iShares Russell Top 200 ETF
26 hedge funds and large institutions have $45.8M invested in iShares Russell Top 200 ETF in 2015 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 10 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
5.5% more ownership
Funds ownership: 42.15% → 47.65% (+5.5%)
5% more capital invested
Capital invested by funds: $43.6M → $45.8M (+$2.2M)
4% more funds holding
Funds holding: 25 → 26 (+1)
10% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 10
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.86M |
| 2 |
Jane Street
New York
|
+$1.79M |
| 3 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
+$1.58M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.55M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.16M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$430K |
| 2 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$394K |
| 3 |
Wells Fargo
San Francisco,
California
|
-$391K |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$343K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$271K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BWM
26
Baystate Wealth Management
Boston,
Massachusetts
| – | -$394K | -8,353 | Closed |
|
|
27
Citadel Advisors
Miami,
Florida
| – | -$343K | -7,271 | Closed |
|
IWL Hedge Fund Activity: Q3 2015 in Review
26 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2015, worth a combined $45.8M — up 5% from $43.6M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IWL positions and 2 closed out — a net gain of 1 holder — while 9 added to existing stakes and 10 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.86M. The largest seller was Royal Bank of Canada, cutting an estimated $430K.
- 26 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2015, up from 25 in Q2 2015.
- Funds reported $45.8M of iShares Russell Top 200 ETF stock for Q3 2015, up 5% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 ETF positions in Q3 2015 and 2 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 ETF buyer in Q3 2015 was Ameriprise, an estimated $1.86M added.
- The largest iShares Russell Top 200 ETF seller in Q3 2015 was Royal Bank of Canada, an estimated $430K sold.
Based on aggregated 13F filings for Q3 2015.