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iShares Russell Top 200 ETF
IWL

124 hedge funds and large institutions have $486M invested in iShares Russell Top 200 ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

30% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 10

0% more funds holding

Funds holding: 124 → 124 (0)

4.32% less ownership

Funds ownership: 63.34% → 59.02% (-4.3%)

14% less capital invested

Capital invested by funds: $566M → $486M (-$80.2M)

47% less funds holding in top 10

Funds holding in top 10: 15 → 8 (-7)

50% less repeat investments, than reductions

Existing positions increased: 30 | Existing positions reduced: 60

Holders
124
Holders Change
–
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
13
Increased
30
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
+$9.79M
2
JP Morgan Chase
JP Morgan Chase
New York
+$3.72M
3
Jane Street
Jane Street
New York
+$3.52M
4
WA
Win Advisors
Florida
+$2.7M
5
Citadel Advisors
Citadel Advisors
Florida
+$1.86M

Top Sellers

Rank Fund Capital Flow
1
Ameriprise
Ameriprise
Minnesota
-$60.1M
2
WC
Wexford Capital
Florida
-$14.9M
3
PCP
Proficio Capital Partners
Massachusetts
-$12M
4
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.86M
5
WLPWM
Walled Lake Planning & Wealth Management
Illinois
-$8.66M
Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
101
Cornerstone Wealth Management
Missouri
$212K +$205K +2,176 New
AAS
102
Avantax Advisory Services
Texas
$207K -$28.7K -305 -13%
SWA
103
SOA Wealth Advisors
New York
$205K +$15K +159 +8%
Stifel Financial
104
Stifel Financial
Missouri
$204K -$275K -2,921 -58%
CIAS
105
Capital Investment Advisory Services
North Carolina
$195K – – –
GWM
106
Geneos Wealth Management
Colorado
$189K -$2.35K -25 -1%
HI
107
Harbour Investments
Wisconsin
$120K -$6.87K -73 -6%
UB
108
UMB Bank
Missouri
$116K -$9.88K -105 -8%
BAM
109
Belpointe Asset Management
Nevada
$93.9K -$3.48K -37 -4%
PTC
110
Private Trust Company
Ohio
$56.2K – – –
PB
111
Pinnacle Bancorp
Nebraska
$53.7K – – –
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$52.2K -$5.83K -62 -10%
SC
113
SouthState Corp
Florida
$48.7K – – –
IA
114
IFP Advisors
Florida
$48.3K -$29.7K -316 -29%
GT
115
Glenmede Trust
Pennsylvania
$22K – – –
NA
116
NewEdge Advisors
Louisiana
$19.9K – – –
PO
117
Private Ocean
California
$16.5K – – –
US Bancorp
118
US Bancorp
Minnesota
$13.8K -$171K -1,813 -93%
TCOV
119
Trust Company of Vermont
Vermont
$9.73K – – –
PA
120
Parallel Advisors
California
$7.59K +$7.34K +78 New
VF
121
VitalStone Financial
Texas
$7K +$564 +6 +11%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$3.66K -$849K -9,026 -19%
BWM
123
Baystate Wealth Management
Massachusetts
$3.41K – – –
FWM
124
Focused Wealth Management
New York
$973 – – –
LFG
125
Larson Financial Group
Missouri
$292 – – –
2 3 4
5
6

IWL Hedge Fund Activity: Q1 2023 in Review

124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2023, worth a combined $486M — down 14% from $566M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IWL positions and 10 closed out — a net gain of 3 holders — while 30 added to existing stakes and 60 trimmed.

The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $9.79M. The largest seller was Ameriprise, cutting an estimated $60.1M.

  • 124 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2023, unchanged from Q4 2022.
  • Funds reported $486M of iShares Russell Top 200 ETF stock for Q1 2023, down 14% quarter-over-quarter.
  • 13 funds opened new iShares Russell Top 200 ETF positions in Q1 2023 and 10 closed out, a net change of +3 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $9.79M added.
  • The largest iShares Russell Top 200 ETF seller in Q1 2023 was Ameriprise, an estimated $60.1M sold.

Based on aggregated 13F filings for Q1 2023.