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iShares Russell Top 200 ETF
IWL

160 hedge funds and large institutions have $998M invested in iShares Russell Top 200 ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $976M → $998M (+$21.4M)

1% more funds holding

Funds holding: 159 → 160 (+1)

0.18% more ownership

Funds ownership: 65.85% → 66.03% (+0.18%)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.3%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
17
Increased
53
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.7M
2
TF
Tompkins Financial
New York
+$11.4M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
+$7.03M
4
FL
FreeGulliver LLC
Louisiana
+$6.83M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
-$31.5M
2
CFD
Creative Financial Designs
Indiana
-$7.75M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$6.66M
4
IA
IFP Advisors
Florida
-$6.6M
5
ECA
Elevation Capital Advisory
Oregon
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
MA
101
MONECO Advisors
Connecticut
$552K – – –
MWA
102
Merkkuri Wealth Advisors
New York
$542K +$1.76K +13 +0.3%
CAGAS
103
Capital Advisory Group Advisory Services
Minnesota
$540K +$248K +1,826 +90%
AIM
104
Anchor Investment Management
South Carolina
$494K – – –
EFG
105
Ethos Financial Group
Pennsylvania
$451K +$11.5K +85 +3%
AFC
106
AFT Forsyth & Company
Florida
$443K +$136 +1 +0%
JWM
107
Jackson Wealth Management
Florida
$426K +$411K +3,032 New
GFS
108
GYL Financial Synergies
Connecticut
$413K – – –
SOAMC
109
Spirit of America Management Corp
New York
$413K -$2.44K -18 -0.6%
SA
110
Sanctuary Advisors
Indiana
$398K +$9.76K +72 +3%
HI
111
Harbour Investments
Wisconsin
$392K +$79.4K +586 +27%
ML
112
McAdam LLC
Pennsylvania
$388K +$5.29K +39 +1%
FPF
113
First Pacific Financial
Washington
$375K -$8.54K -63 -2%
ABWM
114
Alpine Bank Wealth Management
Colorado
$351K +$339K +2,500 New
GCP
115
GSA Capital Partners
United Kingdom
$343K -$193K -1,422 -37%
CAPTRUST Financial Advisors
116
CAPTRUST Financial Advisors
North Carolina
$341K +$27.5K +203 +9%
TFA
117
Toth Financial Advisory
Virginia
$334K -$118K -870 -27%
BFG
118
Bouchey Financial Group
New York
$320K – – –
RA
119
Resolute Advisors
California
$314K +$303K +2,238 New
BBHC
120
Brown Brothers Harriman & Co
New York
$306K +$296K +2,181 New
CF
121
Centaurus Financial
California
$305K +$35.2K +260 +14%
GWM
122
Geneos Wealth Management
Colorado
$286K +$2.85K +21 +1%
UAG
123
United Advisor Group
Ohio
$284K +$275K +2,025 New
CIAS
124
Capital Investment Advisory Services
North Carolina
$281K – – –
CWM
125
Cornerstone Wealth Management
Missouri
$274K -$7.18K -53 -3%
3 4
5
6 7

IWL Hedge Fund Activity: Q3 2024 in Review

160 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2024, worth a combined $998M — up 2.2% from $976M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IWL positions and 14 closed out — a net gain of 3 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.7M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $31.5M sold.

  • 160 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $998M of iShares Russell Top 200 ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 17 funds opened new iShares Russell Top 200 ETF positions in Q3 2024 and 14 closed out, a net change of +3 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q3 2024 was Morgan Stanley, an estimated $21.7M added.
  • The largest iShares Russell Top 200 ETF seller in Q3 2024 was Proficio Capital Partners, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2024.