iShares Russell Top 200 ETF
51 hedge funds and large institutions have $132M invested in iShares Russell Top 200 ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.
100% more funds holding in top 10
Funds holding in top 10: 1 → 2 (+1)
100% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 5
23% more capital invested
Capital invested by funds: $108M → $132M (+$24.4M)
11% more funds holding
Funds holding: 46 → 51 (+5)
7.68% more ownership
Funds ownership: 44.28% → 51.96% (+7.7%)
0% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 15
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$16.4M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
+$2.63M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$1.9M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$1.88M |
| 5 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$732K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Citadel Advisors
Miami,
Florida
|
-$2.42M |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$890K |
| 3 |
LPL Financial
San Diego,
California
|
-$617K |
| 4 |
NFG
Next Financial Group
Houston,
Texas
|
-$530K |
| 5 |
Mariner
Overland Park,
Kansas
|
-$234K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
51
US Bancorp
Minneapolis,
Minnesota
| $2K | +$2.06K | +30 | New |
|
|
GT
52
Glenmede Trust
Philadelphia,
Pennsylvania
| $15 | – | – | – |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$2.42M | -35,637 | Closed |
|
|
54
Mariner
Overland Park,
Kansas
| – | -$234K | -3,434 | Closed |
|
|
RIA
55
Realta Investment Advisors
Wilmington,
Delaware
| – | -$2K | -35 | Closed |
|
|
RCAG
56
Rehmann Capital Advisory Group
Lansing,
Michigan
| – | -$145 | -2 | Closed |
|
IWL Hedge Fund Activity: Q3 2019 in Review
51 of the 4,560 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2019, worth a combined $132M — up 23% from $108M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IWL positions and 5 closed out — a net gain of 5 holders — while 15 added to existing stakes and 15 trimmed.
The largest buyer was Woodard & Company Asset Management Group, adding an estimated $16.4M. The largest seller was Citadel Advisors, exiting entirely with an estimated $2.42M sold.
- 51 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2019, up from 46 in Q2 2019.
- Funds reported $132M of iShares Russell Top 200 ETF stock for Q3 2019, up 23% quarter-over-quarter.
- 10 funds opened new iShares Russell Top 200 ETF positions in Q3 2019 and 5 closed out, a net change of +5 holders.
- The largest iShares Russell Top 200 ETF buyer in Q3 2019 was Woodard & Company Asset Management Group, an estimated $16.4M added.
- The largest iShares Russell Top 200 ETF seller in Q3 2019 was Citadel Advisors, an estimated $2.42M sold.
Based on aggregated 13F filings for Q3 2019.