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iShares Russell Top 200 ETF
IWL

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: 6 → 7 (+1)

8% more funds holding

Funds holding: 92 → 99 (+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
–

Top Buyers

Rank Fund Capital Flow
1
HH
Hilltop Holdings
Texas
+$12.8M
2
DL
DOHJ LLC
Washington
+$3.7M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$3.1M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.56M
5
CCA
Childress Capital Advisors
Texas
+$2.43M

Top Sellers

Rank Fund Capital Flow
1
GSAM
Grant Street Asset Management
Pennsylvania
-$16M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8M
3
Mercer Global Advisors
Mercer Global Advisors
Colorado
-$6.23M
4
FCBT
First Citizens Bank & Trust
North Carolina
-$6.09M
5
Citadel Advisors
Citadel Advisors
Florida
-$2.16M
Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
76
McKinley Carter Wealth Services
West Virginia
$257K +$15K +141 +6%
Truist Financial
77
Truist Financial
North Carolina
$234K +$1.8K +17 +0.8%
HI
78
Harbour Investments
Wisconsin
$228K +$11.8K +111 +5%
GCP
79
GSA Capital Partners
United Kingdom
$207K +$213K +2,009 New
GWM
80
Geneos Wealth Management
Colorado
$202K – – –
SWA
81
SOA Wealth Advisors
New York
$154K – – –
EIP
82
Ellis Investment Partners
Pennsylvania
$105K +$424 +4 +0.4%
AF
83
Allworth Financial
California
$95K – – –
BBPWM
84
Blue Bell Private Wealth Management
Pennsylvania
$62K – – –
PB
85
Pinnacle Bancorp
Nebraska
$57K – – –
TCWM
86
Total Clarity Wealth Management
Illinois
$47K +$48K +452 New
FDCDDQ
87
Federation des caisses Desjardins du Quebec
Quebec, Canada
$41.2K – – –
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$37K +$38.3K +361 New
Northwestern Mutual Wealth Management
89
Northwestern Mutual Wealth Management
Wisconsin
$33K – – –
APA
90
American Portfolios Advisors
New York
$32K – – –
TFS
91
TrustCore Financial Services
Tennessee
$30K +$30.8K +290 New
GT
92
Glenmede Trust
Pennsylvania
$23K – – –
PCG
93
Private Capital Group
Connecticut
$18K – – –
PO
94
Private Ocean
California
$18K – – –
CFA
95
Carroll Financial Associates
North Carolina
$15K – – –
NFSG
96
Newbridge Financial Services Group
Florida
$6K -$74.3K -700 -92%
ACM
97
Antonetti Capital Management
Florida
$5K +$5.31K +50 New
GKWIM
98
Gerber Kawasaki Wealth & Investment Management
California
$1K +$106 +1 New
UB
99
UMB Bank
Missouri
– -$221K -2,148 Closed
Citigroup
100
Citigroup
New York
– -$30K -296 Closed
1 2 3
4
5

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.