iShares Russell Top 200 ETF
31 hedge funds and large institutions have $62.8M invested in iShares Russell Top 200 ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.
50% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 4
29% more repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 7
22% more capital invested
Capital invested by funds: $51.6M → $62.8M (+$11.2M)
7% more funds holding
Funds holding: 29 → 31 (+2)
1.17% more ownership
Funds ownership: 42.02% → 43.19% (+1.2%)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$1.06M |
| 2 |
CJA
C-J Advisory
San Jose,
California
|
+$494K |
| 3 |
Mariner
Overland Park,
Kansas
|
+$195K |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
+$124K |
| 5 |
Morgan Stanley
New York
|
+$111K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$1.19M |
| 2 |
Goldman Sachs
New York
|
-$478K |
| 3 |
SG Americas Securities
New York
|
-$325K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$176K |
| 5 |
CWM
Cahaba Wealth Management
Atlanta,
Georgia
|
-$78.7K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Citigroup
New York
| $72K | – | – | – |
|
|
LTFS
27
Ladenburg Thalmann Financial Services
Miami,
Florida
| $31K | – | – | – |
|
|
FAAS
28
First Allied Advisory Services
San Diego,
California
| $27K | +$26.4K | +441 | New |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $11.3K | +$11K | +184 | New |
|
30
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
PCG
31
Private Capital Group
West Hartford,
Connecticut
| $11 | +$10.4K | +174 | New |
|
|
32
Jane Street
New York
| – | -$1.19M | -20,585 | Closed |
|
|
33
Goldman Sachs
New York
| – | -$478K | -8,285 | Closed |
|
|
NFG
34
Next Financial Group
Houston,
Texas
| – | -$176K | -3,011 | Closed |
|
|
IA
35
IFP Advisors
Tampa,
Florida
| – | -$7K | -126 | Closed |
|
IWL Hedge Fund Activity: Q4 2017 in Review
31 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2017, worth a combined $62.8M — up 22% from $51.6M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IWL positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.
The largest buyer was Susquehanna International Group, adding an estimated $1.06M. The largest seller was Jane Street, exiting entirely with an estimated $1.19M sold.
- 31 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2017, up from 29 in Q3 2017.
- Funds reported $62.8M of iShares Russell Top 200 ETF stock for Q4 2017, up 22% quarter-over-quarter.
- 6 funds opened new iShares Russell Top 200 ETF positions in Q4 2017 and 4 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $1.06M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2017 was Jane Street, an estimated $1.19M sold.
Based on aggregated 13F filings for Q4 2017.