iShares Russell Top 200 ETF
46 hedge funds and large institutions have $108M invested in iShares Russell Top 200 ETF in 2019 Q1 according to their latest regulatory filings, with 14 funds opening new positions, 9 increasing their positions, 16 reducing their positions, and 5 closing their positions.
180% more first-time investments, than exits
New positions opened: 14 | Existing positions closed: 5
24% more funds holding
Funds holding: 37 → 46 (+9)
15% more capital invested
Capital invested by funds: $93.5M → $108M (+$14.1M)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
0.33% less ownership
Funds ownership: 48.53% → 48.2% (-0.33%)
44% less repeat investments, than reductions
Existing positions increased: 9 | Existing positions reduced: 16
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$11.4M |
| 2 |
MA
Mutual Advisors
Omaha,
Nebraska
|
+$3.11M |
| 3 |
Goldman Sachs
New York
|
+$1.75M |
| 4 |
RJFSA
Raymond James Financial Services Advisors
St. Petersburg,
Florida
|
+$1.6M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.02M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$17.8M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$4.53M |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
-$2.32M |
| 4 |
HighTower Advisors
Chicago,
Illinois
|
-$632K |
| 5 |
NFG
Next Financial Group
Houston,
Texas
|
-$569K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | -$4K | -62 | Closed |
|
IWL Hedge Fund Activity: Q1 2019 in Review
46 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2019, worth a combined $108M — up 15% from $93.5M a quarter earlier.
Buyers outnumbered sellers: 14 funds opened new IWL positions and 5 closed out — a net gain of 9 holders — while 9 added to existing stakes and 16 trimmed.
The largest buyer was BOK Financial, opening a new position worth an estimated $11.4M. The largest seller was Bank of America, cutting an estimated $17.8M.
- 46 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2019, up from 37 in Q4 2018.
- Funds reported $108M of iShares Russell Top 200 ETF stock for Q1 2019, up 15% quarter-over-quarter.
- 14 funds opened new iShares Russell Top 200 ETF positions in Q1 2019 and 5 closed out, a net change of +9 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2019 was BOK Financial, an estimated $11.4M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2019 was Bank of America, an estimated $17.8M sold.
Based on aggregated 13F filings for Q1 2019.