iShares Russell Top 200 ETF
17 hedge funds and large institutions have $39.6M invested in iShares Russell Top 200 ETF in 2013 Q3 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
21% more funds holding
Funds holding: 14 → 17 (+3)
20% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 5
6% more capital invested
Capital invested by funds: $37.5M → $39.6M (+$2.17M)
2.88% less ownership
Funds ownership: 60.81% → 57.92% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$666K |
| 2 |
LPL Financial
San Diego,
California
|
+$346K |
| 3 |
U
UBS
Zurich,
Switzerland
|
+$76.1K |
| 4 |
GWM
Greenwich Wealth Management
Greenwich,
Connecticut
|
+$73.7K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
+$49.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
-$305K |
| 2 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$246K |
| 3 |
Bank of America
Charlotte,
North Carolina
|
-$124K |
| 4 |
FBNAT
FirstMerit Bank N.A. Trustee
Akron,
Ohio
|
-$81.4K |
| 5 |
Morgan Stanley
New York
|
-$79K |
IWL Hedge Fund Activity: Q3 2013 in Review
17 of the 3,084 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2013, worth a combined $39.6M — up 5.8% from $37.5M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IWL positions and 2 closed out — a net gain of 3 holders — while 6 added to existing stakes and 5 trimmed.
The largest buyer was Susquehanna International Group, opening a new position worth an estimated $666K. The largest seller was Baystate Wealth Management, exiting entirely with an estimated $305K sold.
- 17 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2013, up from 14 in Q2 2013.
- Funds reported $39.6M of iShares Russell Top 200 ETF stock for Q3 2013, up 5.8% quarter-over-quarter.
- 5 funds opened new iShares Russell Top 200 ETF positions in Q3 2013 and 2 closed out, a net change of +3 holders.
- The largest iShares Russell Top 200 ETF buyer in Q3 2013 was Susquehanna International Group, an estimated $666K added.
- The largest iShares Russell Top 200 ETF seller in Q3 2013 was Baystate Wealth Management, an estimated $305K sold.
Based on aggregated 13F filings for Q3 2013.