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iShares Russell Top 200 ETF
IWL

91 hedge funds and large institutions have $659M invested in iShares Russell Top 200 ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

433% more first-time investments, than exits

New positions opened: 16 | Existing positions closed: 3

37% more capital invested

Capital invested by funds: $480M → $659M (+$178M)

36% more repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 22

17% more funds holding in top 10

Funds holding in top 10: 6 → 7 (+1)

14% more funds holding

Funds holding: 80 → 91 (+11)

12.12% more ownership

Funds ownership: 60.15% → 72.26% (+12%)

Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
16
Increased
30
Reduced
22
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$48.6M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$44.1M
3
GC
Gilbert & Cook
Iowa
+$24.1M
4
Ameriprise
Ameriprise
Minnesota
+$14.4M
5
VOYA Investment Management
VOYA Investment Management
Georgia
+$9.12M

Top Sellers

Rank Fund Capital Flow
1
BF
BOK Financial
Oklahoma
-$64.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$6.96M
3
Truist Financial
Truist Financial
North Carolina
-$6.38M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
-$5.2M
5
MML Investors Services
MML Investors Services
Massachusetts
-$3.06M
Name Holding Trade Value Shares
Change 		Change in
Stake
AF
76
Allworth Financial
California
$83K +$78.6K +920 New
NFSG
77
Newbridge Financial Services Group
Florida
$63K – – –
BBPWM
78
Blue Bell Private Wealth Management
Pennsylvania
$60K – – –
Northwestern Mutual Wealth Management
79
Northwestern Mutual Wealth Management
Wisconsin
$53K -$33.2K -388 -40%
PB
80
Pinnacle Bancorp
Nebraska
$50K +$47.2K +552 New
SFPG
81
Stonebridge Financial Planning Group
Florida
$45K – – –
Citigroup
82
Citigroup
New York
$26K – – –
APA
83
American Portfolios Advisors
New York
$23.6K – – –
GT
84
Glenmede Trust
Pennsylvania
$20K – – –
PCG
85
Private Capital Group
Connecticut
$16K – – –
PO
86
Private Ocean
California
$15K – – –
CFA
87
Carroll Financial Associates
North Carolina
$13K – – –
SFA
88
Semmax Financial Advisors
North Carolina
$8K +$7.86K +92 New
IA
89
Inspire Advisors
Idaho
$4K +$3.42K +40 New
BlackRock
90
BlackRock
New York
$2K – – –
US Bancorp
91
US Bancorp
Minnesota
$2K – – –
LIM
92
Leavell Investment Management
Alabama
– -$461K -5,674 Closed
Citadel Advisors
93
Citadel Advisors
Florida
– -$295K -3,639 Closed
JSC
94
Jackson Square Capital
California
– -$35K -433 Closed
1 2 3
4

IWL Hedge Fund Activity: Q4 2020 in Review

91 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2020, worth a combined $659M — up 37% from $480M a quarter earlier.

Buyers outnumbered sellers: 16 funds opened new IWL positions and 3 closed out — a net gain of 13 holders — while 30 added to existing stakes and 22 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $48.6M. The largest seller was BOK Financial, cutting an estimated $64.1M.

  • 91 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2020, up from 80 in Q3 2020.
  • Funds reported $659M of iShares Russell Top 200 ETF stock for Q4 2020, up 37% quarter-over-quarter.
  • 16 funds opened new iShares Russell Top 200 ETF positions in Q4 2020 and 3 closed out, a net change of +13 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $48.6M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2020 was BOK Financial, an estimated $64.1M sold.

Based on aggregated 13F filings for Q4 2020.