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iShares Russell Top 200 ETF
IWL

142 hedge funds and large institutions have $779M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 12

44% more capital invested

Capital invested by funds: $541M → $779M (+$237M)

27% more funds holding in top 10

Funds holding in top 10: 11 → 14 (+3)

7.37% more ownership

Funds ownership: 61.5% → 68.88% (+7.4%)

4% more funds holding

Funds holding: 136 → 142 (+6)

4% more repeat investments, than reductions

Existing positions increased: 51 | Existing positions reduced: 49

Holders
142
Holders Change
+6
Holders Change %
+4.41%
% of All Funds
2.07%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.2%
New
18
Increased
51
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$54.6M
2
TF
Tompkins Financial
New York
+$46.9M
3
WA
Win Advisors
Florida
+$21M
4
MCWS
McKinley Carter Wealth Services
West Virginia
+$9.96M
5
DL
DOHJ LLC
Washington
+$9.88M

Top Sellers

Rank Fund Capital Flow
1
SEM
Strategic Equity Management
Arizona
-$17.2M
2
HighTower Advisors
HighTower Advisors
Illinois
-$2.14M
3
Osaic Holdings
Osaic Holdings
Arizona
-$1.91M
4
SAG
SageView Advisory Group
California
-$1.87M
5
JP Morgan Chase
JP Morgan Chase
New York
-$1.84M
Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
76
SOA Wealth Advisors
New York
$705K +$111K +1,030 +20%
CAM
77
Cozad Asset Management
Illinois
$701K +$6.6K +61 +1%
AAM
78
Aureus Asset Management
Massachusetts
$691K – – –
CF
79
Centaurus Financial
California
$667K -$1.08K -10 -0.2%
QCG
80
Quadrant Capital Group
Ohio
$633K – – –
CAG
81
Csenge Advisory Group
Florida
$625K -$117K -1,086 -17%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$608K +$29.8K +275 +5%
FPCG
83
Forum Private Client Group
Indiana
$590K +$555K +5,126 New
Northern Trust
84
Northern Trust
Illinois
$584K – – –
RJFSA
85
Raymond James Financial Services Advisors
Florida
$573K -$296K -2,740 -36%
GG
86
GenWealth Group
New Jersey
$571K – – –
CAN
87
Cetera Advisor Networks
California
$500K -$20.4K -189 -4%
MA
88
MONECO Advisors
Connecticut
$452K – – –
RJA
89
Raymond James & Associates
Florida
$450K +$142K +1,316 +51%
FHA
90
Flagship Harbor Advisors
Massachusetts
$443K +$1.73K +16 +0.4%
PS
91
Principal Securities
Iowa
$435K +$409K +3,782 New
GFS
92
GYL Financial Synergies
Connecticut
$414K +$15.3K +141 +4%
AIM
93
Anchor Investment Management
South Carolina
$405K – – –
Corient Private Wealth
94
Corient Private Wealth
Florida
$399K – – –
AWM
95
AE Wealth Management
Kansas
$398K -$244K -2,254 -40%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$398K -$22.5K -208 -6%
NFSG
97
Newbridge Financial Services Group
Florida
$382K +$77.4K +715 +27%
Stifel Financial
98
Stifel Financial
Missouri
$370K +$18K +166 +5%
AFC
99
AFT Forsyth & Company
Florida
$363K +$325 +3 +0.1%
JWM
100
Jackson Wealth Management
Florida
$354K +$7.9K +73 +2%
2 3
4
5 6

IWL Hedge Fund Activity: Q4 2023 in Review

142 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2023, worth a combined $779M — up 44% from $541M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWL positions and 12 closed out — a net gain of 6 holders — while 51 added to existing stakes and 49 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $54.6M. The largest seller was Strategic Equity Management, cutting an estimated $17.2M.

  • 142 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2023, up from 136 in Q3 2023.
  • Funds reported $779M of iShares Russell Top 200 ETF stock for Q4 2023, up 44% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 ETF positions in Q4 2023 and 12 closed out, a net change of +6 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $54.6M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2023 was Strategic Equity Management, an estimated $17.2M sold.

Based on aggregated 13F filings for Q4 2023.