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iShares Russell Top 200 ETF
IWL

99 hedge funds and large institutions have $653M invested in iShares Russell Top 200 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

8% more funds holding

Funds holding: 92 → 99 (+7)

4.22% more ownership

Funds ownership: 68.31% → 72.53% (+4.2%)

8% less capital invested

Capital invested by funds: $712M → $653M (-$59.1M)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
13
Increased
39
Reduced
24
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
HH
Hilltop Holdings
Texas
+$12.8M
2
DL
DOHJ LLC
Washington
+$3.7M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.56M
5
CCA
Childress Capital Advisors
Texas
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
GSAM
Grant Street Asset Management
Pennsylvania
-$16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$6.23M
4
FCBT
First Citizens Bank & Trust
North Carolina
-$6.09M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
Osaic Holdings
26
Osaic Holdings
Arizona
$2.6M +$189K +1,778 +8%
PFGIA
27
Patriot Financial Group Insurance Agency
Massachusetts
$2.47M -$60.2K -567 -2%
CCA
28
Childress Capital Advisors
Texas
$2.36M +$2.43M +22,932 New
CWAG
29
Compton Wealth Advisory Group
Virginia
$2.29M +$74.1K +698 +3%
Citadel Advisors
30
Citadel Advisors
Florida
$2.25M -$2.16M -20,308 -48%
SWP
31
Stratos Wealth Partners
Ohio
$2.2M +$104K +979 +5%
Cetera Investment Advisers
32
Cetera Investment Advisers
Illinois
$2.14M -$220K -2,073 -9%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.06M – – –
NIM
34
Nicollet Investment Management
Minnesota
$2M +$512K +4,822 +33%
RJFSA
35
Raymond James Financial Services Advisors
Florida
$1.81M +$176K +1,663 +10%
GWM
36
Greenwich Wealth Management
Connecticut
$1.69M +$4.78K +45 +0.6%
MFW
37
Meristem Family Wealth
Minnesota
$1.58M – – –
FTUS
38
Flow Traders U.S.
New York
$1.48M +$1.13M +10,613 +283%
CAG
39
Csenge Advisory Group
Florida
$1.36M -$20.9K -197 -1%
BF
40
BOK Financial
Oklahoma
$1.34M +$1.39M +13,055 New
CF
41
Centaurus Financial
California
$1.3M -$22.4K -211 -2%
MIAN
42
Mariner Independent Advisor Network
Kansas
$1.28M +$29K +273 +2%
CAL
43
Capital Analysts LLC
Pennsylvania
$1.2M -$150K -1,415 -11%
MML Investors Services
44
MML Investors Services
Massachusetts
$1.1M +$17.8K +168 +2%
Mercer Global Advisors
45
Mercer Global Advisors
Colorado
$1.1M -$6.23M -58,720 -85%
OGF
46
Orin Green Financial
California
$1.06M +$74.2K +699 +7%
CWM
47
Cahaba Wealth Management
Georgia
$1.06M -$3.93K -37 -0.4%
WCAMG
48
Woodard & Company Asset Management Group
North Carolina
$1.05M -$31.9K -301 -3%
HNB
49
Huntington National Bank
Ohio
$1M – – –
JMPWA
50
JP Morgan Private Wealth Advisors
California
$970K +$10.8K +102 +1%
1
2
3 4 5

IWL Hedge Fund Activity: Q3 2021 in Review

99 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2021, worth a combined $653M — down 8.3% from $712M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IWL positions and 6 closed out — a net gain of 7 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $12.8M. The largest seller was Grant Street Asset Management, cutting an estimated $16M.

  • 99 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $653M of iShares Russell Top 200 ETF stock for Q3 2021, down 8.3% quarter-over-quarter.
  • 13 funds opened new iShares Russell Top 200 ETF positions in Q3 2021 and 6 closed out, a net change of +7 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q3 2021 was Hilltop Holdings, an estimated $12.8M added.
  • The largest iShares Russell Top 200 ETF seller in Q3 2021 was Grant Street Asset Management, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2021.