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iShares Russell Top 200 ETF

99 hedge funds and large institutions have $653M invested in iShares Russell Top 200 ETF in 2021 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 39 increasing their positions, 24 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 6

63% more repeat investments, than reductions

Existing positions increased: 39 | Existing positions reduced: 24

17% more funds holding in top 10

Funds holding in top 10: 67 (+1)

8% more funds holding

Funds holding: 9299 (+7)

4.22% more ownership

Funds ownership: 68.31%72.53% (+4.2%)

8% less capital invested

Capital invested by funds: $712M → $653M (-$59.1M)

Holders
99
Holders Change
+7
Holders Change %
+7.61%
% of All Funds
1.73%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
13
Increased
39
Reduced
24
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TFS
51
Thoroughbred Financial Services
Tennessee
$964K +$41.9K +395 +4%
EA
52
Efficient Advisors
Ohio
$963K -$137K -1,289 -12%
LNC
53
Lincoln National Corp
Pennsylvania
$875K +$221K +2,086 +33%
AIP
54
Almanack Investment Partners
Pennsylvania
$799K +$823K +7,756 New
UBS Group
55
UBS Group
Switzerland
$748K -$101K -950 -12%
Wells Fargo
56
Wells Fargo
California
$626K -$7.53K -71 -1%
GG
57
GenWealth Group
New Jersey
$599K -$44.7K -421 -7%
Northern Trust
58
Northern Trust
Illinois
$596K -$11.5K -108 -2%
HB
59
Homrich & Berg
Georgia
$585K
BAM
60
Belpointe Asset Management
Nevada
$512K -$131K -1,238 -20%
Fidelity Investments
61
Fidelity Investments
Massachusetts
$489K +$77.3K +728 +18%
RC
62
RegentAtlantic Capital
New Jersey
$469K
TRCT
63
Tower Research Capital (TRC)
New York
$429K -$159K -1,499 -26%
AAS
64
Avantax Advisory Services
Texas
$427K -$55.4K -522 -11%
MA
65
MONECO Advisors
Connecticut
$405K
BFG
66
Bouchey Financial Group
New York
$363K
AIM
67
Anchor Investment Management
South Carolina
$363K
CA
68
Cetera Advisors
Colorado
$342K -$8.7K -82 -2%
FHA
69
Flagship Harbor Advisors
Massachusetts
$327K
AFC
70
AFT Forsyth & Company
Florida
$324K
HIC
71
Holderness Investments Company
North Carolina
$324K +$334K +3,143 New
Renaissance Technologies
72
Renaissance Technologies
New York
$319K +$329K +3,100 New
EH
73
Equitable Holdings
New York
$298K
OWA
74
Octavia Wealth Advisors
Ohio
$258K -$743 -7 -0.3%
WAP
75
Wealthcare Advisory Partners
Pennsylvania
$258K +$34.9K +329 +15%

IWL Hedge Fund Activity: Q3 2021 in Review

99 of the 5,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2021, worth a combined $653M — down 8.3% from $712M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IWL positions and 6 closed out — a net gain of 7 holders — while 39 added to existing stakes and 24 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $12.8M. The largest seller was Grant Street Asset Management, cutting an estimated $16M.

  • 99 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2021, up from 92 in Q2 2021.
  • Funds reported $653M of iShares Russell Top 200 ETF stock for Q3 2021, down 8.3% quarter-over-quarter.
  • 13 funds opened new iShares Russell Top 200 ETF positions in Q3 2021 and 6 closed out, a net change of +7 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q3 2021 was Hilltop Holdings, an estimated $12.8M added.
  • The largest iShares Russell Top 200 ETF seller in Q3 2021 was Grant Street Asset Management, an estimated $16M sold.

Based on aggregated 13F filings for Q3 2021.