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iShares Russell Top 200 ETF
IWL

117 hedge funds and large institutions have $661M invested in iShares Russell Top 200 ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

20% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 15

2% more funds holding

Funds holding: 115 → 117 (+2)

0% more repeat investments, than reductions

Existing positions increased: 38 | Existing positions reduced: 38

1.32% less ownership

Funds ownership: 76.96% → 75.64% (-1.3%)

18% less capital invested

Capital invested by funds: $805M → $661M (-$144M)

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.97%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
38
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
MCWS
McKinley Carter Wealth Services
West Virginia
+$30.6M
2
IWC
Integrated Wealth Concepts
Massachusetts
+$7.88M
3
5L
55I LLC
Massachusetts
+$4.18M
4
DL
DOHJ LLC
Washington
+$4.02M
5
GC
Gilbert & Cook
Iowa
+$3.96M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$15.3M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$10.8M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$10.1M
4
SEM
Strategic Equity Management
Arizona
-$10.1M
5
AWM
AE Wealth Management
Kansas
-$5.75M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
76
MONECO Advisors
Connecticut
$353K – – –
AIM
77
Anchor Investment Management
South Carolina
$316K – – –
RF
78
Resolute Financial
Massachusetts
$303K -$85.3K -877 -21%
BFG
79
Bouchey Financial Group
New York
$284K +$1.75K +18 +0.6%
FHA
80
Flagship Harbor Advisors
Massachusetts
$283K +$389 +4 +0.1%
CIAS
81
Capital Investment Advisory Services
North Carolina
$282K – – –
HIC
82
Holderness Investments Company
North Carolina
$282K – – –
AFC
83
AFT Forsyth & Company
Florida
$282K +$97 +1 +0%
HCC
84
Hirtle Callaghan & Co
Pennsylvania
$263K -$190K -1,958 -40%
Wealthfront Advisers
85
Wealthfront Advisers
California
$255K +$71.8K +738 +35%
NFSG
86
Newbridge Financial Services Group
Florida
$254K +$199K +2,050 +265%
CAM
87
Cozad Asset Management
Illinois
$251K +$272K +2,794 New
Truist Financial
88
Truist Financial
North Carolina
$238K -$37.7K -388 -13%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$231K +$1.07K +11 +0.4%
AAS
90
Avantax Advisory Services
Texas
$224K -$24.7K -254 -9%
CWM
91
Cornerstone Wealth Management
Missouri
$213K +$195 +2 +0.1%
GWM
92
Geneos Wealth Management
Colorado
$178K – – –
SWA
93
SOA Wealth Advisors
New York
$131K +$10.8K +111 +8%
UB
94
UMB Bank
Missouri
$117K -$58.9K -605 -32%
HI
95
Harbour Investments
Wisconsin
$117K +$126K +1,298 New
EIP
96
Ellis Investment Partners
Pennsylvania
$91K +$292 +3 +0.3%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$68K -$54.2K -557 -42%
IA
98
IFP Advisors
Florida
$68K – – –
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
PTC
100
Private Trust Company
Ohio
$52K +$56.2K +578 New
2 3
4
5 6

IWL Hedge Fund Activity: Q2 2022 in Review

117 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2022, worth a combined $661M — down 18% from $805M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWL positions and 15 closed out — a net gain of 3 holders — while 38 added to existing stakes and 38 trimmed.

The largest buyer was McKinley Carter Wealth Services, adding an estimated $30.6M. The largest seller was Ameriprise, cutting an estimated $15.3M.

  • 117 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2022, up from 115 in Q1 2022.
  • Funds reported $661M of iShares Russell Top 200 ETF stock for Q2 2022, down 18% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 ETF positions in Q2 2022 and 15 closed out, a net change of +3 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2022 was McKinley Carter Wealth Services, an estimated $30.6M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2022 was Ameriprise, an estimated $15.3M sold.

Based on aggregated 13F filings for Q2 2022.