iShares Russell Top 200 ETF
27 hedge funds and large institutions have $47.3M invested in iShares Russell Top 200 ETF in 2015 Q4 according to their latest regulatory filings, with 4 funds opening new positions, 9 increasing their positions, 8 reducing their positions, and 3 closing their positions.
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
13% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 8
4% more funds holding
Funds holding: 26 → 27 (+1)
3% more capital invested
Capital invested by funds: $45.8M → $47.3M (+$1.49M)
0.88% less ownership
Funds ownership: 47.65% → 46.77% (-0.88%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.92M |
| 2 |
LPL Financial
San Diego,
California
|
+$1.3M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$283K |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$277K |
| 5 |
SEI Investments
Oaks,
Pennsylvania
|
+$272K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.61M |
| 2 |
UCFA
United Capital Financial Advisors
Irving,
Texas
|
-$1.49M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.46M |
| 4 |
Jane Street
New York
|
-$926K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$187K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $6K | +$5.92K | +126 | New |
|
|
27
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
| – | -$1.61M | -37,035 | Closed |
|
|
UCFA
28
United Capital Financial Advisors
Irving,
Texas
| – | -$1.49M | -34,083 | Closed |
|
|
29
Envestnet Asset Management
Chicago,
Illinois
| – | -$1.46M | -33,548 | Closed |
|
IWL Hedge Fund Activity: Q4 2015 in Review
27 of the 3,812 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2015, worth a combined $47.3M — up 3.2% from $45.8M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IWL positions and 3 closed out — a net gain of 1 holder — while 9 added to existing stakes and 8 trimmed.
The largest buyer was Ameriprise, adding an estimated $1.92M. The largest seller was Susquehanna International Group, exiting entirely with an estimated $1.61M sold.
- 27 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2015, up from 26 in Q3 2015.
- Funds reported $47.3M of iShares Russell Top 200 ETF stock for Q4 2015, up 3.2% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 ETF positions in Q4 2015 and 3 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 ETF buyer in Q4 2015 was Ameriprise, an estimated $1.92M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2015 was Susquehanna International Group, an estimated $1.61M sold.
Based on aggregated 13F filings for Q4 2015.