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iShares Russell Top 200 ETF
IWL

54 hedge funds and large institutions have $116M invested in iShares Russell Top 200 ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

13% less funds holding

Funds holding: 62 → 54 (-8)

24.2% less ownership

Funds ownership: 55.2% → 31% (-24%)

25% less capital invested

Capital invested by funds: $155M → $116M (-$39.2M)

35% less first-time investments, than exits

New positions opened: 11 | Existing positions closed: 17

50% less funds holding in top 10

Funds holding in top 10: 4 → 2 (-2)

55% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 22

Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
11
Increased
10
Reduced
22
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$18.1M
2
Truist Financial
Truist Financial
North Carolina
+$3.69M
3
PP
Pegasus Partners
Wisconsin
+$1.4M
4
Ameriprise
Ameriprise
Minnesota
+$1.4M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.37M

Top Sellers

Rank Fund Capital Flow
1
LPL Financial
LPL Financial
California
-$12.1M
2
BF
BOK Financial
Oklahoma
-$9.67M
3
SL
Systelligence LLC
Minnesota
-$5.68M
4
MA
Mutual Advisors
Nebraska
-$4.95M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
Name Holding Trade Value Shares
Change 		Change in
Stake
GG
26
GenWealth Group
New Jersey
$593K – – –
JMPWA
27
JP Morgan Private Wealth Advisors
California
$573K -$3.59K -50 -0.5%
UB
28
UMB Bank
Missouri
$565K +$660K +9,186 New
BWA
29
Beam Wealth Advisors
Louisiana
$537K -$1.6M -22,250 -72%
TFS
30
Thoroughbred Financial Services
Tennessee
$427K -$10.8K -150 -2%
Northern Trust
31
Northern Trust
Illinois
$413K +$481K +6,705 New
LIM
32
Leavell Investment Management
Alabama
$404K – – –
SFS
33
Sowell Financial Services
Arkansas
$383K +$447K +6,226 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$376K +$34K +474 +8%
RC
35
RegentAtlantic Capital
New Jersey
$280K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$260K -$231K -3,213 -43%
MA
37
MONECO Advisors
Connecticut
$242K +$282K +3,929 New
RJA
38
Raymond James & Associates
Florida
$236K +$275K +3,835 New
FAAS
39
First Allied Advisory Services
California
$235K -$29.9K -416 -10%
BFG
40
Bouchey Financial Group
New York
$227K – – –
Wells Fargo
41
Wells Fargo
California
$227K +$72 +1 +0%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$146K +$59.7K +832 +54%
FHA
43
Flagship Harbor Advisors
Massachusetts
$114K – – –
NFG
44
Next Financial Group
Texas
$84K -$28.2K -393 -22%
EIP
45
Ellis Investment Partners
Pennsylvania
$76K -$646 -9 -0.7%
JSC
46
Jackson Square Capital
California
$56K – – –
Citigroup
47
Citigroup
New York
$39K -$6.53K -91 -13%
APA
48
American Portfolios Advisors
New York
$16.1K – – –
GT
49
Glenmede Trust
Pennsylvania
$16K – – –
PCG
50
Private Capital Group
Connecticut
$11K – – –
1
2
3

IWL Hedge Fund Activity: Q1 2020 in Review

54 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2020, worth a combined $116M — down 25% from $155M a quarter earlier.

Sellers outnumbered buyers: 17 funds closed out of IWL and 11 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 10 added.

The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $18.1M. The largest seller was LPL Financial, cutting an estimated $12.1M.

  • 54 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2020, down from 62 in Q4 2019.
  • Funds reported $116M of iShares Russell Top 200 ETF stock for Q1 2020, down 25% quarter-over-quarter.
  • 11 funds opened new iShares Russell Top 200 ETF positions in Q1 2020 and 17 closed out, a net change of -6 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $18.1M added.
  • The largest iShares Russell Top 200 ETF seller in Q1 2020 was LPL Financial, an estimated $12.1M sold.

Based on aggregated 13F filings for Q1 2020.