iShares Russell Top 200 ETF
142 hedge funds and large institutions have $779M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
44% more capital invested
Capital invested by funds: $541M → $779M (+$237M)
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
7.37% more ownership
Funds ownership: 61.5% → 68.88% (+7.4%)
4% more funds holding
Funds holding: 136 → 142 (+6)
4% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$54.6M |
| 2 |
TF
Tompkins Financial
Ithaca,
New York
|
+$46.9M |
| 3 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$21M |
| 4 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$9.96M |
| 5 |
DL
DOHJ LLC
Seattle,
Washington
|
+$9.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$17.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$2.14M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.91M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$1.87M |
| 5 |
JP Morgan Chase
New York
|
-$1.84M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BAAM
151
Baker Avenue Asset Management
San Francisco,
California
| – | -$18.6K | -180 | Closed |
|
|
FIA
152
FNY Investment Advisers
New York
| – | -$10K | -100 | Closed |
|
|
PCM
153
Penserra Capital Management
Orinda,
California
| – | -$7K | -69 | Closed |
|
154
US Bancorp
Minneapolis,
Minnesota
| – | -$2.38K | -23 | Closed |
|
|
IPW
155
Impact Partnership Wealth
Marietta,
Georgia
| – | -$1.65K | -16 | Closed |
|
IWL Hedge Fund Activity: Q4 2023 in Review
142 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2023, worth a combined $779M — up 44% from $541M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IWL positions and 12 closed out — a net gain of 6 holders — while 51 added to existing stakes and 49 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $54.6M. The largest seller was Strategic Equity Management, cutting an estimated $17.2M.
- 142 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2023, up from 136 in Q3 2023.
- Funds reported $779M of iShares Russell Top 200 ETF stock for Q4 2023, up 44% quarter-over-quarter.
- 18 funds opened new iShares Russell Top 200 ETF positions in Q4 2023 and 12 closed out, a net change of +6 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2023 was Morgan Stanley, an estimated $54.6M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2023 was Strategic Equity Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2023.