iShares Russell Top 200 ETF
37 hedge funds and large institutions have $67.1M invested in iShares Russell Top 200 ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.
167% more first-time investments, than exits
New positions opened: 8 | Existing positions closed: 3
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
16% more funds holding
Funds holding: 32 → 37 (+5)
14% more capital invested
Capital invested by funds: $58.8M → $67.1M (+$8.33M)
5.45% more ownership
Funds ownership: 36.73% → 42.18% (+5.5%)
36% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 11
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$8.35M |
| 2 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.85M |
| 3 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
+$1.69M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
+$542K |
| 5 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$408K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Jane Street
New York
|
-$2.2M |
| 2 |
AL
AJO LP
Philadelphia,
Pennsylvania
|
-$1.66M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.47M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.13M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$681K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LTFS
26
Ladenburg Thalmann Financial Services
Miami,
Florida
| $128K | – | – | – |
|
27
JP Morgan Chase
New York
| $120K | – | – | – |
|
|
AG
28
Advisor Group
Phoenix,
Arizona
| $116K | +$9.98K | +160 | +10% |
|
29
BlackRock
New York
| $99K | -$624 | -10 | -0.6% |
|
30
Citigroup
New York
| $74K | – | – | – |
|
31
Deutsche Bank
Frankfurt Am Main Ge,
Germany
| $19K | +$18.7K | +300 | New |
|
|
IA
32
IFP Advisors
Tampa,
Florida
| $15K | +$14.6K | +234 | New |
|
|
APA
33
American Portfolios Advisors
Holbrook,
New York
| $11.6K | – | – | – |
|
|
PCG
34
Private Capital Group
West Hartford,
Connecticut
| $10K | – | – | – |
|
35
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
FHA
36
Flagship Harbor Advisors
Boston,
Massachusetts
| $2K | +$2.5K | +40 | New |
|
|
RCAG
37
Rehmann Capital Advisory Group
Lansing,
Michigan
| $132 | -$374 | -6 | -75% |
|
|
AL
38
AJO LP
Philadelphia,
Pennsylvania
| – | -$1.66M | -27,326 | Closed |
|
|
39
Citadel Advisors
Miami,
Florida
| – | -$1.47M | -24,142 | Closed |
|
|
NFG
40
Next Financial Group
Houston,
Texas
| – | -$344K | -5,667 | Closed |
|
IWL Hedge Fund Activity: Q2 2018 in Review
37 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2018, worth a combined $67.1M — up 14% from $58.8M a quarter earlier.
Buyers outnumbered sellers: 8 funds opened new IWL positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 11 trimmed.
The largest buyer was Hilltop Holdings, opening a new position worth an estimated $8.35M. The largest seller was Jane Street, cutting an estimated $2.2M.
- 37 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2018, up from 32 in Q1 2018.
- Funds reported $67.1M of iShares Russell Top 200 ETF stock for Q2 2018, up 14% quarter-over-quarter.
- 8 funds opened new iShares Russell Top 200 ETF positions in Q2 2018 and 3 closed out, a net change of +5 holders.
- The largest iShares Russell Top 200 ETF buyer in Q2 2018 was Hilltop Holdings, an estimated $8.35M added.
- The largest iShares Russell Top 200 ETF seller in Q2 2018 was Jane Street, an estimated $2.2M sold.
Based on aggregated 13F filings for Q2 2018.