IWY icon

iShares Russell Top 200 Growth ETF
IWY

Overview Fund Activity

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.

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
2.57%
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
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$102M
2
SS
2
Simplicity Solutions
Minnesota
$99.4M
3
TF
3
TIAA FSB
Florida
$27.4M
4
Bank of America
4
Bank of America
North Carolina
$36.6M
5
BCM
5
Barometer Capital Management
Ontario, Canada
$3.6M

Top Sellers

1
AUB
1
Atlantic Union Bankshares
Virginia
$0
2
LPL Financial
2
LPL Financial
California
$19.6M
3
Goldman Sachs
3
Goldman Sachs
New York
$2.49M
4
LTFS
4
Ladenburg Thalmann Financial Services
Florida
$20.6M
5
MA
5
Mutual Advisors
Nebraska
$278K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$102M 1,186,730 +660,561 +126%
SS
2
Simplicity Solutions
Minnesota
$99.4M 1,158,778 +627,079 +118%
BWM
3
Baystate Wealth Management
Massachusetts
$79M 912,774 +9,239 +1%
UBS Group
4
UBS Group
Switzerland
$71.6M 834,597 -8,302 -1%
Morgan Stanley
5
Morgan Stanley
New York
$60.2M 701,490 +3,384 +0.5%
Wells Fargo
6
Wells Fargo
California
$43.1M 502,765 +15,872 +3%
Bank of America
7
Bank of America
North Carolina
$36.6M 426,557 +44,459 +12%
TF
8
TIAA FSB
Florida
$27.4M 319,573 +50,026 +19%
RJFSA
9
Raymond James Financial Services Advisors
Florida
$25.7M 299,662 -2,153 -0.7%
PFG
10
Pacific Financial Group
Washington
$25.1M 305,503 – –
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$24.9M 290,511 +981 +0.3%
Ameriprise
12
Ameriprise
Minnesota
$22.9M 266,540 -14,245 -5%
WBG
13
Wharton Business Group
Pennsylvania
$21.9M 254,796 -360 -0.1%
Truist Financial
14
Truist Financial
North Carolina
$20.9M 243,019 -952 -0.4%
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$20.6M 239,640 -43,375 -15%
LPL Financial
16
LPL Financial
California
$19.6M 228,046 -90,584 -28%
M&T Bank
17
M&T Bank
New York
$18.9M 220,059 -15,966 -7%
AG
18
Advisor Group
Arizona
$14.5M 168,429 -1,115 -0.7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11.2M 131,104 +11,518 +10%
GWMIA
20
Global Wealth Management Investment Advisory
Florida
$8.14M 94,823 +5,349 +6%
MML Investors Services
21
MML Investors Services
Massachusetts
$7.23M 84,311 +1,593 +2%
SCA
22
Stokes Capital Advisors
South Carolina
$5.06M 58,945 -642 -1%
CWM
23
Cornerstone Wealth Management
Missouri
$4.41M 51,420 -387 -0.7%
PWPCM
24
Perella Weinberg Partners Capital Management
New York
$3.72M 87,700 – –
BCM
25
Barometer Capital Management
Ontario, Canada
$3.6M 42,000 +42,000 New
1
2 3 4 5