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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
RJA
101
Raymond James & Associates
Florida
$268K – – –
CIAS
102
Capital Investment Advisory Services
North Carolina
$259K +$54.3K +506 +25%
KAS
103
Kestra Advisory Services
Texas
$258K +$268K +2,496 New
FPF
104
First Pacific Financial
Washington
$239K – – –
BFG
105
Bouchey Financial Group
New York
$236K – – –
CWM
106
Cornerstone Wealth Management
Missouri
$230K +$4.83K +45 +2%
HI
107
Harbour Investments
Wisconsin
$228K +$51.6K +481 +28%
GJIA
108
Glass Jacobson Investment Advisors
Maryland
$220K -$37.8K -352 -14%
GWM
109
Geneos Wealth Management
Colorado
$209K -$76.3K -711 -26%
SWM
110
Silverlake Wealth Management
Vermont
$207K – – –
BCG
111
Breakwater Capital Group
New Jersey
$206K -$6.97K -65 -3%
BF
112
BOK Financial
Oklahoma
$171K +$181K +1,685 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$171K -$9.01K -84 -5%
UB
114
UMB Bank
Missouri
$142K – – –
IA
115
IFP Advisors
Florida
$78.9K – – –
MA
116
MCF Advisors
Kentucky
$65.1K +$67.6K +630 New
PTC
117
Private Trust Company
Ohio
$59.7K – – –
PB
118
Pinnacle Bancorp
Nebraska
$57.1K – – –
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$54.6K – – –
AWM
120
Aspire Wealth Management
Massachusetts
$41.8K – – –
Comerica Bank
121
Comerica Bank
Texas
$38.2K +$39.7K +370 New
BWS
122
Buck Wealth Strategies
Colorado
$37.1K +$38.5K +359 New
TRCT
123
Tower Research Capital (TRC)
New York
$24K -$219K -2,041 -90%
GT
124
Glenmede Trust
Pennsylvania
$23.4K – – –
NA
125
NewEdge Advisors
Louisiana
$21.1K – – –
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.