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iShares Russell Top 200 ETF
IWL

124 hedge funds and large institutions have $566M invested in iShares Russell Top 200 ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 24 | Existing positions closed: 12

67% more funds holding in top 10

Funds holding in top 10: 9 → 15 (+6)

46% more capital invested

Capital invested by funds: $387M → $566M (+$179M)

44% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 32

10.39% more ownership

Funds ownership: 52.95% → 63.34% (+10%)

7% more funds holding

Funds holding: 116 → 124 (+8)

Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
1.99%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
24
Increased
46
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
+$48.6M
2
GC
Gilbert & Cook
Iowa
+$19.2M
3
WC
Wexford Capital
Florida
+$15M
4
JP Morgan Chase
JP Morgan Chase
New York
+$12.8M
5
PCP
Proficio Capital Partners
Massachusetts
+$12.1M

Top Sellers

Rank Fund Capital Flow
1
PS
Portfolio Strategies
New York
-$13.1M
2
Osaic Holdings
Osaic Holdings
Arizona
-$4.97M
3
Goldman Sachs
Goldman Sachs
New York
-$2.3M
4
US Bancorp
US Bancorp
Minnesota
-$1.78M
5
GWM
Greenwich Wealth Management
Connecticut
-$1.58M
Name Holding Trade Value Shares
Change 		Change in
Stake
Northern Trust
76
Northern Trust
Illinois
$511K – – –
QCG
77
Quadrant Capital Group
Ohio
$495K – – –
GG
78
GenWealth Group
New Jersey
$494K – – –
CAM
79
Cozad Asset Management
Illinois
$488K – – –
Stifel Financial
80
Stifel Financial
Missouri
$452K +$181K +1,995 +66%
GJIA
81
Glass Jacobson Investment Advisors
Maryland
$413K +$416K +4,590 New
MA
82
MONECO Advisors
Connecticut
$353K – – –
ESB
83
Essex Savings Bank
Connecticut
$353K +$356K +3,919 New
KFS
84
Kelly Financial Services
Massachusetts
$348K +$95.5K +1,053 +37%
Wealthfront Advisers
85
Wealthfront Advisers
California
$342K +$69.6K +767 +25%
AIM
86
Anchor Investment Management
South Carolina
$317K – – –
FHA
87
Flagship Harbor Advisors
Massachusetts
$302K +$12.5K +138 +4%
RJA
88
Raymond James & Associates
Florida
$300K +$303K +3,335 New
KJHP
89
K.J. Harrison & Partners
Ontario, Canada
$283K +$211K +2,325 New
AFC
90
AFT Forsyth & Company
Florida
$283K +$272 +3 +0.1%
Corient Private Wealth
91
Corient Private Wealth
Florida
$255K +$257K +2,835 New
NFSG
92
Newbridge Financial Services Group
Florida
$251K -$3.63K -40 -1%
CA
93
Cetera Advisors
Colorado
$222K +$224K +2,471 New
AAS
94
Avantax Advisory Services
Texas
$219K -$5.35K -59 -2%
RF
95
Resolute Financial
Massachusetts
$218K -$60.1K -662 -21%
AWM
96
Adams Wealth Management
Utah
$208K +$209K +2,307 New
BFG
97
Bouchey Financial Group
New York
$204K +$205K +2,262 New
US Bancorp
98
US Bancorp
Minnesota
$188K -$1.78M -19,581 -91%
CIAS
99
Capital Investment Advisory Services
North Carolina
$180K -$104K -1,143 -36%
GWM
100
Geneos Wealth Management
Colorado
$177K – – –
2 3
4
5 6

IWL Hedge Fund Activity: Q4 2022 in Review

124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2022, worth a combined $566M — up 46% from $387M a quarter earlier.

Buyers outnumbered sellers: 24 funds opened new IWL positions and 12 closed out — a net gain of 12 holders — while 46 added to existing stakes and 32 trimmed.

The largest buyer was Ameriprise, adding an estimated $48.6M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $13.1M sold.

  • 124 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2022, up from 116 in Q3 2022.
  • Funds reported $566M of iShares Russell Top 200 ETF stock for Q4 2022, up 46% quarter-over-quarter.
  • 24 funds opened new iShares Russell Top 200 ETF positions in Q4 2022 and 12 closed out, a net change of +12 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2022 was Ameriprise, an estimated $48.6M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2022 was Portfolio Strategies, an estimated $13.1M sold.

Based on aggregated 13F filings for Q4 2022.