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iShares Russell Top 200 ETF
IWL

142 hedge funds and large institutions have $779M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

44% more capital invested

Capital invested by funds: $541M → $779M (+$237M)

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

7.37% more ownership

Funds ownership: 61.5% → 68.88% (+7.4%)

4% more funds holding

Funds holding: 136 → 142 (+6)

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.07%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
18
Increased
51
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.6M
2
TF
Tompkins Financial
New York
+$46.9M
3
WA
Win Advisors
Florida
+$21M
4
MCWS
McKinley Carter Wealth Services
West Virginia
+$9.96M
5
DL
DOHJ LLC
Washington
+$9.88M

Top Sellers

Rank Fund Capital Flow
1
SEM
Strategic Equity Management
Arizona
-$17.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$2.14M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.91M
4
SAG
SageView Advisory Group
California
-$1.87M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
26
VOYA Investment Management
Georgia
$7.62M +$3.07M +28,421 +75%
AWA
27
Arkadios Wealth Advisors
Georgia
$7.57M -$166K -1,537 -2%
BF
28
BOK Financial
Oklahoma
$7.24M +$6.62M +61,196 +3,632%
HighTower Advisors
29
HighTower Advisors
Illinois
$6.94M -$2.14M -19,780 -25%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$5.25M +$417K +3,859 +9%
Osaic Holdings
31
Osaic Holdings
Arizona
$5.12M -$1.91M -17,620 -28%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.98M +$466K +4,305 +11%
SWP
33
ShoreHaven Wealth Partners
New Jersey
$4.97M -$60.4K -558 -1%
NIM
34
Nicollet Investment Management
Minnesota
$4.91M -$37.1K -343 -0.8%
FL
35
FreeGulliver LLC
Louisiana
$4.8M +$4.51M +41,690 New
NFW
36
Noble Family Wealth
Florida
$3.93M -$10.8K -100 -0.3%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.55M -$384K -3,551 -10%
Wells Fargo
38
Wells Fargo
California
$3.41M -$9.63K -89 -0.3%
9WM
39
9258 Wealth Management
Ohio
$3.31M +$303K +2,801 +11%
LNC
40
Lincoln National Corp
Pennsylvania
$3.2M +$692K +6,393 +30%
UBS Group
41
UBS Group
Switzerland
$3.08M +$341K +3,151 +13%
AAS
42
Asset Allocation Strategies
Michigan
$3M +$538K +4,971 +24%
SFS
43
Sowell Financial Services
Arkansas
$2.58M +$2.42M +22,403 New
SWP
44
Stratos Wealth Partners
Ohio
$2.57M +$1.73K +16 +0.1%
CAM
45
Cresset Asset Management
Illinois
$2.54M +$463K +4,278 +28%
Two Sigma Investments
46
Two Sigma Investments
New York
$2.36M +$2.22M +20,500 New
ZIMP
47
Zimmermann Investment Management & Planning
Pennsylvania
$2.31M -$96.9K -896 -4%
GSAM
48
Grant Street Asset Management
Pennsylvania
$2.31M -$26.4K -244 -1%
TFS
49
Thoroughbred Financial Services
Tennessee
$2.27M -$179K -1,652 -8%
FCM
50
Family Capital Management
Michigan
$2.26M – – –
1
2
3 4 5

IWL Hedge Fund Activity: Q4 2023 in Review

142 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2023, worth a combined $779M — up 44% from $541M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWL positions and 12 closed out — a net gain of 6 holders — while 51 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.6M. The largest seller was Strategic Equity Management, cutting an estimated $17.2M.

  • 142 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $779M of iShares Russell Top 200 ETF stock for Q4 2023, up 44% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 ETF positions in Q4 2023 and 12 closed out, a net change of +6 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $54.6M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2023 was Strategic Equity Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2023.