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iShares Russell Top 200 ETF
IWL

159 hedge funds and large institutions have $976M invested in iShares Russell Top 200 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

136% more first-time investments, than exits

New positions opened: 26 | Existing positions closed: 11

15% more funds holding in top 10

Funds holding in top 10: 13 → 15 (+2)

15% more capital invested

Capital invested by funds: $850M → $976M (+$126M)

9% more funds holding

Funds holding: 146 → 159 (+13)

0.26% less ownership

Funds ownership: 66.1% → 65.85% (-0.26%)

18% less repeat investments, than reductions

Existing positions increased: 45 | Existing positions reduced: 55

Holders
159
Holders Change
+13
Holders Change %
+8.9%
% of All Funds
2.3%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
26
Increased
45
Reduced
55
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
TF
Tompkins Financial
New York
+$33.2M
2
PCP
Proficio Capital Partners
Massachusetts
+$30M
3
SAG
SageView Advisory Group
California
+$12.8M
4
VOYA Investment Management
VOYA Investment Management
Georgia
+$6.26M
5
FL
FreeGulliver LLC
Louisiana
+$4.28M

Top Sellers

Rank Fund Capital Flow
1
AWA
Arkadios Wealth Advisors
Georgia
-$8.14M
2
GC
Gilbert & Cook
Iowa
-$7.75M
3
LPL Financial
LPL Financial
California
-$5.18M
4
Citigroup
Citigroup
New York
-$5.1M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$4.7M
Name Holding Trade Value Shares
Change 		Change in
Stake
FHA
101
Flagship Harbor Advisors
Massachusetts
$538K +$27.3K +214 +6%
MA
102
MONECO Advisors
Connecticut
$526K – – –
GCP
103
GSA Capital Partners
United Kingdom
$517K +$265K +2,077 +116%
MWA
104
Merkkuri Wealth Advisors
New York
$516K +$492K +3,848 New
RJA
105
Raymond James & Associates
Florida
$497K +$77.7K +608 +20%
AIM
106
Anchor Investment Management
South Carolina
$471K – – –
Corient Private Wealth
107
Corient Private Wealth
Florida
$464K – – –
TFA
108
Toth Financial Advisory
Virginia
$435K – – –
AFC
109
AFT Forsyth & Company
Florida
$422K +$128 +1 +0%
Goldman Sachs
110
Goldman Sachs
New York
$420K -$1.03M -8,025 -72%
Wealth Enhancement Advisory Services
111
Wealth Enhancement Advisory Services
Minnesota
$419K -$105K -823 -21%
EFG
112
Ethos Financial Group
Pennsylvania
$419K -$56.7K -444 -12%
SOAMC
113
Spirit of America Management Corp
New York
$397K +$303K +2,373 +404%
GFS
114
GYL Financial Synergies
Connecticut
$394K -$25.2K -197 -6%
FPF
115
First Pacific Financial
Washington
$366K -$20.6K -161 -6%
ML
116
McAdam LLC
Pennsylvania
$365K -$17K -133 -5%
SA
117
Sanctuary Advisors
Indiana
$329K +$340K +2,659 New
BFG
118
Bouchey Financial Group
New York
$305K – – –
CAPTRUST Financial Advisors
119
CAPTRUST Financial Advisors
North Carolina
$298K +$285K +2,227 New
HI
120
Harbour Investments
Wisconsin
$295K – – –
CAGAS
121
Capital Advisory Group Advisory Services
Minnesota
$271K +$258K +2,022 New
GWM
122
Geneos Wealth Management
Colorado
$270K – – –
CWM
123
Cornerstone Wealth Management
Missouri
$268K -$16.2K -127 -6%
CIAS
124
Capital Investment Advisory Services
North Carolina
$268K – – –
SWM
125
Silverlake Wealth Management
Vermont
$268K – – –
3 4
5
6 7

IWL Hedge Fund Activity: Q2 2024 in Review

159 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2024, worth a combined $976M — up 15% from $850M a quarter earlier.

Buyers outnumbered sellers: 26 funds opened new IWL positions and 11 closed out — a net gain of 15 holders — while 45 added to existing stakes and 55 trimmed.

The largest buyer was Tompkins Financial, adding an estimated $33.2M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $8.14M sold.

  • 159 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2024, up from 146 in Q1 2024.
  • Funds reported $976M of iShares Russell Top 200 ETF stock for Q2 2024, up 15% quarter-over-quarter.
  • 26 funds opened new iShares Russell Top 200 ETF positions in Q2 2024 and 11 closed out, a net change of +15 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2024 was Tompkins Financial, an estimated $33.2M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $8.14M sold.

Based on aggregated 13F filings for Q2 2024.