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iShares Russell Top 200 ETF
IWL

91 hedge funds and large institutions have $659M invested in iShares Russell Top 200 ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

37% more capital invested

Capital invested by funds: $480M → $659M (+$178M)

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more funds holding

Funds holding: 80 → 91 (+11)

12.12% more ownership

Funds ownership: 60.15% → 72.26% (+12%)

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
16
Increased
30
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.6M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$44.1M
3
GC
Gilbert & Cook
Iowa
+$24.1M
4
Ameriprise
Ameriprise
Minnesota
+$14.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$9.12M

Top Sellers

Rank Fund Capital Flow
1
BF
BOK Financial
Oklahoma
-$64.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.96M
3
Truist Financial
Truist Financial
North Carolina
-$6.38M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$5.2M
5
MML Investors Services
MML Investors Services
Massachusetts
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
VA
26
Valmark Advisers
Ohio
$2.76M -$2.02M -23,637 -44%
AWA
27
Arkadios Wealth Advisors
Georgia
$2.73M +$2.58M +30,192 New
LPL Financial
28
LPL Financial
California
$2.56M +$192K +2,244 +9%
Cambridge Investment Research Advisors
29
Cambridge Investment Research Advisors
Iowa
$2.46M +$1.78M +20,804 +321%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$2.44M +$138K +1,613 +6%
PFGIA
31
Patriot Financial Group Insurance Agency
Massachusetts
$2.05M +$2.65K +31 +0.1%
CWAG
32
Compton Wealth Advisory Group
Virginia
$1.89M +$37.3K +436 +2%
JP Morgan Chase
33
JP Morgan Chase
New York
$1.81M – – –
GWM
34
Greenwich Wealth Management
Connecticut
$1.53M +$32.9K +385 +5%
MFW
35
Meristem Family Wealth
Minnesota
$1.38M – – –
SWP
36
Stratos Wealth Partners
Ohio
$1.37M – – –
UB
37
UMB Bank
Missouri
$1.22M +$307K +3,587 +36%
CF
38
Centaurus Financial
California
$1.19M +$1.13M +13,195 New
EA
39
Efficient Advisors
Ohio
$1.1M -$136K -1,586 -12%
CWM
40
Cahaba Wealth Management
Georgia
$1M -$7.01K -82 -0.7%
BF
41
BOK Financial
Oklahoma
$993K -$64.1M -749,580 -99%
HNB
42
Huntington National Bank
Ohio
$973K – – –
OGF
43
Orin Green Financial
California
$881K +$834K +9,759 New
GG
44
GenWealth Group
New Jersey
$870K – – –
NIM
45
Nicollet Investment Management
Minnesota
$854K +$809K +9,460 New
JMPWA
46
JP Morgan Private Wealth Advisors
California
$841K – – –
Truist Financial
47
Truist Financial
North Carolina
$829K -$6.38M -74,636 -89%
UBS Group
48
UBS Group
Switzerland
$827K +$427 +5 +0.1%
CAG
49
Csenge Advisory Group
Florida
$781K -$275K -3,212 -27%
MML Investors Services
50
MML Investors Services
Massachusetts
$746K -$3.06M -35,796 -81%
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IWL Hedge Fund Activity: Q4 2020 in Review

91 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2020, worth a combined $659M — up 37% from $480M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IWL positions and 3 closed out — a net gain of 13 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $48.6M. The largest seller was BOK Financial, cutting an estimated $64.1M.

  • 91 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2020, up from 80 in Q3 2020.
  • Funds reported $659M of iShares Russell Top 200 ETF stock for Q4 2020, up 37% quarter-over-quarter.
  • 16 funds opened new iShares Russell Top 200 ETF positions in Q4 2020 and 3 closed out, a net change of +13 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $48.6M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2020 was BOK Financial, an estimated $64.1M sold.

Based on aggregated 13F filings for Q4 2020.