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iShares Russell Top 200 Growth ETF
IWY

189 hedge funds and large institutions have $2.06B invested in iShares Russell Top 200 Growth ETF in 2020 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 62 increasing their positions, 51 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 15

22% more repeat investments, than reductions

Existing positions increased: 62 | Existing positions reduced: 51

21% more capital invested

Capital invested by funds: $1.71B → $2.06B (+$352M)

15% more funds holding

Funds holding: 164 → 189 (+25)

6% more funds holding in top 10

Funds holding in top 10: 16 → 17 (+1)

0.66% more ownership

Funds ownership: 66.55% → 67.21% (+0.66%)

Holders
189
Holders Change
+25
Holders Change %
+15.24%
% of All Funds
3.81%
Holding in Top 10
17
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+6.25%
% of All Funds
0.34%
New
40
Increased
62
Reduced
51
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$100M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$89.9M
3
FIG
FundX Investment Group
California
+$13.7M
4
LPL Financial
LPL Financial
California
+$7.3M
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$6.93M

Top Sellers

1
AWM
AE Wealth Management
Kansas
-$31.1M
2
SS
Simplicity Solutions
Minnesota
-$28.1M
3
TC
Trilogy Capital
California
-$18.5M
4
Osaic Holdings
Osaic Holdings
Arizona
-$13.2M
5
FFC
Fure Financial Corporation
Minnesota
-$9.86M
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$209M +$100M +850,870 +97%
FCBT
2
First Citizens Bank & Trust
North Carolina
$187M +$89.9M +763,533 +98%
AWM
3
AE Wealth Management
Kansas
$167M -$31.1M -263,932 -16%
TF
4
TIAA FSB
Florida
$167M +$2.88M +24,411 +2%
SS
5
Simplicity Solutions
Minnesota
$166M -$28.1M -238,394 -15%
Morgan Stanley
6
Morgan Stanley
New York
$108M +$584K +4,960 +0.6%
Bank of America
7
Bank of America
North Carolina
$88M -$443K -3,762 -0.5%
BWM
8
Baystate Wealth Management
Massachusetts
$83.5M -$6.05M -51,340 -7%
UBS Group
9
UBS Group
Switzerland
$71.1M -$6.16M -52,319 -8%
AUB
10
Atlantic Union Bankshares
Virginia
$65.6M +$1.39M +11,792 +2%
MCM
11
Mainstay Capital Management
Michigan
$54.3M +$6.46M +54,862 +14%
LPL Financial
12
LPL Financial
California
$53M +$7.3M +61,973 +17%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$49.4M +$6.93M +58,865 +17%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$47.4M +$516K +4,381 +1%
Truist Financial
15
Truist Financial
North Carolina
$45M -$123K -1,048 -0.3%
Ameriprise
16
Ameriprise
Minnesota
$44.4M +$2.71M +23,012 +7%
Osaic Holdings
17
Osaic Holdings
Arizona
$32.7M -$13.2M -111,657 -29%
HGWM
18
Horst & Graben Wealth Management
Oregon
$30.9M -$4.04M -34,338 -12%
WBG
19
Wharton Business Group
Pennsylvania
$30.7M +$10K +85 +0%
FIG
20
FundX Investment Group
California
$27M +$13.7M +116,547 +110%
M&T Bank
21
M&T Bank
New York
$21.7M -$2.29M -19,464 -10%
MML Investors Services
22
MML Investors Services
Massachusetts
$20.7M +$1.13M +9,578 +6%
Wells Fargo
23
Wells Fargo
California
$20.4M -$3.34M -28,330 -14%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$17.4M -$318K -2,699 -2%
CCMD
25
Cypress Capital Management (Delaware)
Delaware
$16.7M -$1.4M -11,920 -8%
1
2 3 4 5

IWY Hedge Fund Activity: Q3 2020 in Review

189 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Growth ETF (IWY) for Q3 2020, worth a combined $2.06B — up 21% from $1.71B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IWY positions and 15 closed out — a net gain of 25 holders — while 62 added to existing stakes and 51 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $100M. The largest seller was AE Wealth Management, cutting an estimated $31.1M.

  • 189 institutional investors held iShares Russell Top 200 Growth ETF (IWY) as of Q3 2020, up from 164 in Q2 2020.
  • Funds reported $2.06B of iShares Russell Top 200 Growth ETF stock for Q3 2020, up 21% quarter-over-quarter.
  • 40 funds opened new iShares Russell Top 200 Growth ETF positions in Q3 2020 and 15 closed out, a net change of +25 holders.
  • The largest iShares Russell Top 200 Growth ETF buyer in Q3 2020 was Envestnet Asset Management, an estimated $100M added.
  • The largest iShares Russell Top 200 Growth ETF seller in Q3 2020 was AE Wealth Management, an estimated $31.1M sold.

Based on aggregated 13F filings for Q3 2020.