iShares Russell Top 200 ETF
124 hedge funds and large institutions have $566M invested in iShares Russell Top 200 ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 12 closing their positions.
100% more first-time investments, than exits
New positions opened: 24 | Existing positions closed: 12
67% more funds holding in top 10
Funds holding in top 10: 9 → 15 (+6)
46% more capital invested
Capital invested by funds: $387M → $566M (+$179M)
44% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 32
10.39% more ownership
Funds ownership: 52.95% → 63.34% (+10%)
7% more funds holding
Funds holding: 116 → 124 (+8)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
+$48.6M |
| 2 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
+$19.2M |
| 3 |
WC
Wexford Capital
West Palm Beach,
Florida
|
+$15M |
| 4 |
JP Morgan Chase
New York
|
+$12.8M |
| 5 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$12.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
-$13.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$4.97M |
| 3 |
Goldman Sachs
New York
|
-$2.3M |
| 4 |
US Bancorp
Minneapolis,
Minnesota
|
-$1.78M |
| 5 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
-$1.58M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
PS
126
Portfolio Strategies
Monsey,
New York
| – | -$13.1M | -154,880 | Closed |
|
|
ML
127
McAdam LLC
Philadelphia,
Pennsylvania
| – | -$1.19M | -13,997 | Closed |
|
128
Citadel Advisors
Miami,
Florida
| – | -$1.16M | -13,690 | Closed |
|
|
GWM
129
Greenwich Wealth Management
Greenwich,
Connecticut
| – | -$1.58M | -9,586 | Closed |
|
|
UCFA
130
United Capital Financial Advisors
Irving,
Texas
| – | -$556K | -6,548 | Closed |
|
|
SOS
131
Silver Oak Securities
Jackson,
Tennessee
| – | -$671K | -6,492 | Closed |
|
|
HWM
132
HB Wealth Management
Atlanta,
Georgia
| – | -$482K | -5,674 | Closed |
|
|
PAG
133
Private Advisor Group
Morristown,
New Jersey
| – | -$214K | -2,518 | Closed |
|
134
Truist Financial
Charlotte,
North Carolina
| – | -$201K | -2,368 | Closed |
|
|
EIP
135
Ellis Investment Partners
Berwyn,
Pennsylvania
| – | -$86K | -1,018 | Closed |
|
136
Qube Research & Technologies (QRT)
London,
United Kingdom
| – | -$28K | -332 | Closed |
|
137
Rockefeller Capital Management
New York
| – | -$21K | -250 | Closed |
|
IWL Hedge Fund Activity: Q4 2022 in Review
124 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2022, worth a combined $566M — up 46% from $387M a quarter earlier.
Buyers outnumbered sellers: 24 funds opened new IWL positions and 12 closed out — a net gain of 12 holders — while 46 added to existing stakes and 32 trimmed.
The largest buyer was Ameriprise, adding an estimated $48.6M. The largest seller was Portfolio Strategies, exiting entirely with an estimated $13.1M sold.
- 124 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2022, up from 116 in Q3 2022.
- Funds reported $566M of iShares Russell Top 200 ETF stock for Q4 2022, up 46% quarter-over-quarter.
- 24 funds opened new iShares Russell Top 200 ETF positions in Q4 2022 and 12 closed out, a net change of +12 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2022 was Ameriprise, an estimated $48.6M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2022 was Portfolio Strategies, an estimated $13.1M sold.
Based on aggregated 13F filings for Q4 2022.