iShares Russell Top 200 ETF
124 hedge funds and large institutions have $486M invested in iShares Russell Top 200 ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 10 closing their positions.
30% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 10
0% more funds holding
Funds holding: 124 → 124 (0)
4.32% less ownership
Funds ownership: 63.34% → 59.02% (-4.3%)
14% less capital invested
Capital invested by funds: $566M → $486M (-$80.2M)
47% less funds holding in top 10
Funds holding in top 10: 15 → 8 (-7)
50% less repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 60
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
+$9.79M |
| 2 |
JP Morgan Chase
New York
|
+$3.72M |
| 3 |
Jane Street
New York
|
+$3.52M |
| 4 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$2.7M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.86M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$60.1M |
| 2 |
WC
Wexford Capital
West Palm Beach,
Florida
|
-$14.9M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$12M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.86M |
| 5 |
WLPWM
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
|
-$8.66M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
WC
126
Wexford Capital
West Palm Beach,
Florida
| – | -$14.9M | -165,154 | Closed |
|
|
PCP
127
Proficio Capital Partners
Newton,
Massachusetts
| – | -$12M | -133,235 | Closed |
|
|
WLPWM
128
Walled Lake Planning & Wealth Management
Winnetka,
Illinois
| – | -$8.66M | -96,207 | Closed |
|
|
AWM
129
Avior Wealth Management
Omaha,
Nebraska
| – | -$3.89M | -43,219 | Closed |
|
|
KJHP
130
K.J. Harrison & Partners
Toronto,
Ontario, Canada
| – | -$283K | -2,325 | Closed |
|
|
ACA
131
Aptus Capital Advisors
Fairhope,
Alabama
| – | -$22.5K | -250 | Closed |
|
132
Citigroup
New York
| – | -$20.3K | -226 | Closed |
|
|
MCC
133
Money Concepts Capital
Palm Beach Gardens,
Florida
| – | -$12.4K | -138 | Closed |
|
|
BCMLT
134
Beacon Capital Management LLC (Tennessee)
Franklin,
Tennessee
| – | -$3.04K | -34 | Closed |
|
|
RIA
135
Realta Investment Advisors
Wilmington,
Delaware
| – | -$1.44K | -16 | Closed |
|
IWL Hedge Fund Activity: Q1 2023 in Review
124 of the 6,275 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2023, worth a combined $486M — down 14% from $566M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IWL positions and 10 closed out — a net gain of 3 holders — while 30 added to existing stakes and 60 trimmed.
The largest buyer was EP Wealth Advisors, opening a new position worth an estimated $9.79M. The largest seller was Ameriprise, cutting an estimated $60.1M.
- 124 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2023, unchanged from Q4 2022.
- Funds reported $486M of iShares Russell Top 200 ETF stock for Q1 2023, down 14% quarter-over-quarter.
- 13 funds opened new iShares Russell Top 200 ETF positions in Q1 2023 and 10 closed out, a net change of +3 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2023 was EP Wealth Advisors, an estimated $9.79M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2023 was Ameriprise, an estimated $60.1M sold.
Based on aggregated 13F filings for Q1 2023.