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iShares Russell Top 200 ETF
IWL

91 hedge funds and large institutions have $609M invested in iShares Russell Top 200 ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

0% more funds holding

Funds holding: 91 → 91 (0)

0% more funds holding in top 10

Funds holding in top 10: 7 → 7 (0)

0% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 6

3% less repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 30

2.25% less ownership

Funds ownership: 72.26% → 70.01% (-2.3%)

8% less capital invested

Capital invested by funds: $659M → $609M (-$49.5M)

Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
6
Increased
29
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
GC
Gilbert & Cook
Iowa
+$10.3M
2
CFD
Creative Financial Designs
Indiana
+$3.61M
3
VAS
Valicenti Advisory Services
New York
+$2.16M
4
CAL
Capital Analysts LLC
Pennsylvania
+$1.45M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$1.09M

Top Sellers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$23.6M
2
Osaic Holdings
Osaic Holdings
Arizona
-$21.9M
3
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$20.7M
4
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$16.1M
5
FCBT
First Citizens Bank & Trust
North Carolina
-$3.01M
Name Holding Trade Value Shares
Change 		Change in
Stake
VAS
26
Valicenti Advisory Services
New York
$2.21M +$2.16M +23,288 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.19M -$726K -7,835 -25%
SWP
28
Stratos Wealth Partners
Ohio
$1.99M +$540K +5,826 +38%
CWAG
29
Compton Wealth Advisory Group
Virginia
$1.98M -$10.2K -110 -0.5%
JP Morgan Chase
30
JP Morgan Chase
New York
$1.9M – – –
GWM
31
Greenwich Wealth Management
Connecticut
$1.83M +$43.1K +465 +6%
VA
32
Valmark Advisers
Ohio
$1.67M -$1.2M -12,992 -42%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.6M -$1.46M -15,786 -48%
CAL
34
Capital Analysts LLC
Pennsylvania
$1.48M +$1.45M +15,621 New
MFW
35
Meristem Family Wealth
Minnesota
$1.45M – – –
CF
36
Centaurus Financial
California
$1.33M +$81.9K +884 +7%
CAG
37
Csenge Advisory Group
Florida
$1.3M +$421K +4,541 +52%
EA
38
Efficient Advisors
Ohio
$1.05M -$98.6K -1,064 -9%
BF
39
BOK Financial
Oklahoma
$1.04M – – –
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$1.03M -$16.1M -173,817 -94%
CWM
41
Cahaba Wealth Management
Georgia
$1.03M +$1.3K +14 +0.1%
MIAN
42
Mariner Independent Advisor Network
Kansas
$1.03M +$1.01M +10,878 New
HNB
43
Huntington National Bank
Ohio
$1.02M – – –
NIM
44
Nicollet Investment Management
Minnesota
$1.01M +$110K +1,183 +13%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$968K -$2.85M -30,753 -75%
UBS Group
46
UBS Group
Switzerland
$956K +$86.4K +933 +10%
OGF
47
Orin Green Financial
California
$911K -$13.2K -143 -1%
JMPWA
48
JP Morgan Private Wealth Advisors
California
$882K – – –
TFS
49
Thoroughbred Financial Services
Tennessee
$820K +$40.9K +442 +5%
MML Investors Services
50
MML Investors Services
Massachusetts
$780K -$2.22K -24 -0.3%
1
2
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IWL Hedge Fund Activity: Q1 2021 in Review

91 of the 5,695 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2021, worth a combined $609M — down 7.5% from $659M a quarter earlier.

Fund positioning in IWL was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 30 trimmed.

The largest buyer was Gilbert & Cook, adding an estimated $10.3M. The largest seller was Envestnet Asset Management, cutting an estimated $23.6M.

  • 91 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2021, unchanged from Q4 2020.
  • Funds reported $609M of iShares Russell Top 200 ETF stock for Q1 2021, down 7.5% quarter-over-quarter.
  • 6 funds opened new iShares Russell Top 200 ETF positions in Q1 2021 and 6 closed out, a net change of 0 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q1 2021 was Gilbert & Cook, an estimated $10.3M added.
  • The largest iShares Russell Top 200 ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $23.6M sold.

Based on aggregated 13F filings for Q1 2021.