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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

26 hedge funds and large institutions have $41.9M invested in iShares Russell Top 200 ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 6 increasing their positions, 6 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
26
Holders Change
+6
Holders Change %
+30%
% of All Funds
0.75%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
6
Increased
6
Reduced
6
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
$18.6M
2
Susquehanna International Group
Susquehanna International Group
Pennsylvania
$3.75M
3
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$3.32M
4
VKH
Virtu KCG Holdings
New York
$559K
5
BCM
BTR Capital Management
California
$202K

Top Sellers

1
Bank of America
Bank of America
North Carolina
$9.92M
2
JPMPWA
J.P. Morgan Private Wealth Advisors
California
$326K
3
GWM
Greenwich Wealth Management
Connecticut
$1.78M
4
FBNAT
FirstMerit Bank N.A. Trustee
Ohio
$671K
5
Morgan Stanley
Morgan Stanley
New York
$259K
Name Holding Trade Value Shares
Change 		Shares
Change %
HighTower Advisors
1
HighTower Advisors
Illinois
$18.6M +$4.81M +113,127 +35%
Bank of America
2
Bank of America
North Carolina
$9.92M -$7.78M -183,032 -44%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.75M +$3.75M +88,255 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.32M +$1.28M +30,057 +63%
GWM
5
Greenwich Wealth Management
Connecticut
$1.78M -$146K -1,257 -8%
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$671K -$45.1K -1,061 -6%
PCM
7
Parsons Capital Management
Rhode Island
$608K +$120K +2,820 +25%
VKH
8
Virtu KCG Holdings
New York
$559K +$559K +13,151 New
LPL Financial
9
LPL Financial
California
$428K +$17.6K +413 +4%
CA
10
Cetera Advisors
Colorado
$420K – – –
BWM
11
Baystate Wealth Management
Massachusetts
$355K – – –
JPMPWA
12
J.P. Morgan Private Wealth Advisors
California
$326K -$2.44M -57,535 -88%
Morgan Stanley
13
Morgan Stanley
New York
$259K -$18.8K -442 -7%
BCM
14
BTR Capital Management
California
$202K +$202K +4,760 New
Wells Fargo
15
Wells Fargo
California
$154K -$6.8K -160 -4%
U
16
UBS
Switzerland
$139K – – –
US Bancorp
17
US Bancorp
Minnesota
$106K +$106K +2,490 New
SG Americas Securities
18
SG Americas Securities
New York
$105K +$105K +2,479 New
MFS
19
MSI Financial Services
Massachusetts
$84K +$12.7K +300 +18%
LTFS
20
Ladenburg Thalmann Financial Services
Florida
$53K – – –
Ameriprise
21
Ameriprise
Minnesota
$28K – – –
Deutsche Bank
22
Deutsche Bank
Germany
$21K – – –
AIG
23
American International Group
New York
$15.7K +$1.49K +35 +10%
NES
24
New England Securities
New York
$8K – – –
Creative Planning
25
Creative Planning
Kansas
$8K +$8K +200 New
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