iShares Russell Top 200 ETF
28 hedge funds and large institutions have $49.6M invested in iShares Russell Top 200 ETF in 2016 Q2 according to their latest regulatory filings, with 5 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 3 closing their positions.
117% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 6
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
9% more capital invested
Capital invested by funds: $45.3M → $49.6M (+$4.3M)
8% more funds holding
Funds holding: 26 → 28 (+2)
1.43% less ownership
Funds ownership: 49.12% → 47.68% (-1.4%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
+$3.55M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.98M |
| 3 |
Goldman Sachs
New York
|
+$582K |
| 4 |
Morgan Stanley
New York
|
+$479K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$367K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$1.47M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.44M |
| 3 |
LPL Financial
San Diego,
California
|
-$1.16M |
| 4 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$365K |
| 5 |
AIG
American International Group
New York
|
-$170K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $7K | +$6.62K | +140 | New |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $6K | +$5.96K | +126 | New |
|
|
CCMG
28
Clark Capital Management Group
Philadelphia,
Pennsylvania
| – | -$365K | -7,800 | Closed |
|
|
AIG
29
American International Group
New York
| – | -$170K | -3,630 | Closed |
|
30
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$47K | -1,000 | Closed |
|
IWL Hedge Fund Activity: Q2 2016 in Review
28 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2016, worth a combined $49.6M — up 9.5% from $45.3M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IWL positions and 3 closed out — a net gain of 2 holders — while 13 added to existing stakes and 6 trimmed.
The largest buyer was Horizon Investments, adding an estimated $3.55M. The largest seller was Commonwealth Equity Services, cutting an estimated $1.47M.
- 28 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2016, up from 26 in Q1 2016.
- Funds reported $49.6M of iShares Russell Top 200 ETF stock for Q2 2016, up 9.5% quarter-over-quarter.
- 5 funds opened new iShares Russell Top 200 ETF positions in Q2 2016 and 3 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 ETF buyer in Q2 2016 was Horizon Investments, an estimated $3.55M added.
- The largest iShares Russell Top 200 ETF seller in Q2 2016 was Commonwealth Equity Services, an estimated $1.47M sold.
Based on aggregated 13F filings for Q2 2016.