iShares Russell Top 200 ETF
146 hedge funds and large institutions have $850M invested in iShares Russell Top 200 ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 55 reducing their positions, and 10 closing their positions.
50% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 10
9% more capital invested
Capital invested by funds: $779M → $850M (+$71.7M)
3% more funds holding
Funds holding: 142 → 146 (+4)
2.77% less ownership
Funds ownership: 68.88% → 66.1% (-2.8%)
7% less funds holding in top 10
Funds holding in top 10: 14 → 13 (-1)
11% less repeat investments, than reductions
Existing positions increased: 49 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LPL Financial
San Diego,
California
|
+$18.3M |
| 2 |
Citigroup
New York
|
+$7.01M |
| 3 |
IA
IFP Advisors
Tampa,
Florida
|
+$6.08M |
| 4 |
Citadel Advisors
Miami,
Florida
|
+$4.54M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$4.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
-$24.2M |
| 2 |
Morgan Stanley
New York
|
-$17.5M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$13.4M |
| 4 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$7.24M |
| 5 |
BlackRock
New York
|
-$5.02M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
BF
151
BOK Financial
Tulsa,
Oklahoma
| – | -$7.24M | -62,881 | Closed |
|
152
Two Sigma Investments
New York
| – | -$2.36M | -20,500 | Closed |
|
|
AWM
153
AE Wealth Management
Topeka,
Kansas
| – | -$398K | -3,352 | Closed |
|
|
SCM
154
Sollinda Capital Management
Miami,
Florida
| – | -$230K | -2,000 | Closed |
|
|
GI
155
Gradient Investments
Arden Hills,
Minnesota
| – | -$38.9K | -338 | Closed |
|
|
FBC
156
Fairfield, Bush & Co
Darien,
Connecticut
| – | -$11.5K | -100 | Closed |
|
|
GWANC
157
Guardian Wealth Advisors (North Carolina)
Raleigh,
North Carolina
| – | -$1.5K | -13 | Closed |
|
IWL Hedge Fund Activity: Q1 2024 in Review
146 of the 6,942 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2024, worth a combined $850M — up 9.2% from $779M a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IWL positions and 10 closed out — a net gain of 5 holders — while 49 added to existing stakes and 55 trimmed.
The largest buyer was LPL Financial, adding an estimated $18.3M. The largest seller was Win Advisors, exiting entirely with an estimated $24.2M sold.
- 146 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2024, up from 142 in Q4 2023.
- Funds reported $850M of iShares Russell Top 200 ETF stock for Q1 2024, up 9.2% quarter-over-quarter.
- 15 funds opened new iShares Russell Top 200 ETF positions in Q1 2024 and 10 closed out, a net change of +5 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2024 was LPL Financial, an estimated $18.3M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2024 was Win Advisors, an estimated $24.2M sold.
Based on aggregated 13F filings for Q1 2024.