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iShares Russell Top 200 ETF

46 hedge funds and large institutions have $108M invested in iShares Russell Top 200 ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more capital invested

Capital invested by funds: $108M → $108M (+$178K)

0% more funds holding

Funds holding: 4646 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.92% less ownership

Funds ownership: 48.2%44.28% (-3.9%)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cambridge Investment Research Advisors
26
Cambridge Investment Research Advisors
Iowa
$426K -$33.9K -507 -7%
W
27
WealthStone
Ohio
$370K
Wells Fargo
28
Wells Fargo
California
$314K +$82.1K +1,227 +36%
RC
29
RegentAtlantic Capital
New Jersey
$310K
BFG
30
Bouchey Financial Group
New York
$284K -$1.34K -20 -0.5%
WPSG
31
Wealth & Pension Services Group
Georgia
$273K -$7.89K -118 -3%
FAAS
32
First Allied Advisory Services
California
$262K +$258K +3,857 New
Mariner
33
Mariner
Kansas
$234K
AFC
34
AFT Forsyth & Company
Florida
$232K
WCAMG
35
Woodard & Company Asset Management Group
North Carolina
$231K +$227K +3,400 New
LTFS
36
Ladenburg Thalmann Financial Services
Florida
$215K +$26.5K +396 +14%
Royal Bank of Canada
37
Royal Bank of Canada
Ontario, Canada
$187K +$56.8K +850 +45%
FHA
38
Flagship Harbor Advisors
Massachusetts
$120K
Fidelity Investments
39
Fidelity Investments
Massachusetts
$105K +$103K +1,547 New
EIP
40
Ellis Investment Partners
Pennsylvania
$88K +$86.4K +1,292 New
Citigroup
41
Citigroup
New York
$54K -$2.67K -40 -5%
APA
42
American Portfolios Advisors
New York
$19.5K
PO
43
Private Ocean
California
$15K +$15.4K +230 New
PCG
44
Private Capital Group
Connecticut
$11K
RIA
45
Realta Investment Advisors
Delaware
$2K +$2.34K +35 New
RCAG
46
Rehmann Capital Advisory Group
Michigan
$145
GT
47
Glenmede Trust
Pennsylvania
$15 +$15.1K +226 New
GWM
48
Greenwich Wealth Management
Connecticut
-$7.33M -47,871 Closed
Susquehanna International Group
49
Susquehanna International Group
Pennsylvania
-$2.85M -43,482 Closed
Jane Street
50
Jane Street
New York
-$1.01M -15,454 Closed

IWL Hedge Fund Activity: Q2 2019 in Review

46 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2019, worth a combined $108M — up 0.17% from $108M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IWL positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.38M. The largest seller was Greenwich Wealth Management, exiting entirely with an estimated $7.33M sold.

  • 46 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $108M of iShares Russell Top 200 ETF stock for Q2 2019, up 0.17% quarter-over-quarter.
  • 8 funds opened new iShares Russell Top 200 ETF positions in Q2 2019 and 7 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2019 was Citadel Advisors, an estimated $2.38M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2019 was Greenwich Wealth Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q2 2019.