iShares Russell Top 200 ETF
26 hedge funds and large institutions have $41.9M invested in iShares Russell Top 200 ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.
30% more funds holding
Funds holding: 20 → 26 (+6)
2% more capital invested
Capital invested by funds: $40.9M → $41.9M (+$1M)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
0.69% less ownership
Funds ownership: 54.06% → 53.37% (-0.69%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$4.72M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$3.68M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.25M |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$549K |
| 5 |
BCM
BTR Capital Management
Oakland,
California
|
+$199K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$7.64M |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$2.4M |
| 3 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$52.4K |
| 4 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
-$44.3K |
| 5 |
Morgan Stanley
New York
|
-$18.4K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $5K | – | – | – |
|
IWL Hedge Fund Activity: Q1 2014 in Review
26 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2014, worth a combined $41.9M — up 2.4% from $40.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IWL positions and 0 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was HighTower Advisors, adding an estimated $4.72M. The largest seller was Bank of America, cutting an estimated $7.64M.
- 26 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2014, up from 20 in Q4 2013.
- Funds reported $41.9M of iShares Russell Top 200 ETF stock for Q1 2014, up 2.4% quarter-over-quarter.
- 6 funds opened new iShares Russell Top 200 ETF positions in Q1 2014 and 0 closed out, a net change of +6 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2014 was HighTower Advisors, an estimated $4.72M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2014 was Bank of America, an estimated $7.64M sold.
Based on aggregated 13F filings for Q1 2014.