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iShares Russell Top 200 Growth ETF

164 hedge funds and large institutions have $1.71B invested in iShares Russell Top 200 Growth ETF in 2020 Q2 according to their latest regulatory filings, with 38 funds opening new positions, 64 increasing their positions, 39 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

111% more first-time investments, than exits

New positions opened: 38 | Existing positions closed: 18

65% more capital invested

Capital invested by funds: $1.03B → $1.71B (+$674M)

64% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 39

33% more funds holding in top 10

Funds holding in top 10: 1216 (+4)

13% more funds holding

Funds holding: 145164 (+19)

4.67% more ownership

Funds ownership: 61.87%66.55% (+4.7%)

Holders
164
Holders Change
+19
Holders Change %
+13.1%
% of All Funds
3.36%
Holding in Top 10
16
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+33.33%
% of All Funds
0.33%
New
38
Increased
64
Reduced
39
Closed
18
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1
AE Wealth Management
Kansas
$175M +$35.3M +360,458 +28%
SS
2
Simplicity Solutions
Minnesota
$171M +$35M +356,925 +29%
TF
3
TIAA FSB
Florida
$144M +$62.8M +640,928 +91%
Morgan Stanley
4
Morgan Stanley
New York
$94M +$8.13M +82,915 +10%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$93.3M +$84.2M +858,701 +5,301%
FCBT
6
First Citizens Bank & Trust
North Carolina
$83.2M +$76.5M +780,224 New
BWM
7
Baystate Wealth Management
Massachusetts
$78.8M -$3.93M -40,137 -5%
Bank of America
8
Bank of America
North Carolina
$77.7M +$15.5M +157,736 +28%
UBS Group
9
UBS Group
Switzerland
$68.1M -$8.36M -85,303 -12%
AUB
10
Atlantic Union Bankshares
Virginia
$56.4M +$1.15M +11,753 +2%
MCM
11
Mainstay Capital Management
Michigan
$41.8M +$2.21M +22,543 +6%
RJFSA
12
Raymond James Financial Services Advisors
Florida
$41.2M +$6.8M +69,352 +22%
Osaic Holdings
13
Osaic Holdings
Arizona
$40.7M +$8.69M +88,662 +30%
LPL Financial
14
LPL Financial
California
$40M +$8.3M +84,634 +29%
Truist Financial
15
Truist Financial
North Carolina
$39.7M +$7.72M +78,795 +27%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$37.1M +$6.36M +64,852 +23%
Ameriprise
17
Ameriprise
Minnesota
$36.4M -$412K -4,199 -1%
HGWM
18
Horst & Graben Wealth Management
Oregon
$30.8M -$1.36M -13,888 -5%
WBG
19
Wharton Business Group
Pennsylvania
$27M
M&T Bank
20
M&T Bank
New York
$21.2M -$374K -3,812 -2%
Wells Fargo
21
Wells Fargo
California
$21M -$31.8M -324,079 -62%
TC
22
Trilogy Capital
California
$18.5M -$2.23M -22,794 -12%
MML Investors Services
23
MML Investors Services
Massachusetts
$17.2M -$198K -2,020 -1%
CCMD
24
Cypress Capital Management (Delaware)
Delaware
$16M +$315K +3,210 +2%
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$15.6M +$1.22M +12,467 +9%

IWY Hedge Fund Activity: Q2 2020 in Review

164 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q2 2020, worth a combined $1.71B — up 65% from $1.03B a quarter earlier.

Buyers outnumbered sellers: 38 funds opened new IWY positions and 18 closed out — a net gain of 20 holders — while 64 added to existing stakes and 39 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $84.2M. The largest seller was Wells Fargo, cutting an estimated $31.8M.

  • 164 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q2 2020, up from 145 in Q1 2020.
  • Funds reported $1.71B of iShares Russell Top 200 Growth ETF stock for Q2 2020, up 65% quarter-over-quarter.
  • 38 funds opened new iShares Russell Top 200 Growth ETF positions in Q2 2020 and 18 closed out, a net change of +20 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q2 2020 was Envestnet Asset Management, an estimated $84.2M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q2 2020 was Wells Fargo, an estimated $31.8M sold.

Based on aggregated 13F filings for Q2 2020.