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iShares Russell Top 200 ETF
IWL

117 hedge funds and large institutions have $661M invested in iShares Russell Top 200 ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 115 → 117 (+2)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

1.32% less ownership

Funds ownership: 76.96% → 75.64% (-1.3%)

18% less capital invested

Capital invested by funds: $805M → $661M (-$144M)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
38
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
+$30.6M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$7.88M
3
5L
55I LLC
Massachusetts
+$4.18M
4
DL
DOHJ LLC
Washington
+$4.02M
5
GC
Gilbert & Cook
Iowa
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$15.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$10.1M
4
SEM
Strategic Equity Management
Arizona
-$10.1M
5
AWM
AE Wealth Management
Kansas
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
ZIMP
26
Zimmermann Investment Management & Planning
Pennsylvania
$3.53M +$45.6K +469 +1%
SWP
27
ShoreHaven Wealth Partners
New Jersey
$3.51M +$3.8M +39,087 New
US Bancorp
28
US Bancorp
Minnesota
$3.37M -$153K -1,574 -4%
Goldman Sachs
29
Goldman Sachs
New York
$3.29M -$243K -2,499 -6%
CWAG
30
Compton Wealth Advisory Group
Virginia
$2.33M +$102K +1,048 +4%
HF
31
HRT Financial
New York
$2.09M +$2.26M +23,280 New
CAG
32
Csenge Advisory Group
Florida
$2.01M -$281K -2,886 -11%
NIM
33
Nicollet Investment Management
Minnesota
$1.99M +$182K +1,874 +9%
CAN
34
Cetera Advisor Networks
California
$1.99M -$2.19M -22,466 -50%
Wells Fargo
35
Wells Fargo
California
$1.91M +$1.51M +15,492 +270%
JP Morgan Chase
36
JP Morgan Chase
New York
$1.8M – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$1.71M +$723K +7,436 +64%
SWP
38
Stratos Wealth Partners
Ohio
$1.62M -$329K -3,385 -16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.56M -$1.6M -16,468 -49%
GWM
40
Greenwich Wealth Management
Connecticut
$1.5M +$107K +1,095 +14%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M -$354K -3,635 -18%
BF
42
BOK Financial
Oklahoma
$1.44M +$287K +2,950 +23%
CAM
43
Cresset Asset Management
Illinois
$1.38M +$1.21M +12,393 +418%
BWM
44
Boyd Wealth Management
California
$1.33M +$1.22M +12,505 +535%
VA
45
Valmark Advisers
Ohio
$1.29M -$1.53M -15,696 -52%
LNC
46
Lincoln National Corp
Pennsylvania
$1.24M +$80.9K +832 +6%
ML
47
McAdam LLC
Pennsylvania
$1.24M +$1.34M +13,806 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.16M -$3.18M -32,737 -72%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$1.15M -$113K -1,164 -8%
FPCG
50
Forum Private Client Group
Indiana
$1.14M +$2.72K +28 +0.2%
1
2
3 4 5

IWL Hedge Fund Activity: Q2 2022 in Review

117 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2022, worth a combined $661M — down 18% from $805M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWL positions and 15 closed out — a net gain of 3 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was McKinley Carter Wealth Services, adding an estimated $30.6M. The largest seller was Ameriprise, cutting an estimated $15.3M.

  • 117 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2022, up from 115 in Q1 2022.
  • Funds reported $661M of iShares Russell Top 200 ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 ETF positions in Q2 2022 and 15 closed out, a net change of +3 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2022 was McKinley Carter Wealth Services, an estimated $30.6M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2022 was Ameriprise, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.