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iShares Russell Top 200 ETF
IWL

72 hedge funds and large institutions have $309M invested in iShares Russell Top 200 ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

167% more capital invested

Capital invested by funds: $116M → $309M (+$194M)

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

33% more funds holding

Funds holding: 54 → 72 (+18)

20.58% more ownership

Funds ownership: 31% → 51.58% (+21%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
72
Holders Change
+18
Holders Change %
+33.33%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
19
Increased
17
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BF
BOK Financial
Oklahoma
+$45.9M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$32.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.9M
4
Ameriprise
Ameriprise
Minnesota
+$13.8M
5
Bank of America
Bank of America
North Carolina
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$800K
2
CJA
C-J Advisory
California
-$636K
3
HighTower Advisors
HighTower Advisors
Illinois
-$540K
4
Osaic Holdings
Osaic Holdings
Arizona
-$311K
5
BWA
Beam Wealth Advisors
Louisiana
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
26
Greenwich Wealth Management
Connecticut
$1.14M -$158K -2,265 -22%
MFW
27
Meristem Family Wealth
Minnesota
$1.13M – – –
SWP
28
Stratos Wealth Partners
Ohio
$1.09M -$195K -2,784 -16%
EA
29
Efficient Advisors
Ohio
$1.07M -$35.9K -513 -3%
CWM
30
Cahaba Wealth Management
Georgia
$855K -$34.2K -489 -4%
HNB
31
Huntington National Bank
Ohio
$820K – – –
UB
32
UMB Bank
Missouri
$738K +$55K +786 +9%
GG
33
GenWealth Group
New Jersey
$719K – – –
JMPWA
34
JP Morgan Private Wealth Advisors
California
$690K – – –
UBS Group
35
UBS Group
Switzerland
$678K -$85.5K -1,222 -12%
TFS
36
Thoroughbred Financial Services
Tennessee
$621K +$101K +1,450 +21%
Wells Fargo
37
Wells Fargo
California
$619K +$326K +4,661 +126%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$514K +$190K +2,715 +64%
CWAG
39
Compton Wealth Advisory Group
Virginia
$496K +$469K +6,704 New
Northern Trust
40
Northern Trust
Illinois
$481K -$14.1K -201 -3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$456K +$3.36K +48 +0.8%
LIM
42
Leavell Investment Management
Alabama
$420K -$62.6K -895 -14%
SFS
43
Sowell Financial Services
Arkansas
$405K -$52.6K -751 -12%
BWA
44
Beam Wealth Advisors
Louisiana
$390K -$253K -3,622 -41%
RJA
45
Raymond James & Associates
Florida
$357K +$69K +986 +26%
RC
46
RegentAtlantic Capital
New Jersey
$337K – – –
CF
47
Centaurus Financial
California
$328K +$310K +4,435 New
MA
48
MONECO Advisors
Connecticut
$291K – – –
FAAS
49
First Allied Advisory Services
California
$282K – – –
BFG
50
Bouchey Financial Group
New York
$274K – – –
1
2
3

IWL Hedge Fund Activity: Q2 2020 in Review

72 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2020, worth a combined $309M — up 167% from $116M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IWL positions and 1 closed out — a net gain of 18 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was BOK Financial, opening a new position worth an estimated $45.9M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $800K.

  • 72 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2020, up from 54 in Q1 2020.
  • Funds reported $309M of iShares Russell Top 200 ETF stock for Q2 2020, up 167% quarter-over-quarter.
  • 19 funds opened new iShares Russell Top 200 ETF positions in Q2 2020 and 1 closed out, a net change of +18 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2020 was BOK Financial, an estimated $45.9M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2020 was Woodard & Company Asset Management Group, an estimated $800K sold.

Based on aggregated 13F filings for Q2 2020.