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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
EIP
76
Ellis Investment Partners
Pennsylvania
$104K -$9.78K -98 -9%
AF
77
Allworth Financial
California
$95K
NFSG
78
Newbridge Financial Services Group
Florida
$78K
BBPWM
79
Blue Bell Private Wealth Management
Pennsylvania
$62K -$399 -4 -0.7%
PB
80
Pinnacle Bancorp
Nebraska
$57K
FDCDDQ
81
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.1K +$39.9K +400 New
Northwestern Mutual Wealth Management
82
Northwestern Mutual Wealth Management
Wisconsin
$33K +$7.18K +72 +29%
APA
83
American Portfolios Advisors
New York
$32K
Citigroup
84
Citigroup
New York
$30K +$798 +8 +3%
GT
85
Glenmede Trust
Pennsylvania
$23K
Barclays
86
Barclays
United Kingdom
$20K +$19.1K +191 New
PCG
87
Private Capital Group
Connecticut
$18K
PO
88
Private Ocean
California
$17K
CFA
89
Carroll Financial Associates
North Carolina
$15K
BlackRock
90
BlackRock
New York
$2K
US Bancorp
91
US Bancorp
Minnesota
$2K
JWM
92
Janiczek Wealth Management
Colorado
$2K +$2.2K +22 New
SL
93
Systelligence LLC
Minnesota
-$3.46M -36,488 Closed
SFS
94
Sowell Financial Services
Arkansas
-$130K -1,301 Closed
NFG
95
Next Financial Group
Texas
-$101K -1,062 Closed
SFPG
96
Stonebridge Financial Planning Group
Florida
-$49K -500 Closed
TCWM
97
Total Clarity Wealth Management
Illinois
-$43K -452 Closed

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.