iShares Russell Top 200 ETF
29 hedge funds and large institutions have $60M invested in iShares Russell Top 200 ETF in 2016 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.
67% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 3
21% more capital invested
Capital invested by funds: $49.6M → $60M (+$10.4M)
5.86% more ownership
Funds ownership: 47.68% → 53.54% (+5.9%)
4% more funds holding
Funds holding: 28 → 29 (+1)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
+$7.67M |
| 2 |
SG Americas Securities
New York
|
+$1.48M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$697K |
| 4 |
HNB
Huntington National Bank
Columbus,
Ohio
|
+$477K |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$391K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$4.93M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.75M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.34M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$327K |
| 5 |
Jane Street
New York
|
-$291K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
BlackRock
New York
| $7K | – | – | – |
|
|
IA
27
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$3.05K | +62 | New |
|
|
HI
29
Horizon Investments
Charlotte,
North Carolina
| – | -$4.93M | -103,380 | Closed |
|
|
30
Jane Street
New York
| – | -$291K | -6,104 | Closed |
|
31
SEI Investments
Oaks,
Pennsylvania
| – | -$276K | -5,780 | Closed |
|
IWL Hedge Fund Activity: Q3 2016 in Review
29 of the 3,748 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2016, worth a combined $60M — up 21% from $49.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IWL positions and 3 closed out — a net gain of 2 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Efficient Advisors, adding an estimated $7.67M. The largest seller was Horizon Investments, exiting entirely with an estimated $4.93M sold.
- 29 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2016, up from 28 in Q2 2016.
- Funds reported $60M of iShares Russell Top 200 ETF stock for Q3 2016, up 21% quarter-over-quarter.
- 5 funds opened new iShares Russell Top 200 ETF positions in Q3 2016 and 3 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 ETF buyer in Q3 2016 was Efficient Advisors, an estimated $7.67M added.
- The largest iShares Russell Top 200 ETF seller in Q3 2016 was Horizon Investments, an estimated $4.93M sold.
Based on aggregated 13F filings for Q3 2016.