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iShares Russell Top 200 ETF
IWL

51 hedge funds and large institutions have $132M invested in iShares Russell Top 200 ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 1 → 2 (+1)

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

23% more capital invested

Capital invested by funds: $108M → $132M (+$24.4M)

11% more funds holding

Funds holding: 46 → 51 (+5)

7.68% more ownership

Funds ownership: 44.28% → 51.96% (+7.7%)

0% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 15

Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$16.4M
2
Bank of America
Bank of America
North Carolina
+$2.63M
3
AWM
AE Wealth Management
Kansas
+$1.9M
4
SS
Simplicity Solutions
Minnesota
+$1.88M
5
GWM
Greenwich Wealth Management
Connecticut
+$732K

Top Sellers

Rank Fund Capital Flow
1
Citadel Advisors
Citadel Advisors
Florida
-$2.42M
2
BF
BOK Financial
Oklahoma
-$890K
3
LPL Financial
LPL Financial
California
-$617K
4
NFG
Next Financial Group
Texas
-$530K
5
Mariner
Mariner
Kansas
-$234K
Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
26
Omega Financial Group
California
$511K -$10.9K -158 -2%
Fifth Third Bancorp
27
Fifth Third Bancorp
Ohio
$502K +$501K +7,288 New
TFS
28
Thoroughbred Financial Services
Tennessee
$488K +$487K +7,085 New
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$482K +$49.6K +722 +12%
LIM
30
Leavell Investment Management
Alabama
$453K – – –
CA
31
Cetera Advisors
Colorado
$384K +$385K +5,599 New
W
32
WealthStone
Ohio
$375K +$373K +5,435 New
PP
33
Pegasus Partners
Wisconsin
$349K -$215K -3,127 -38%
RC
34
RegentAtlantic Capital
New Jersey
$314K – – –
Wells Fargo
35
Wells Fargo
California
$311K -$6.8K -99 -2%
FAAS
36
First Allied Advisory Services
California
$291K +$23.3K +339 +9%
WPSG
37
Wealth & Pension Services Group
Georgia
$277K – – –
BFG
38
Bouchey Financial Group
New York
$263K -$25.1K -365 -9%
LTFS
39
Ladenburg Thalmann Financial Services
Florida
$253K +$36.6K +533 +17%
Jane Street
40
Jane Street
New York
$243K +$242K +3,519 New
AFC
41
AFT Forsyth & Company
Florida
$235K – – –
NFG
42
Next Financial Group
Texas
$133K -$530K -7,717 -80%
FHA
43
Flagship Harbor Advisors
Massachusetts
$127K +$5.15K +75 +4%
Fidelity Investments
44
Fidelity Investments
Massachusetts
$107K – – –
EIP
45
Ellis Investment Partners
Pennsylvania
$88K +$412 +6 +0.5%
Citigroup
46
Citigroup
New York
$51K -$3.85K -56 -7%
APA
47
American Portfolios Advisors
New York
$18K -$1.72K -25 -9%
PO
48
Private Ocean
California
$16K – – –
PCG
49
Private Capital Group
Connecticut
$12K – – –
BlackRock
50
BlackRock
New York
$2K +$2.06K +30 New
1
2
3

IWL Hedge Fund Activity: Q3 2019 in Review

51 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2019, worth a combined $132M — up 23% from $108M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IWL positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 15 trimmed.

The largest buyer was Woodard & Company Asset Management Group, adding an estimated $16.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.42M sold.

  • 51 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2019, up from 46 in Q2 2019.
  • Funds reported $132M of iShares Russell Top 200 ETF stock for Q3 2019, up 23% quarter-over-quarter.
  • 10 funds opened new iShares Russell Top 200 ETF positions in Q3 2019 and 5 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q3 2019 was Woodard & Company Asset Management Group, an estimated $16.4M added.
  • The largest iShares Russell Top 200 ETF seller in Q3 2019 was Citadel Advisors, an estimated $2.42M sold.

Based on aggregated 13F filings for Q3 2019.