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iShares Russell Top 200 ETF
IWL

159 hedge funds and large institutions have $976M invested in iShares Russell Top 200 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

15% more capital invested

Capital invested by funds: $850M → $976M (+$126M)

9% more funds holding

Funds holding: 146 → 159 (+13)

0.26% less ownership

Funds ownership: 66.1% → 65.85% (-0.26%)

18% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 55

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
26
Increased
45
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
Tompkins Financial
New York
+$33.2M
2
PCP
Proficio Capital Partners
Massachusetts
+$30M
3
SAG
SageView Advisory Group
California
+$12.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.26M
5
FL
FreeGulliver LLC
Louisiana
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$8.14M
2
GC
Gilbert & Cook
Iowa
-$7.75M
3
LPL Financial
LPL Financial
California
-$5.18M
4
Citigroup
Citigroup
New York
-$5.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
GSAM
51
Grant Street Asset Management
Pennsylvania
$2.64M +$4.98K +39 +0.2%
KAS
52
Kestra Advisory Services
Texas
$2.56M +$565K +4,419 +29%
CAL
53
Capital Analysts LLC
Pennsylvania
$2.46M +$471K +3,682 +25%
LAS
54
Legacy Advisory Services
Pennsylvania
$2.45M -$25.9K -203 -1%
Citigroup
55
Citigroup
New York
$2.39M -$5.1M -39,932 -69%
VA
56
Valmark Advisers
Ohio
$2.39M -$25.6K -200 -1%
Two Sigma Investments
57
Two Sigma Investments
New York
$2.29M +$2.19M +17,100 New
OFG
58
Oxford Financial Group
Indiana
$2.28M +$2.18M +17,056 New
CWAG
59
Compton Wealth Advisory Group
Virginia
$2.19M -$33K -258 -2%
SAM
60
Synergy Asset Management
Washington
$2.17M +$2.07M +16,232 New
Mariner
61
Mariner
Kansas
$2.13M -$22.2K -174 -1%
FCM
62
Family Capital Management
Michigan
$1.99M – – –
Northwestern Mutual Wealth Management
63
Northwestern Mutual Wealth Management
Wisconsin
$1.96M +$501K +3,921 +36%
LIM
64
Leavell Investment Management
Alabama
$1.77M -$69K -540 -4%
IWC
65
Integrated Wealth Concepts
Massachusetts
$1.75M -$2.22M -17,403 -57%
MML Investors Services
66
MML Investors Services
Massachusetts
$1.73M +$63.8K +499 +4%
SOS
67
Silver Oak Securities
Tennessee
$1.68M +$1.6M +12,557 New
AWM
68
Avior Wealth Management
Nebraska
$1.61M -$154K -1,208 -9%
Wealthfront Advisers
69
Wealthfront Advisers
California
$1.59M +$542K +4,239 +56%
OAS
70
Optivise Advisory Services
Tennessee
$1.52M +$1.45M +11,352 New
GS
71
GTS Securities
New York
$1.52M +$1.45M +11,346 New
BWM
72
Boyd Wealth Management
California
$1.47M -$8.31K -65 -0.6%
Creative Planning
73
Creative Planning
Kansas
$1.44M +$37.8K +296 +3%
Citadel Advisors
74
Citadel Advisors
Florida
$1.37M -$3.48M -27,202 -73%
SWA
75
SOA Wealth Advisors
New York
$1.31M +$323K +2,527 +35%
1 2
3
4 5

IWL Hedge Fund Activity: Q2 2024 in Review

159 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2024, worth a combined $976M — up 15% from $850M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IWL positions and 11 closed out — a net gain of 15 holders — while 45 added to existing stakes and 55 trimmed.

The largest buyer was Tompkins Financial, adding an estimated $33.2M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $8.14M sold.

  • 159 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2024, up from 146 in Q1 2024.
  • Funds reported $976M of iShares Russell Top 200 ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 26 funds opened new iShares Russell Top 200 ETF positions in Q2 2024 and 11 closed out, a net change of +15 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2024 was Tompkins Financial, an estimated $33.2M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $8.14M sold.

Based on aggregated 13F filings for Q2 2024.