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iShares Russell Top 200 ETF

92 hedge funds and large institutions have $712M invested in iShares Russell Top 200 ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $609M → $712M (+$103M)

1% more funds holding

Funds holding: 9192 (+1)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

1.7% less ownership

Funds ownership: 70.01%68.31% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.6%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
7
Increased
30
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.35M -$921K -9,226 -29%
VA
27
Valmark Advisers
Ohio
$2.23M +$405K +4,057 +23%
CWAG
28
Compton Wealth Advisory Group
Virginia
$2.21M +$62.2K +623 +3%
SWP
29
Stratos Wealth Partners
Ohio
$2.1M -$60K -601 -3%
JP Morgan Chase
30
JP Morgan Chase
New York
$2.06M
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.81M -$2.14M -21,468 -55%
GWM
32
Greenwich Wealth Management
Connecticut
$1.76M -$59.7K -598 -7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.63M -$99.9K -1,001 -6%
MFW
34
Meristem Family Wealth
Minnesota
$1.57M
NIM
35
Nicollet Investment Management
Minnesota
$1.5M +$392K +3,928 +37%
CAG
36
Csenge Advisory Group
Florida
$1.37M +$3.39K +34 +0.3%
CAL
37
Capital Analysts LLC
Pennsylvania
$1.34M -$256K -2,562 -16%
CF
38
Centaurus Financial
California
$1.32M -$127K -1,272 -9%
MIAN
39
Mariner Independent Advisor Network
Kansas
$1.25M +$129K +1,289 +12%
EA
40
Efficient Advisors
Ohio
$1.09M -$46.2K -463 -4%
CWM
41
Cahaba Wealth Management
Georgia
$1.09M -$55.5K -556 -5%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.08M +$232K +2,322 +28%
WCAMG
43
Woodard & Company Asset Management Group
North Carolina
$1.08M -$43.9K -440 -4%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.07M -$1.27M -12,723 -55%
HNB
45
Huntington National Bank
Ohio
$1.07M
OGF
46
Orin Green Financial
California
$989K
JMPWA
47
JP Morgan Private Wealth Advisors
California
$958K
TFS
48
Thoroughbred Financial Services
Tennessee
$921K +$30.2K +303 +3%
UBS Group
49
UBS Group
Switzerland
$844K -$188K -1,884 -19%
LNC
50
Lincoln National Corp
Pennsylvania
$659K +$229K +2,295 +56%

IWL Hedge Fund Activity: Q2 2021 in Review

92 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2021, worth a combined $712M — up 17% from $609M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IWL positions and 5 closed out — a net gain of 2 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was Grant Street Asset Management, adding an estimated $15M. The largest seller was Strategic Equity Management, cutting an estimated $12.1M.

  • 92 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2021, up from 91 in Q1 2021.
  • Funds reported $712M of iShares Russell Top 200 ETF stock for Q2 2021, up 17% quarter-over-quarter.
  • 7 funds opened new iShares Russell Top 200 ETF positions in Q2 2021 and 5 closed out, a net change of +2 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2021 was Grant Street Asset Management, an estimated $15M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2021 was Strategic Equity Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2021.