iShares Russell Top 200 ETF
189 hedge funds and large institutions have $1.1B invested in iShares Russell Top 200 ETF in 2025 Q1 according to their latest regulatory filings, with 20 funds opening new positions, 70 increasing their positions, 61 reducing their positions, and 16 closing their positions.
25% more first-time investments, than exits
New positions opened: 20 | Existing positions closed: 16
23% more funds holding in top 10
Funds holding in top 10: 13 → 16 (+3)
15% more repeat investments, than reductions
Existing positions increased: 70 | Existing positions reduced: 61
1% more funds holding
Funds holding: 187 → 189 (+2)
0.89% more ownership
Funds ownership: 69.11% → 70% (+0.89%)
4% less capital invested
Capital invested by funds: $1.14B → $1.1B (-$45.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$24.8M |
| 2 |
EH
Equitable Holdings
New York
|
+$20.8M |
| 3 |
GKFF
George Kaiser Family Foundation
Tulsa,
Oklahoma
|
+$13.2M |
| 4 |
Morgan Stanley
New York
|
+$12.1M |
| 5 |
Lido Advisors
Los Angeles,
California
|
+$7.34M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Tompkins Financial
Ithaca,
New York
|
-$61.6M |
| 2 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$21.8M |
| 3 |
GM
GeoWealth Management
Chicago,
Illinois
|
-$6.81M |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.14M |
| 5 |
Two Sigma Investments
New York
|
-$6.11M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FFA
201
Frazier Financial Advisors
Columbus,
Ohio
| – | -$51K | -351 | Closed |
|
|
CB
202
Centennial Bank
Conway,
Arkansas
| – | -$25.8K | -178 | Closed |
|
|
CFS
203
Compass Financial Services
West Des Moines,
Iowa
| – | -$18.8K | -130 | Closed |
|
|
SAM
204
Synergy Asset Management
Vancouver,
Washington
| – | -$11.2K | -80 | Closed |
|
|
NWWA
205
New Wave Wealth Advisors
Springdale,
Arkansas
| – | -$4.78K | -33 | Closed |
|
206
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| – | +$145 | +1 | New |
|
IWL Hedge Fund Activity: Q1 2025 in Review
189 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2025, worth a combined $1.1B — down 4% from $1.14B a quarter earlier.
Buyers outnumbered sellers: 20 funds opened new IWL positions and 16 closed out — a net gain of 4 holders — while 70 added to existing stakes and 61 trimmed.
The largest buyer was Proficio Capital Partners, opening a new position worth an estimated $24.8M. The largest seller was Tompkins Financial, cutting an estimated $61.6M.
- 189 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2025, up from 187 in Q4 2024.
- Funds reported $1.1B of iShares Russell Top 200 ETF stock for Q1 2025, down 4% quarter-over-quarter.
- 20 funds opened new iShares Russell Top 200 ETF positions in Q1 2025 and 16 closed out, a net change of +4 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2025 was Proficio Capital Partners, an estimated $24.8M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2025 was Tompkins Financial, an estimated $61.6M sold.
Based on aggregated 13F filings for Q1 2025.