iShares Russell Top 200 ETF
30 hedge funds and large institutions have $53.1M invested in iShares Russell Top 200 ETF in 2017 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 8 reducing their positions, and 2 closing their positions.
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
25% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 8
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
3% less capital invested
Capital invested by funds: $55M → $53.1M (-$1.9M)
2.59% less ownership
Funds ownership: 50.63% → 48.04% (-2.6%)
3% less funds holding
Funds holding: 31 → 30 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$334K |
| 2 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$306K |
| 3 |
EA
Efficient Advisors
Mason,
Ohio
|
+$281K |
| 4 |
Wells Fargo
San Francisco,
California
|
+$108K |
| 5 |
TRCT
Tower Research Capital (TRC)
New York
|
+$82.3K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$3.24M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.6M |
| 3 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
-$1.42M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$126K |
| 5 |
LPL Financial
San Diego,
California
|
-$53.1K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IA
26
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
|
PB
27
Pinnacle Bancorp
Beatrice,
Nebraska
| $5K | +$5.31K | +100 | New |
|
28
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | – | – | – |
|
29
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $1K | +$955 | +18 | New |
|
|
PCM
30
Parsons Capital Management
Providence,
Rhode Island
| – | -$1.42M | -27,831 | Closed |
|
|
FTUS
31
Flow Traders U.S.
New York
| – | -$19K | -373 | Closed |
|
IWL Hedge Fund Activity: Q1 2017 in Review
30 of the 4,017 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2017, worth a combined $53.1M — down 3.4% from $55M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IWL positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 8 trimmed.
The largest buyer was Commonwealth Equity Services, adding an estimated $334K. The largest seller was Morgan Stanley, cutting an estimated $3.24M.
- 30 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2017, down from 31 in Q4 2016.
- Funds reported $53.1M of iShares Russell Top 200 ETF stock for Q1 2017, down 3.4% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 ETF positions in Q1 2017 and 2 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 ETF buyer in Q1 2017 was Commonwealth Equity Services, an estimated $334K added.
- The largest iShares Russell Top 200 ETF seller in Q1 2017 was Morgan Stanley, an estimated $3.24M sold.
Based on aggregated 13F filings for Q1 2017.