We are live on ! Find out more
IWL icon

iShares Russell Top 200 ETF
IWL

136 hedge funds and large institutions have $541M invested in iShares Russell Top 200 ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

4% more funds holding

Funds holding: 131 → 136 (+5)

0.17% more ownership

Funds ownership: 61.33% → 61.5% (+0.17%)

6% less capital invested

Capital invested by funds: $576M → $541M (-$35M)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
2.16%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
13
Increased
43
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Arcadia Investment Advisors
Idaho
+$6.14M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$4.24M
3
PP
Pegasus Partners
Wisconsin
+$3.84M
4
DL
DOHJ LLC
Washington
+$3.52M
5
TF
Tompkins Financial
New York
+$3.11M

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$19.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$9.82M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.85M
5
LPL Financial
LPL Financial
California
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
Mariner
51
Mariner
Kansas
$1.68M -$4.93K -46 -0.3%
WA
52
Win Advisors
Florida
$1.65M +$1.35M +12,561 +373%
CAM
53
Cresset Asset Management
Illinois
$1.6M -$11.2K -104 -0.7%
CAL
54
Capital Analysts LLC
Pennsylvania
$1.32M -$169K -1,573 -11%
Creative Planning
55
Creative Planning
Kansas
$1.27M – – –
MML Investors Services
56
MML Investors Services
Massachusetts
$1.26M +$15.1K +141 +1%
Goldman Sachs
57
Goldman Sachs
New York
$1.21M +$1.26M +11,746 New
BWM
58
Boyd Wealth Management
California
$1.16M -$23.5K -219 -2%
Cetera Investment Advisers
59
Cetera Investment Advisers
Illinois
$1.11M -$49.2K -459 -4%
OGF
60
Orin Green Financial
California
$981K – – –
WCWM
61
Wooster Corthell Wealth Management
Connecticut
$936K -$395K -3,681 -29%
FTUS
62
Flow Traders U.S.
New York
$926K -$411K -3,831 -30%
CWM
63
Cahaba Wealth Management
Georgia
$904K – – –
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$855K -$51.2K -477 -5%
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$838K -$43.5K -406 -5%
HNB
66
Huntington National Bank
Ohio
$818K – – –
RJFSA
67
Raymond James Financial Services Advisors
Florida
$798K -$27.2K -254 -3%
HH
68
Hilltop Holdings
Texas
$764K +$793K +7,390 New
Renaissance Technologies
69
Renaissance Technologies
New York
$713K +$504K +4,700 +214%
EA
70
Efficient Advisors
Ohio
$686K -$31.7K -296 -4%
CAG
71
Csenge Advisory Group
Florida
$673K -$491K -4,577 -41%
SOS
72
Silver Oak Securities
Tennessee
$671K -$237K -2,209 -25%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$657K -$3.33K -31 -0.5%
CAM
74
Cozad Asset Management
Illinois
$623K – – –
AAM
75
Aureus Asset Management
Massachusetts
$620K – – –
1 2
3
4 5

IWL Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2023, worth a combined $541M — down 6.1% from $576M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IWL positions and 8 closed out — a net gain of 5 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was Arcadia Investment Advisors, adding an estimated $6.14M. The largest seller was VOYA Investment Management, cutting an estimated $19.7M.

  • 136 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2023, up from 131 in Q2 2023.
  • Funds reported $541M of iShares Russell Top 200 ETF stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 13 funds opened new iShares Russell Top 200 ETF positions in Q3 2023 and 8 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q3 2023 was Arcadia Investment Advisors, an estimated $6.14M added.
  • The largest iShares Russell Top 200 ETF seller in Q3 2023 was VOYA Investment Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2023.