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iShares Russell Top 200 ETF
IWL

131 hedge funds and large institutions have $576M invested in iShares Russell Top 200 ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 11

25% more funds holding in top 10

Funds holding in top 10: 8 → 10 (+2)

19% more capital invested

Capital invested by funds: $486M → $576M (+$90M)

6% more funds holding

Funds holding: 124 → 131 (+7)

2.31% more ownership

Funds ownership: 59.02% → 61.33% (+2.3%)

0% more repeat investments, than reductions

Existing positions increased: 46 | Existing positions reduced: 46

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.06%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
18
Increased
46
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
VOYA Investment Management
VOYA Investment Management
Georgia
+$19.2M
2
TF
Tompkins Financial
New York
+$18.5M
3
Ameriprise
Ameriprise
Minnesota
+$14.5M
4
LPL Financial
LPL Financial
California
+$6.19M
5
AWM
Avior Wealth Management
Nebraska
+$2.71M

Top Sellers

Rank Fund Capital Flow
1
EWA
EP Wealth Advisors
California
-$25.4M
2
MCWS
McKinley Carter Wealth Services
West Virginia
-$7.14M
3
AWM
Aspire Wealth Management
Massachusetts
-$3.19M
4
CWAG
Compton Wealth Advisory Group
Virginia
-$3.18M
5
Jane Street
Jane Street
New York
-$2.65M
Name Holding Trade Value Shares
Change 		Change in
Stake
TRCT
101
Tower Research Capital (TRC)
New York
$242K -$734K -7,302 -76%
Stifel Financial
102
Stifel Financial
Missouri
$240K +$15.3K +152 +7%
Renaissance Technologies
103
Renaissance Technologies
New York
$235K +$221K +2,200 New
RA
104
Resolute Advisors
California
$235K +$603 +6 +0.3%
CWM
105
Cornerstone Wealth Management
Missouri
$232K – – –
BCG
106
Breakwater Capital Group
New Jersey
$220K +$207K +2,065 New
CIAS
107
Capital Investment Advisory Services
North Carolina
$213K – – –
SWM
108
Silverlake Wealth Management
Vermont
$213K +$201K +2,000 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$185K -$45.2K -450 -21%
HI
110
Harbour Investments
Wisconsin
$184K +$49.7K +495 +40%
UB
111
UMB Bank
Missouri
$147K +$18.2K +181 +15%
PIAS
112
PCA Investment Advisory Services
Ohio
$113K +$107K +1,060 New
IA
113
IFP Advisors
Florida
$81.4K – – –
PTC
114
Private Trust Company
Ohio
$61.6K – – –
PB
115
Pinnacle Bancorp
Nebraska
$58.9K – – –
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$56.3K -$804 -8 -1%
AWM
117
Aspire Wealth Management
Massachusetts
$43.1K -$3.19M -31,701 -99%
GT
118
Glenmede Trust
Pennsylvania
$22K – – –
NA
119
NewEdge Advisors
Louisiana
$21.8K – – –
PCM
120
Penserra Capital Management
California
$20K +$19K +189 New
PO
121
Private Ocean
California
$18.1K – – –
US Bancorp
122
US Bancorp
Minnesota
$15.1K – – –
FBC
123
Fairfield, Bush & Co
Connecticut
$11.2K +$10.6K +105 New
TCOV
124
Trust Company of Vermont
Vermont
$10.7K – – –
EWA
125
EverSource Wealth Advisors
Alabama
$5.97K +$5.63K +56 New
2 3 4
5
6

IWL Hedge Fund Activity: Q2 2023 in Review

131 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2023, worth a combined $576M — up 19% from $486M a quarter earlier.

Buyers outnumbered sellers: 18 funds opened new IWL positions and 11 closed out — a net gain of 7 holders — while 46 added to existing stakes and 46 trimmed.

The largest buyer was VOYA Investment Management, adding an estimated $19.2M. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $25.4M sold.

  • 131 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2023, up from 124 in Q1 2023.
  • Funds reported $576M of iShares Russell Top 200 ETF stock for Q2 2023, up 19% quarter-over-quarter.
  • 18 funds opened new iShares Russell Top 200 ETF positions in Q2 2023 and 11 closed out, a net change of +7 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2023 was VOYA Investment Management, an estimated $19.2M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $25.4M sold.

Based on aggregated 13F filings for Q2 2023.