35
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$102M +$55.6M +660,561 +126%
SS
2
Simplicity Solutions
Minnesota
$99.4M +$52.8M +627,079 +118%
BWM
3
Baystate Wealth Management
Massachusetts
$79M +$777K +9,239 +1%
UBS Group
4
UBS Group
Switzerland
$71.6M -$698K -8,302 -1%
Morgan Stanley
5
Morgan Stanley
New York
$60.2M +$285K +3,384 +0.5%
Wells Fargo
6
Wells Fargo
California
$43.1M +$1.34M +15,872 +3%
Bank of America
7
Bank of America
North Carolina
$36.6M +$3.74M +44,459 +12%
TF
8
TIAA FSB
Florida
$27.4M +$4.21M +50,026 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$25.7M -$181K -2,153 -0.7%
PFG
10
Pacific Financial Group
Washington
$25.1M
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$24.9M +$82.5K +981 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$22.9M -$1.2M -14,245 -5%
WBG
13
Wharton Business Group
Pennsylvania
$21.9M -$30.3K -360 -0.1%
Truist Financial
14
Truist Financial
North Carolina
$20.9M -$80.1K -952 -0.4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$20.6M -$3.65M -43,375 -15%
LPL Financial
16
LPL Financial
California
$19.6M -$7.62M -90,584 -28%
M&T Bank
17
M&T Bank
New York
$18.9M -$1.34M -15,966 -7%
AG
18
Advisor Group
Arizona
$14.5M -$93.8K -1,115 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.2M +$969K +11,518 +10%
GWMIA
20
Global Wealth Management Investment Advisory
Florida
$8.14M +$450K +5,349 +6%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.23M +$134K +1,593 +2%
SCA
22
Stokes Capital Advisors
South Carolina
$5.06M -$54K -642 -1%
CWM
23
Cornerstone Wealth Management
Missouri
$4.41M -$32.6K -387 -0.7%
PWPCM
24
Perella Weinberg Partners Capital Management
New York
$3.72M
BCM
25
Barometer Capital Management
Ontario, Canada
$3.6M +$3.53M +42,000 New

IWY Hedge Fund Activity: Q2 2019 in Review

118 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2019, worth a combined $835M — up 15% from $724M a quarter earlier.

Buyers outnumbered sellers: 14 funds opened new IWY positions and 9 closed out — a net gain of 5 holders — while 41 added to existing stakes and 35 trimmed.

The largest buyer was AE Wealth Management, adding an estimated $55.6M. The largest seller was Atlantic Union Bankshares, exiting entirely with an estimated $22M sold.

  • 118 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2019, up from 114 in Q1 2019.
  • Funds reported $835M of iShares Russell Top 200 Growth ETF stock for Q2 2019, up 15% quarter-over-quarter.
  • 14 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2019 and 9 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2019 was AE Wealth Management, an estimated $55.6M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2019 was Atlantic Union Bankshares, an estimated $22M sold.

Based on aggregated 13F filings for Q2 2019.