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iShares Russell Top 200 Growth ETF

124 hedge funds and large institutions have $896M invested in iShares Russell Top 200 Growth ETF in 2019 Q3 according to their latest regulatory filings, with 19 funds opening new positions, 41 increasing their positions, 37 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more funds holding in top 10

Funds holding in top 10: 58 (+3)

46% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 13

11% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 37

7% more capital invested

Capital invested by funds: $835M → $896M (+$61.3M)

5% more funds holding

Funds holding: 118124 (+6)

2.27% more ownership

Funds ownership: 57.8%60.07% (+2.3%)

Holders
124
Holders Change
+6
Holders Change %
+5.08%
% of All Funds
2.72%
Holding in Top 10
8
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+60%
% of All Funds
0.18%
New
19
Increased
41
Reduced
37
Closed
13
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$105M +$1.64M +18,818 +2%
SS
2
Simplicity Solutions
Minnesota
$103M +$2.39M +27,436 +2%
BWM
3
Baystate Wealth Management
Massachusetts
$80.7M +$1.23M +14,130 +2%
UBS Group
4
UBS Group
Switzerland
$71M -$1.65M -18,939 -2%
Morgan Stanley
5
Morgan Stanley
New York
$59M -$2.08M -23,860 -3%
Wells Fargo
6
Wells Fargo
California
$42.5M -$1.23M -14,137 -3%
AUB
7
Atlantic Union Bankshares
Virginia
$41.6M +$41.7M +477,953 New
Bank of America
8
Bank of America
North Carolina
$37.9M +$803K +9,209 +2%
PFG
9
Pacific Financial Group
Washington
$30.2M +$4.01M +45,997 +15%
TF
10
TIAA FSB
Florida
$29.9M +$2.04M +23,336 +7%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$27M +$876K +10,048 +3%
Ameriprise
12
Ameriprise
Minnesota
$26.9M +$3.7M +42,408 +16%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$23.3M -$1.97M -22,635 -8%
WBG
14
Wharton Business Group
Pennsylvania
$22.2M
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$20.8M -$78.1K -896 -0.4%
LPL Financial
16
LPL Financial
California
$19.9M +$55.6K +637 +0.3%
M&T Bank
17
M&T Bank
New York
$19.7M +$568K +6,513 +3%
Truist Financial
18
Truist Financial
North Carolina
$18.7M -$2.51M -28,776 -12%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$11M -$367K -4,206 -3%
PCP
20
Proficio Capital Partners
Massachusetts
$8.68M +$8.69M +99,660 New
GWMIA
21
Global Wealth Management Investment Advisory
Florida
$8.42M +$161K +1,846 +2%
HH
22
Hilltop Holdings
Texas
$7.79M +$7.8M +89,487 New
MML Investors Services
23
MML Investors Services
Massachusetts
$7.12M -$221K -2,535 -3%
SCA
24
Stokes Capital Advisors
South Carolina
$4.89M -$237K -2,722 -5%
RJA
25
Raymond James & Associates
Florida
$4.35M +$1.51M +17,359 +53%

IWY Hedge Fund Activity: Q3 2019 in Review

124 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2019, worth a combined $896M — up 7.3% from $835M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IWY positions and 13 closed out — a net gain of 6 holders — while 41 added to existing stakes and 37 trimmed.

The largest buyer was Atlantic Union Bankshares, opening a new position worth an estimated $41.7M. The largest seller was Advisor Group, cutting an estimated $12.1M.

  • 124 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2019, up from 118 in Q2 2019.
  • Funds reported $896M of iShares Russell Top 200 Growth ETF stock for Q3 2019, up 7.3% quarter-over-quarter.
  • 19 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2019 and 13 closed out, a net change of +6 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2019 was Atlantic Union Bankshares, an estimated $41.7M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2019 was Advisor Group, an estimated $12.1M sold.

Based on aggregated 13F filings for Q3 2019.