iShares Russell Top 200 ETF
54 hedge funds and large institutions have $116M invested in iShares Russell Top 200 ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 17 closing their positions.
13% less funds holding
Funds holding: 62 → 54 (-8)
24.2% less ownership
Funds ownership: 55.2% → 31% (-24%)
25% less capital invested
Capital invested by funds: $155M → $116M (-$39.2M)
35% less first-time investments, than exits
New positions opened: 11 | Existing positions closed: 17
50% less funds holding in top 10
Funds holding in top 10: 4 → 2 (-2)
55% less repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 22
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$18.1M |
| 2 |
Truist Financial
Charlotte,
North Carolina
|
+$3.69M |
| 3 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$1.4M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$1.4M |
| 5 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$1.37M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
-$12.1M |
| 2 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$9.67M |
| 3 |
SL
Systelligence LLC
Bloomington,
Minnesota
|
-$5.68M |
| 4 |
MA
Mutual Advisors
Omaha,
Nebraska
|
-$4.95M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$3.33M |
IWL Hedge Fund Activity: Q1 2020 in Review
54 of the 4,538 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2020, worth a combined $116M — down 25% from $155M a quarter earlier.
Sellers outnumbered buyers: 17 funds closed out of IWL and 11 opened new positions — a net loss of 6 holders — while 22 trimmed existing stakes and 10 added.
The largest buyer was Envestnet Asset Management, opening a new position worth an estimated $18.1M. The largest seller was LPL Financial, cutting an estimated $12.1M.
- 54 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2020, down from 62 in Q4 2019.
- Funds reported $116M of iShares Russell Top 200 ETF stock for Q1 2020, down 25% quarter-over-quarter.
- 11 funds opened new iShares Russell Top 200 ETF positions in Q1 2020 and 17 closed out, a net change of -6 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2020 was Envestnet Asset Management, an estimated $18.1M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2020 was LPL Financial, an estimated $12.1M sold.
Based on aggregated 13F filings for Q1 2020.