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iShares Russell Top 200 ETF
IWL

136 hedge funds and large institutions have $541M invested in iShares Russell Top 200 ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

63% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 8

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

4% more funds holding

Funds holding: 131 → 136 (+5)

0.17% more ownership

Funds ownership: 61.33% → 61.5% (+0.17%)

6% less capital invested

Capital invested by funds: $576M → $541M (-$35M)

14% less repeat investments, than reductions

Existing positions increased: 43 | Existing positions reduced: 50

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
2.16%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.17%
New
13
Increased
43
Reduced
50
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
AIA
Arcadia Investment Advisors
Idaho
+$6.14M
2
WCAMG
Woodard & Company Asset Management Group
North Carolina
+$4.24M
3
PP
Pegasus Partners
Wisconsin
+$3.84M
4
DL
DOHJ LLC
Washington
+$3.52M
5
TF
Tompkins Financial
New York
+$3.11M

Top Sellers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
-$19.7M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$11.5M
3
HighTower Advisors
HighTower Advisors
Illinois
-$9.82M
4
Citadel Advisors
Citadel Advisors
Florida
-$4.85M
5
LPL Financial
LPL Financial
California
-$2.83M
Name Holding Trade Value Shares
Change 		Change in
Stake
CF
76
Centaurus Financial
California
$600K +$8.37K +78 +1%
AWM
77
AE Wealth Management
Kansas
$580K -$183K -1,707 -23%
QCG
78
Quadrant Capital Group
Ohio
$569K – – –
SWA
79
SOA Wealth Advisors
New York
$527K +$118K +1,102 +28%
Northern Trust
80
Northern Trust
Illinois
$524K -$50.9K -475 -9%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$518K -$58.5K -545 -10%
GG
82
GenWealth Group
New Jersey
$513K -$35K -326 -6%
Wealthfront Advisers
83
Wealthfront Advisers
California
$501K +$216K +2,016 +71%
CAN
84
Cetera Advisor Networks
California
$469K +$65.5K +611 +16%
MA
85
MONECO Advisors
Connecticut
$406K – – –
FHA
86
Flagship Harbor Advisors
Massachusetts
$396K +$9.12K +85 +2%
AWM
87
Adams Wealth Management
Utah
$395K +$72.2K +673 +21%
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$379K +$393K +3,665 New
AIM
89
Anchor Investment Management
South Carolina
$364K – – –
Corient Private Wealth
90
Corient Private Wealth
Florida
$358K +$67.4K +628 +22%
GFS
91
GYL Financial Synergies
Connecticut
$357K – – –
Qube Research & Technologies (QRT)
92
Qube Research & Technologies (QRT)
United Kingdom
$348K +$350K +3,262 +3,198%
EFG
93
Ethos Financial Group
Pennsylvania
$342K +$42K +392 +13%
AFC
94
AFT Forsyth & Company
Florida
$325K – – –
Stifel Financial
95
Stifel Financial
Missouri
$315K +$85.5K +797 +35%
JWM
96
Jackson Wealth Management
Florida
$311K +$8.15K +76 +3%
ML
97
McAdam LLC
Pennsylvania
$275K -$7.72K -72 -3%
GCP
98
GSA Capital Partners
United Kingdom
$272K +$283K +2,635 New
PAG
99
Private Advisor Group
New Jersey
$271K +$13.4K +125 +5%
NFSG
100
Newbridge Financial Services Group
Florida
$269K -$8.04K -75 -3%
2 3
4
5 6

IWL Hedge Fund Activity: Q3 2023 in Review

136 of the 6,301 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2023, worth a combined $541M — down 6.1% from $576M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IWL positions and 8 closed out — a net gain of 5 holders — while 43 added to existing stakes and 50 trimmed.

The largest buyer was Arcadia Investment Advisors, adding an estimated $6.14M. The largest seller was VOYA Investment Management, cutting an estimated $19.7M.

  • 136 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2023, up from 131 in Q2 2023.
  • Funds reported $541M of iShares Russell Top 200 ETF stock for Q3 2023, down 6.1% quarter-over-quarter.
  • 13 funds opened new iShares Russell Top 200 ETF positions in Q3 2023 and 8 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q3 2023 was Arcadia Investment Advisors, an estimated $6.14M added.
  • The largest iShares Russell Top 200 ETF seller in Q3 2023 was VOYA Investment Management, an estimated $19.7M sold.

Based on aggregated 13F filings for Q3 2023.