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iShares Russell Top 200 ETF
IWL

72 hedge funds and large institutions have $309M invested in iShares Russell Top 200 ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more first-time investments, than exits

New positions opened: 19 | Existing positions closed: 1

167% more capital invested

Capital invested by funds: $116M → $309M (+$194M)

150% more funds holding in top 10

Funds holding in top 10: 2 → 5 (+3)

33% more funds holding

Funds holding: 54 → 72 (+18)

20.58% more ownership

Funds ownership: 31% → 51.58% (+21%)

11% less repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 19

Holders
72
Holders Change
+18
Holders Change %
+33.33%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
19
Increased
17
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
BF
BOK Financial
Oklahoma
+$45.9M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$32.4M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$31.9M
4
Ameriprise
Ameriprise
Minnesota
+$13.8M
5
Bank of America
Bank of America
North Carolina
+$13.3M

Top Sellers

Rank Fund Capital Flow
1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$800K
2
CJA
C-J Advisory
California
-$636K
3
HighTower Advisors
HighTower Advisors
Illinois
-$540K
4
Osaic Holdings
Osaic Holdings
Arizona
-$311K
5
BWA
Beam Wealth Advisors
Louisiana
-$253K
Name Holding Trade Value Shares
Change 		Change in
Stake
Calamos Advisors
51
Calamos Advisors
Illinois
$267K +$252K +3,600 New
AFC
52
AFT Forsyth & Company
Florida
$232K +$220K +3,140 New
MML Investors Services
53
MML Investors Services
Massachusetts
$225K +$212K +3,033 New
LNC
54
Lincoln National Corp
Pennsylvania
$201K +$190K +2,717 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$158K -$17.4K -249 -10%
FHA
56
Flagship Harbor Advisors
Massachusetts
$136K – – –
PAG
57
Private Advisor Group
New Jersey
$135K +$128K +1,825 New
EIP
58
Ellis Investment Partners
Pennsylvania
$82K -$13.7K -196 -15%
LFG
59
LifePlan Financial Group
Ohio
$78K +$73.7K +1,053 New
CAN
60
Cetera Advisor Networks
California
$61K +$57.5K +821 New
GWM
61
Geneos Wealth Management
Colorado
$53K +$51.6K +738 New
Citigroup
62
Citigroup
New York
$38K -$8.4K -120 -19%
JSC
63
Jackson Square Capital
California
$32K -$32.9K -470 -52%
APA
64
American Portfolios Advisors
New York
$19.3K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$18K +$17.3K +247 New
GT
66
Glenmede Trust
Pennsylvania
$16K – – –
PCG
67
Private Capital Group
Connecticut
$13K – – –
PO
68
Private Ocean
California
$12K – – –
CFA
69
Carroll Financial Associates
North Carolina
$11K – – –
BWA
70
BDO Wealth Advisors
Florida
$2K – – –
BlackRock
71
BlackRock
New York
$2K – – –
US Bancorp
72
US Bancorp
Minnesota
$2K – – –
NFG
73
Next Financial Group
Texas
– -$84K -1,362 Closed
LAS
74
Lloyd Advisory Services
Georgia
– +$70 +1 New
1 2
3

IWL Hedge Fund Activity: Q2 2020 in Review

72 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2020, worth a combined $309M — up 167% from $116M a quarter earlier.

Buyers outnumbered sellers: 19 funds opened new IWL positions and 1 closed out — a net gain of 18 holders — while 17 added to existing stakes and 19 trimmed.

The largest buyer was BOK Financial, opening a new position worth an estimated $45.9M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $800K.

  • 72 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2020, up from 54 in Q1 2020.
  • Funds reported $309M of iShares Russell Top 200 ETF stock for Q2 2020, up 167% quarter-over-quarter.
  • 19 funds opened new iShares Russell Top 200 ETF positions in Q2 2020 and 1 closed out, a net change of +18 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2020 was BOK Financial, an estimated $45.9M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2020 was Woodard & Company Asset Management Group, an estimated $800K sold.

Based on aggregated 13F filings for Q2 2020.