iShares Russell Top 200 ETF
20 hedge funds and large institutions have $40.9M invested in iShares Russell Top 200 ETF in 2013 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
18% more funds holding
Funds holding: 17 → 20 (+3)
3% more capital invested
Capital invested by funds: $39.6M → $40.9M (+$1.32M)
0% more repeat investments, than reductions
Existing positions increased: 6 | Existing positions reduced: 6
3.86% less ownership
Funds ownership: 57.92% → 54.06% (-3.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HighTower Advisors
Chicago,
Illinois
|
+$13.1M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$739K |
| 3 |
PCM
Parsons Capital Management
Providence,
Rhode Island
|
+$463K |
| 4 |
CA
Cetera Advisors
Denver,
Colorado
|
+$403K |
| 5 |
BWM
Baystate Wealth Management
Boston,
Massachusetts
|
+$337K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$16.9M |
| 2 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$666K |
| 3 |
JMPWA
JP Morgan Private Wealth Advisors
San Francisco,
California
|
-$146K |
| 4 |
U
UBS
Zurich,
Switzerland
|
-$28K |
| 5 |
Deutsche Bank
Frankfurt Am Main Ge,
Germany
|
-$20.2K |
IWL Hedge Fund Activity: Q4 2013 in Review
20 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2013, worth a combined $40.9M — up 3.3% from $39.6M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IWL positions and 1 closed out — a net gain of 4 holders — while 6 added to existing stakes and 6 trimmed.
The largest buyer was HighTower Advisors, opening a new position worth an estimated $13.1M. The largest seller was Bank of America, cutting an estimated $16.9M.
- 20 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2013, up from 17 in Q3 2013.
- Funds reported $40.9M of iShares Russell Top 200 ETF stock for Q4 2013, up 3.3% quarter-over-quarter.
- 5 funds opened new iShares Russell Top 200 ETF positions in Q4 2013 and 1 closed out, a net change of +4 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2013 was HighTower Advisors, an estimated $13.1M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2013 was Bank of America, an estimated $16.9M sold.
Based on aggregated 13F filings for Q4 2013.