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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
PAG
101
Private Advisor Group
New Jersey
$345K +$40.4K +373 +14%
EFG
102
Ethos Financial Group
Pennsylvania
$343K -$34.9K -323 -10%
FPF
103
First Pacific Financial
Washington
$333K +$62.7K +580 +25%
ML
104
McAdam LLC
Pennsylvania
$330K +$23K +213 +8%
AAS
105
Avantax Advisory Services
Texas
$319K +$300K +2,772 New
Qube Research & Technologies (QRT)
106
Qube Research & Technologies (QRT)
United Kingdom
$316K -$67.1K -620 -18%
GCP
107
GSA Capital Partners
United Kingdom
$305K +$1.3K +12 +0.5%
TFA
108
Toth Financial Advisory
Virginia
$301K +$283K +2,615 New
KAS
109
Kestra Advisory Services
Texas
$293K +$5.73K +53 +2%
CIAS
110
Capital Investment Advisory Services
North Carolina
$276K -$11.5K -106 -4%
BFG
111
Bouchey Financial Group
New York
$262K -$866 -8 -0.4%
HI
112
Harbour Investments
Wisconsin
$254K -$433 -4 -0.2%
CWM
113
Cornerstone Wealth Management
Missouri
$245K -$9.74K -90 -4%
GWM
114
Geneos Wealth Management
Colorado
$232K – – –
SWM
115
Silverlake Wealth Management
Vermont
$230K – – –
SCM
116
Sollinda Capital Management
Florida
$230K +$216K +2,000 New
OWA
117
Octavia Wealth Advisors
Ohio
$214K +$201K +1,857 New
Northwestern Mutual Wealth Management
118
Northwestern Mutual Wealth Management
Wisconsin
$174K -$15K -139 -8%
UB
119
UMB Bank
Missouri
$158K – – –
Comerica Bank
120
Comerica Bank
Texas
$124K +$76.7K +709 +192%
MPWT
121
MassMutual Private Wealth & Trust
Connecticut
$88.3K +$83K +767 New
IA
122
IFP Advisors
Florida
$87.8K – – –
PTC
123
Private Trust Company
Ohio
$66.5K – – –
PB
124
Pinnacle Bancorp
Nebraska
$63.5K – – –
BBPWM
125
Blue Bell Private Wealth Management
Pennsylvania
$60.8K – – –
3 4
5
6 7

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.