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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
SWA
101
SOA Wealth Advisors
New York
$175K +$43.7K +482 +33%
HI
102
Harbour Investments
Wisconsin
$118K +$817 +9 +0.7%
UB
103
UMB Bank
Missouri
$117K – – –
BAM
104
Belpointe Asset Management
Nevada
$90.2K +$90.9K +1,002 New
Northwestern Mutual Wealth Management
105
Northwestern Mutual Wealth Management
Wisconsin
$89.8K +$13.3K +147 +17%
IA
106
IFP Advisors
Florida
$68K – – –
BBPWM
107
Blue Bell Private Wealth Management
Pennsylvania
$53.8K – – –
PTC
108
Private Trust Company
Ohio
$52K – – –
PB
109
Pinnacle Bancorp
Nebraska
$50K – – –
SC
110
SouthState Corp
Florida
$45K +$45.4K +500 New
CAM
111
Cresset Asset Management
Illinois
$31.2K +$91 +1 +0%
ACA
112
Aptus Capital Advisors
Alabama
$22.5K – – –
Citigroup
113
Citigroup
New York
$20.3K – – –
GT
114
Glenmede Trust
Pennsylvania
$20.3K – – –
PO
115
Private Ocean
California
$15.3K – – –
MCC
116
Money Concepts Capital
Florida
$12.4K +$12.5K +138 New
TCOV
117
Trust Company of Vermont
Vermont
$9K – – –
VF
118
VitalStone Financial
Texas
$5K +$4.81K +53 New
BCMLT
119
Beacon Capital Management LLC (Tennessee)
Tennessee
$3.04K +$91 +1 +3%
BWM
120
Baystate Wealth Management
Massachusetts
$3K – – –
RIA
121
Realta Investment Advisors
Delaware
$1.44K +$1.45K +16 New
FWM
122
Focused Wealth Management
New York
$900 – – –
AWM
123
Align Wealth Management
Oklahoma
$679 +$726 +8 New
LFG
124
Larson Financial Group
Missouri
$270 – – –
NA
125
NewEdge Advisors
Louisiana
$18 +$18.5K +204 New
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.