iShares Russell Top 200 ETF
32 hedge funds and large institutions have $58.8M invested in iShares Russell Top 200 ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 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
3% more funds holding
Funds holding: 31 → 32 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
6% less capital invested
Capital invested by funds: $62.8M → $58.8M (-$4.04M)
6.46% less ownership
Funds ownership: 43.19% → 36.73% (-6.5%)
27% less repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
+$2.95M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
+$1.72M |
| 3 |
Citadel Advisors
Miami,
Florida
|
+$1.52M |
| 4 |
CJA
C-J Advisory
San Jose,
California
|
+$554K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
+$357K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SG Americas Securities
New York
|
-$782K |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$538K |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$493K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$342K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$200K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AG
26
Advisor Group
Phoenix,
Arizona
| $102K | -$1.45K | -23 | -1% |
|
27
BlackRock
New York
| $96K | -$1.14K | -18 | -1% |
|
28
Citigroup
New York
| $71K | – | – | – |
|
|
APA
29
American Portfolios Advisors
Holbrook,
New York
| $11.2K | – | – | – |
|
|
PCG
30
Private Capital Group
West Hartford,
Connecticut
| $11K | – | – | – |
|
31
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
RCAG
32
Rehmann Capital Advisory Group
Lansing,
Michigan
| $1K | +$504 | +8 | New |
|
|
33
SG Americas Securities
New York
| – | -$782K | -12,721 | Closed |
|
|
34
Mariner
Overland Park,
Kansas
| – | -$200K | -3,251 | Closed |
|
|
FAAS
35
First Allied Advisory Services
San Diego,
California
| – | -$27K | -441 | Closed |
|
IWL Hedge Fund Activity: Q1 2018 in Review
32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2018, worth a combined $58.8M — down 6.4% from $62.8M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IWL positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.
The largest buyer was Jane Street, opening a new position worth an estimated $2.95M. The largest seller was SG Americas Securities, exiting entirely with an estimated $782K sold.
- 32 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2018, up from 31 in Q4 2017.
- Funds reported $58.8M of iShares Russell Top 200 ETF stock for Q1 2018, down 6.4% quarter-over-quarter.
- 5 funds opened new iShares Russell Top 200 ETF positions in Q1 2018 and 3 closed out, a net change of +2 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2018 was Jane Street, an estimated $2.95M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2018 was SG Americas Securities, an estimated $782K sold.
Based on aggregated 13F filings for Q1 2018.