iShares Russell Top 200 ETF
29 hedge funds and large institutions have $51.6M invested in iShares Russell Top 200 ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 1 closing their positions.
100% more first-time investments, than exits
New positions opened: 2 | Existing positions closed: 1
4% more funds holding
Funds holding: 28 → 29 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
7.21% less ownership
Funds ownership: 49.23% → 42.02% (-7.2%)
11% less capital invested
Capital invested by funds: $57.7M → $51.6M (-$6.12M)
64% less repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 14
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$638K |
| 2 |
UBS Group
Zurich,
Switzerland
|
+$86.4K |
| 3 |
Morgan Stanley
New York
|
+$86.1K |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
+$85.1K |
| 5 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$84.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EA
Efficient Advisors
Mason,
Ohio
|
-$8.83M |
| 2 |
GRP
Global Retirement Partners
San Rafael,
California
|
-$639K |
| 3 |
SG Americas Securities
New York
|
-$621K |
| 4 |
Jane Street
New York
|
-$498K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$182K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $68K | -$2.83K | -50 | -4% |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $29K | – | – | – |
|
|
IA
28
IFP Advisors
Tampa,
Florida
| $7K | – | – | – |
|
29
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
GRP
30
Global Retirement Partners
San Rafael,
California
| – | -$639K | -11,473 | Closed |
|
IWL Hedge Fund Activity: Q3 2017 in Review
29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2017, worth a combined $51.6M — down 11% from $57.7M a quarter earlier.
Buyers outnumbered sellers: 2 funds opened new IWL positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 14 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $638K. The largest seller was Efficient Advisors, cutting an estimated $8.83M.
- 29 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2017, up from 28 in Q2 2017.
- Funds reported $51.6M of iShares Russell Top 200 ETF stock for Q3 2017, down 11% quarter-over-quarter.
- 2 funds opened new iShares Russell Top 200 ETF positions in Q3 2017 and 1 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $638K added.
- The largest iShares Russell Top 200 ETF seller in Q3 2017 was Efficient Advisors, an estimated $8.83M sold.
Based on aggregated 13F filings for Q3 2017.