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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
CF
126
Centaurus Financial
California
$256K +$37.7K +295 +18%
KJHP
127
K.J. Harrison & Partners
Ontario, Canada
$251K +$239K +1,871 New
OWA
128
Octavia Wealth Advisors
Ohio
$243K – – –
AI
129
Atria Investments
North Carolina
$225K +$215K +1,680 New
AR
130
Apeiron RIA
Texas
$213K +$511 +4 +0.3%
Comerica Bank
131
Comerica Bank
Texas
$145K -$2.68K -21 -2%
TRCT
132
Tower Research Capital (TRC)
New York
$141K -$222K -1,740 -62%
UB
133
UMB Bank
Missouri
$134K – – –
GJIA
134
Glass Jacobson Investment Advisors
Maryland
$134K -$7.16K -56 -5%
FDCDDQ
135
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$4.09K -32 -4%
MPWT
136
MassMutual Private Wealth & Trust
Connecticut
$103K – – –
PB
137
Pinnacle Bancorp
Nebraska
$73.9K – – –
PTC
138
Private Trust Company
Ohio
$64.3K – – –
BBPWM
139
Blue Bell Private Wealth Management
Pennsylvania
$62.4K -$2.17K -17 -4%
SPIA
140
Steward Partners Investment Advisory
New York
$59.3K +$56.6K +443 New
AWM
141
Aspire Wealth Management
Massachusetts
$54.7K +$128 +1 +0.2%
AF
142
Advisornet Financial
Minnesota
$40.2K +$38.3K +300 New
IRC
143
Investors Research Corp
Georgia
$36.3K +$34.6K +271 New
GT
144
Glenmede Trust
Pennsylvania
$30.3K – – –
NS
145
NBC Securities
Alabama
$29K +$27.9K +218 New
NA
146
NewEdge Advisors
Louisiana
$27.3K – – –
PO
147
Private Ocean
California
$22.8K – – –
HWA
148
HHM Wealth Advisors
Tennessee
$20.1K – – –
Bank of Montreal
149
Bank of Montreal
Ontario, Canada
$17K – – –
TCOV
150
Trust Company of Vermont
Vermont
$13.4K – – –
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.