iShares Russell Top 200 ETF
62 hedge funds and large institutions have $155M invested in iShares Russell Top 200 ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 1 closing their positions.
1,200% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 1
100% more funds holding in top 10
Funds holding in top 10: 2 → 4 (+2)
22% more funds holding
Funds holding: 51 → 62 (+11)
17% more capital invested
Capital invested by funds: $132M → $155M (+$22.8M)
3.24% more ownership
Funds ownership: 51.96% → 55.2% (+3.2%)
52% less repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 23
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$3.26M |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$3.17M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$713K |
| 4 |
LPL Financial
San Diego,
California
|
+$336K |
| 5 |
LNC
Lincoln National Corp
Radnor,
Pennsylvania
|
+$193K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$2.83M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$1.8M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$1.32M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$1.32M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$555K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
JSC
51
Jackson Square Capital
San Francisco,
California
| $68K | +$64.8K | +903 | New |
|
52
Citigroup
New York
| $54K | -$1.08K | -15 | -2% |
|
|
APA
53
American Portfolios Advisors
Holbrook,
New York
| $19.6K | – | – | – |
|
|
PO
54
Private Ocean
San Rafael,
California
| $18K | – | – | – |
|
|
TCWM
55
Total Clarity Wealth Management
St. Charles,
Illinois
| $18K | +$17.1K | +239 | New |
|
|
GT
56
Glenmede Trust
Philadelphia,
Pennsylvania
| $16K | – | – | – |
|
|
PCG
57
Private Capital Group
West Hartford,
Connecticut
| $13K | – | – | – |
|
|
CFA
58
Carroll Financial Associates
Charlotte,
North Carolina
| $11K | +$11.1K | +155 | New |
|
|
SFA
59
Semmax Financial Advisors
Winston Salem,
North Carolina
| $7K | +$6.67K | +93 | New |
|
|
APC
60
Aspire Private Capital
Cornelius,
North Carolina
| $7K | +$6.89K | +96 | New |
|
|
LAS
61
Lloyd Advisory Services
Suwanee,
Georgia
| $3K | +$3.08K | +43 | New |
|
62
BlackRock
New York
| $2K | – | – | – |
|
63
US Bancorp
Minneapolis,
Minnesota
| $2K | – | – | – |
|
64
Jane Street
New York
| – | -$243K | -3,519 | Closed |
|
IWL Hedge Fund Activity: Q4 2019 in Review
62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2019, worth a combined $155M — up 17% from $132M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IWL positions and 1 closed out — a net gain of 12 holders — while 11 added to existing stakes and 23 trimmed.
The largest buyer was Fifth Third Bancorp, adding an estimated $3.26M. The largest seller was BOK Financial, cutting an estimated $2.83M.
- 62 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2019, up from 51 in Q3 2019.
- Funds reported $155M of iShares Russell Top 200 ETF stock for Q4 2019, up 17% quarter-over-quarter.
- 13 funds opened new iShares Russell Top 200 ETF positions in Q4 2019 and 1 closed out, a net change of +12 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2019 was Fifth Third Bancorp, an estimated $3.26M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2019 was BOK Financial, an estimated $2.83M sold.
Based on aggregated 13F filings for Q4 2019.