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iShares Russell Top 200 ETF

92 hedge funds and large institutions have $712M invested in iShares Russell Top 200 ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

40% more first-time investments, than exits

New positions opened: 7 | Existing positions closed: 5

17% more capital invested

Capital invested by funds: $609M → $712M (+$103M)

1% more funds holding

Funds holding: 9192 (+1)

6% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 32

1.7% less ownership

Funds ownership: 70.01%68.31% (-1.7%)

14% less funds holding in top 10

Funds holding in top 10: 76 (-1)

Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.6%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
7
Increased
30
Reduced
32
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GG
51
GenWealth Group
New Jersey
$640K
BAM
52
Belpointe Asset Management
Nevada
$639K +$1.4K +14 +0.2%
Wells Fargo
53
Wells Fargo
California
$632K -$2.79M -27,923 -82%
Northern Trust
54
Northern Trust
Illinois
$606K -$10.6K -106 -2%
HB
55
Homrich & Berg
Georgia
$583K
TRCT
56
Tower Research Capital (TRC)
New York
$582K +$565K +5,665 New
AAS
57
Avantax Advisory Services
Texas
$480K +$65.5K +656 +16%
RC
58
RegentAtlantic Capital
New Jersey
$468K
Fidelity Investments
59
Fidelity Investments
Massachusetts
$413K -$1.5K -15 -0.4%
MA
60
MONECO Advisors
Connecticut
$404K
FTUS
61
Flow Traders U.S.
New York
$386K +$375K +3,753 New
BFG
62
Bouchey Financial Group
New York
$362K
AIM
63
Anchor Investment Management
South Carolina
$362K
CA
64
Cetera Advisors
Colorado
$349K +$339K +3,397 New
FHA
65
Flagship Harbor Advisors
Massachusetts
$327K +$299 +3 +0.1%
AFC
66
AFT Forsyth & Company
Florida
$323K
EH
67
Equitable Holdings
New York
$297K -$13K -130 -4%
OWA
68
Octavia Wealth Advisors
Ohio
$258K -$54.2K -543 -18%
MCWS
69
McKinley Carter Wealth Services
West Virginia
$242K -$159K -1,597 -40%
Truist Financial
70
Truist Financial
North Carolina
$231K -$58.7K -588 -21%
WAP
71
Wealthcare Advisory Partners
Pennsylvania
$223K -$38.9K -390 -15%
UB
72
UMB Bank
Missouri
$221K -$119K -1,195 -36%
HI
73
Harbour Investments
Wisconsin
$217K +$50.9K +510 +32%
GWM
74
Geneos Wealth Management
Colorado
$202K +$8.48K +85 +5%
SWA
75
SOA Wealth Advisors
New York
$153K +$15.8K +158 +12%

IWL Hedge Fund Activity: Q2 2021 in Review

92 of the 5,745 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2021, worth a combined $712M — up 17% from $609M a quarter earlier.

Buyers outnumbered sellers: 7 funds opened new IWL positions and 5 closed out — a net gain of 2 holders — while 30 added to existing stakes and 32 trimmed.

The largest buyer was Grant Street Asset Management, adding an estimated $15M. The largest seller was Strategic Equity Management, cutting an estimated $12.1M.

  • 92 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2021, up from 91 in Q1 2021.
  • Funds reported $712M of iShares Russell Top 200 ETF stock for Q2 2021, up 17% quarter-over-quarter.
  • 7 funds opened new iShares Russell Top 200 ETF positions in Q2 2021 and 5 closed out, a net change of +2 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2021 was Grant Street Asset Management, an estimated $15M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2021 was Strategic Equity Management, an estimated $12.1M sold.

Based on aggregated 13F filings for Q2 2021.