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iShares Russell Top 200 ETF
IWL

160 hedge funds and large institutions have $998M invested in iShares Russell Top 200 ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 14

2% more capital invested

Capital invested by funds: $976M → $998M (+$21.4M)

1% more funds holding

Funds holding: 159 → 160 (+1)

0.18% more ownership

Funds ownership: 65.85% → 66.03% (+0.18%)

12% less repeat investments, than reductions

Existing positions increased: 53 | Existing positions reduced: 60

13% less funds holding in top 10

Funds holding in top 10: 15 → 13 (-2)

Holders
160
Holders Change
+1
Holders Change %
+0.63%
% of All Funds
2.3%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
17
Increased
53
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Morgan Stanley
Morgan Stanley
New York
+$21.7M
2
TF
Tompkins Financial
New York
+$11.4M
3
ZIMP
Zimmermann Investment Management & Planning
Pennsylvania
+$7.03M
4
FL
FreeGulliver LLC
Louisiana
+$6.83M
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$5.33M

Top Sellers

Rank Fund Capital Flow
1
PCP
Proficio Capital Partners
Massachusetts
-$31.5M
2
CFD
Creative Financial Designs
Indiana
-$7.75M
3
VOYA Investment Management
VOYA Investment Management
Georgia
-$6.66M
4
IA
IFP Advisors
Florida
-$6.6M
5
ECA
Elevation Capital Advisory
Oregon
-$5.74M
Name Holding Trade Value Shares
Change 		Change in
Stake
AssetMark Inc
151
AssetMark Inc
California
$23.6K +$21.4K +158 +1,580%
HWA
152
HHM Wealth Advisors
Tennessee
$21.1K – – –
Qube Research & Technologies (QRT)
153
Qube Research & Technologies (QRT)
United Kingdom
$18.8K +$18.2K +134 New
Bank of Montreal
154
Bank of Montreal
Ontario, Canada
$17.5K – – –
TCOV
155
Trust Company of Vermont
Vermont
$14K – – –
EWA
156
EverSource Wealth Advisors
Alabama
$7.87K – – –
SCM
157
Sterling Capital Management
North Carolina
$4.92K +$4.75K +35 New
VF
158
VitalStone Financial
Texas
$3.79K – – –
S
159
SignatureFD
Georgia
$1.97K – – –
ACA
160
Aptus Capital Advisors
Alabama
$1.83K – – –
LFG
161
Larson Financial Group
Missouri
$284 – – –
PCP
162
Proficio Capital Partners
Massachusetts
– -$31.5M -234,876 Closed
ECA
163
Elevation Capital Advisory
Oregon
– -$5.74M -42,880 Closed
Nisa Investment Advisors
164
Nisa Investment Advisors
Missouri
– -$3.15M -23,500 Closed
Citigroup
165
Citigroup
New York
– -$2.39M -17,857 Closed
Two Sigma Investments
166
Two Sigma Investments
New York
– -$2.29M -17,100 Closed
SAM
167
Synergy Asset Management
Washington
– -$2.17M -16,232 Closed
NFSG
168
Newbridge Financial Services Group
Florida
– -$649K -4,845 Closed
SWM
169
Silverlake Wealth Management
Vermont
– -$268K -2,000 Closed
KJHP
170
K.J. Harrison & Partners
Ontario, Canada
– -$251K -1,871 Closed
AI
171
Atria Investments
North Carolina
– -$225K -1,680 Closed
NRC
172
New Republic Capital
North Carolina
– -$10.8K -81 Closed
PCM
173
Penserra Capital Management
California
– -$8K -59 Closed
GI
174
Gradient Investments
Minnesota
– -$5.09K -38 Closed
AFWM
175
Abich Financial Wealth Management
Virginia
– -$2.14K -16 Closed
3 4 5 6
7

IWL Hedge Fund Activity: Q3 2024 in Review

160 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2024, worth a combined $998M — up 2.2% from $976M a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IWL positions and 14 closed out — a net gain of 3 holders — while 53 added to existing stakes and 60 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $21.7M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $31.5M sold.

  • 160 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2024, up from 159 in Q2 2024.
  • Funds reported $998M of iShares Russell Top 200 ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
  • 17 funds opened new iShares Russell Top 200 ETF positions in Q3 2024 and 14 closed out, a net change of +3 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q3 2024 was Morgan Stanley, an estimated $21.7M added.
  • The largest iShares Russell Top 200 ETF seller in Q3 2024 was Proficio Capital Partners, an estimated $31.5M sold.

Based on aggregated 13F filings for Q3 2024.