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iShares Russell Top 200 ETF
IWL

117 hedge funds and large institutions have $796M invested in iShares Russell Top 200 ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

667% more first-time investments, than exits

New positions opened: 23 | Existing positions closed: 3

22% more capital invested

Capital invested by funds: $653M → $796M (+$143M)

18% more funds holding

Funds holding: 99 → 117 (+18)

14% more funds holding in top 10

Funds holding in top 10: 7 → 8 (+1)

4.93% more ownership

Funds ownership: 72.53% → 77.45% (+4.9%)

3% less repeat investments, than reductions

Existing positions increased: 36 | Existing positions reduced: 37

Holders
117
Holders Change
+18
Holders Change %
+18.18%
% of All Funds
1.8%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.12%
New
23
Increased
36
Reduced
37
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
FCBT
First Citizens Bank & Trust
North Carolina
+$34.2M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$32.7M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$4.56M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.8M
5
JWM
Jackson Wealth Management
Florida
+$2.67M

Top Sellers

Rank Fund Capital Flow
1
HH
Hilltop Holdings
Texas
-$11.4M
2
Goldman Sachs
Goldman Sachs
New York
-$2.55M
3
CCA
Childress Capital Advisors
Texas
-$2.36M
4
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
-$1.79M
5
FTUS
Flow Traders U.S.
New York
-$1.48M
Name Holding Trade Value Shares
Change 		Change in
Stake
RJFSA
26
Raymond James Financial Services Advisors
Florida
$2.83M +$802K +7,271 +41%
CWAG
27
Compton Wealth Advisory Group
Virginia
$2.77M +$239K +2,171 +10%
JWM
28
Jackson Wealth Management
Florida
$2.76M +$2.67M +24,214 New
PFGIA
29
Patriot Financial Group Insurance Agency
Massachusetts
$2.75M +$23K +209 +0.9%
SWP
30
Stratos Wealth Partners
Ohio
$2.44M – – –
Jane Street
31
Jane Street
New York
$2.37M +$2.29M +20,806 New
Cambridge Investment Research Advisors
32
Cambridge Investment Research Advisors
Iowa
$2.36M -$1.79M -16,242 -44%
JP Morgan Chase
33
JP Morgan Chase
New York
$2.28M – – –
NIM
34
Nicollet Investment Management
Minnesota
$2.17M -$37.1K -336 -2%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$2.15M -$208K -1,888 -9%
HH
36
Hilltop Holdings
Texas
$1.96M -$11.4M -103,520 -86%
Citadel Advisors
37
Citadel Advisors
Florida
$1.9M -$569K -5,157 -24%
MFW
38
Meristem Family Wealth
Minnesota
$1.74M – – –
GWM
39
Greenwich Wealth Management
Connecticut
$1.65M -$32.6K -296 -4%
BF
40
BOK Financial
Oklahoma
$1.49M +$2.76K +25 +0.2%
MIAN
41
Mariner Independent Advisor Network
Kansas
$1.44M +$9.37K +85 +0.7%
CF
42
Centaurus Financial
California
$1.44M +$882 +8 +0.1%
CAG
43
Csenge Advisory Group
Florida
$1.37M +$21.7K +197 +2%
CAL
44
Capital Analysts LLC
Pennsylvania
$1.36M +$36.1K +327 +3%
Goldman Sachs
45
Goldman Sachs
New York
$1.34M -$2.55M -23,149 -66%
LNC
46
Lincoln National Corp
Pennsylvania
$1.26M +$281K +2,546 +30%
MML Investors Services
47
MML Investors Services
Massachusetts
$1.15M -$72.1K -654 -6%
HNB
48
Huntington National Bank
Ohio
$1.11M – – –
OGF
49
Orin Green Financial
California
$1.11M -$3.53K -32 -0.3%
CWM
50
Cahaba Wealth Management
Georgia
$1.08M -$91.3K -828 -8%
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IWL Hedge Fund Activity: Q4 2021 in Review

117 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2021, worth a combined $796M — up 22% from $653M a quarter earlier.

Buyers outnumbered sellers: 23 funds opened new IWL positions and 3 closed out — a net gain of 20 holders — while 36 added to existing stakes and 37 trimmed.

The largest buyer was First Citizens Bank & Trust, adding an estimated $34.2M. The largest seller was Hilltop Holdings, cutting an estimated $11.4M.

  • 117 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2021, up from 99 in Q3 2021.
  • Funds reported $796M of iShares Russell Top 200 ETF stock for Q4 2021, up 22% quarter-over-quarter.
  • 23 funds opened new iShares Russell Top 200 ETF positions in Q4 2021 and 3 closed out, a net change of +20 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2021 was First Citizens Bank & Trust, an estimated $34.2M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2021 was Hilltop Holdings, an estimated $11.4M sold.

Based on aggregated 13F filings for Q4 2021.