iShares Russell Top 200 ETF
31 hedge funds and large institutions have $55M invested in iShares Russell Top 200 ETF in 2016 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 13 increasing their positions, 9 reducing their positions, and 1 closing their positions.
200% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 1
44% more repeat investments, than reductions
Existing positions increased: 13 | Existing positions reduced: 9
7% more funds holding
Funds holding: 29 → 31 (+2)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.91% less ownership
Funds ownership: 53.54% → 50.63% (-2.9%)
8% less capital invested
Capital invested by funds: $60M → $55M (-$4.99M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$3.46M |
| 2 |
EA
Efficient Advisors
Mason,
Ohio
|
+$288K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
+$237K |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
+$98.7K |
| 5 |
JP Morgan Chase
New York
|
+$94.7K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$7.51M |
| 2 |
Goldman Sachs
New York
|
-$2.54M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.17M |
| 4 |
AG
Advisor Group
Phoenix,
Arizona
|
-$63.1K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$55.9K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $25K | – | – | – |
|
|
FTUS
27
Flow Traders U.S.
New York
| $19K | +$18.6K | +373 | New |
|
28
BlackRock
New York
| $7K | – | – | – |
|
|
IA
29
IFP Advisors
Tampa,
Florida
| $6K | – | – | – |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
31
US Bancorp
Minneapolis,
Minnesota
| – | -$49K | -990 | Closed |
|
IWL Hedge Fund Activity: Q4 2016 in Review
31 of the 4,000 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2016, worth a combined $55M — down 8.3% from $60M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IWL positions and 1 closed out — a net gain of 2 holders — while 13 added to existing stakes and 9 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $3.46M. The largest seller was Ameriprise, cutting an estimated $7.51M.
- 31 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2016, up from 29 in Q3 2016.
- Funds reported $55M of iShares Russell Top 200 ETF stock for Q4 2016, down 8.3% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 ETF positions in Q4 2016 and 1 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2016 was Morgan Stanley, an estimated $3.46M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2016 was Ameriprise, an estimated $7.51M sold.
Based on aggregated 13F filings for Q4 2016.