iShares Russell Top 200 Growth ETF
IWY
145 hedge funds and large institutions have $1.03B invested in iShares Russell Top 200 Growth ETF in 2020 Q1 according to their latest regulatory filings, with 28 funds opening new positions, 49 increasing their positions, 38 reducing their positions, and 20 closing their positions.
40% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 20
29% more repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 38
20% more funds holding in top 10
Funds holding in top 10: 10 → 12 (+2)
3% more funds holding
Funds holding: 141 → 145 (+4)
1.56% more ownership
Funds ownership: 60.31% → 61.87% (+1.6%)
2% less capital invested
Capital invested by funds: $1.05B → $1.03B (-$19.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$34.2M |
| 2 |
M&T Bank
Buffalo,
New York
|
+$19.3M |
| 3 |
TC
Trilogy Capital
Irvine,
California
|
+$17.6M |
| 4 |
CCMD
Cypress Capital Management (Delaware)
Greenville,
Delaware
|
+$14M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$6.99M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$8.52M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.27M |
| 3 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$5.16M |
| 4 |
IAA
Independent Advisor Alliance
Charlotte,
North Carolina
|
-$4.8M |
| 5 |
GLR
Great Lakes Retirement
Sandusky,
Ohio
|
-$3.38M |
IWY Hedge Fund Activity: Q1 2020 in Review
145 of the 4,547 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q1 2020, worth a combined $1.03B — down 1.9% from $1.05B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IWY positions and 20 closed out — a net gain of 8 holders — while 49 added to existing stakes and 38 trimmed.
The largest buyer was TIAA FSB, adding an estimated $34.2M. The largest seller was UBS Group, cutting an estimated $8.52M.
- 145 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q1 2020, up from 141 in Q4 2019.
- Funds reported $1.03B of iShares Russell Top 200 Growth ETF stock for Q1 2020, down 1.9% quarter-over-quarter.
- 28 funds opened new iShares Russell Top 200 Growth ETF positions in Q1 2020 and 20 closed out, a net change of +8 holders.
- The largest iShares Russell Top 200 Growth ETF buyer in Q1 2020 was TIAA FSB, an estimated $34.2M added.
- The largest iShares Russell Top 200 Growth ETF seller in Q1 2020 was UBS Group, an estimated $8.52M sold.
Based on aggregated 13F filings for Q1 2020.