We are live on ! Find out more
IWL icon

iShares Russell Top 200 ETF

62 hedge funds and large institutions have $155M invested in iShares Russell Top 200 ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more funds holding

Funds holding: 5162 (+11)

17% more capital invested

Capital invested by funds: $132M → $155M (+$22.8M)

3.24% more ownership

Funds ownership: 51.96%55.2% (+3.2%)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
13
Increased
11
Reduced
23
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
26
UBS Group
Switzerland
$720K -$17.9K -250 -3%
JMPWA
27
JP Morgan Private Wealth Advisors
California
$704K +$3.59K +50 +0.5%
AWM
28
AE Wealth Management
Kansas
$695K -$1.32M -18,365 -67%
SS
29
Simplicity Solutions
Minnesota
$680K -$1.32M -18,365 -67%
HNB
30
Huntington National Bank
Ohio
$584K
Royal Bank of Canada
31
Royal Bank of Canada
Ontario, Canada
$559K -$24.4K -340 -4%
OFG
32
Omega Financial Group
California
$554K -$2.65K -37 -0.5%
TFS
33
Thoroughbred Financial Services
Tennessee
$532K
LIM
34
Leavell Investment Management
Alabama
$494K
CA
35
Cetera Advisors
Colorado
$469K +$41.5K +578 +10%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$424K -$96.8K -1,350 -19%
W
37
WealthStone
Ohio
$410K
PP
38
Pegasus Partners
Wisconsin
$381K
RC
39
RegentAtlantic Capital
New Jersey
$342K
FAAS
40
First Allied Advisory Services
California
$318K +$2.29K +32 +0.8%
BFG
41
Bouchey Financial Group
New York
$278K -$8.25K -115 -3%
Wells Fargo
42
Wells Fargo
California
$277K -$59.2K -825 -18%
AFC
43
AFT Forsyth & Company
Florida
$256K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$221K -$16.9K -235 -6%
LNC
45
Lincoln National Corp
Pennsylvania
$203K +$193K +2,697 New
PFGIA
46
Patriot Financial Group Insurance Agency
Massachusetts
$140K +$134K +1,866 New
FHA
47
Flagship Harbor Advisors
Massachusetts
$139K
NFG
48
Next Financial Group
Texas
$132K -$12.8K -179 -9%
Fidelity Investments
49
Fidelity Investments
Massachusetts
$116K -$72 -1 -0.1%
EIP
50
Ellis Investment Partners
Pennsylvania
$99K +$574 +8 +0.6%

IWL Hedge Fund Activity: Q4 2019 in Review

62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2019, worth a combined $155M — up 17% from $132M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IWL positions and 1 closed out — a net gain of 12 holders — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $3.26M. The largest seller was BOK Financial, cutting an estimated $2.83M.

  • 62 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2019, up from 51 in Q3 2019.
  • Funds reported $155M of iShares Russell Top 200 ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 13 funds opened new iShares Russell Top 200 ETF positions in Q4 2019 and 1 closed out, a net change of +12 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2019 was Fifth Third Bancorp, an estimated $3.26M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2019 was BOK Financial, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2019.