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iShares Russell Top 200 ETF

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

30% more funds holding

Funds holding: 2026 (+6)

2% more capital invested

Capital invested by funds: $40.9M → $41.9M (+$1M)

0% more repeat investments, than reductions

Existing positions increased: 6 | Existing positions reduced: 6

0.69% less ownership

Funds ownership: 54.06%53.37% (-0.69%)

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
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$18.6M +$4.72M +113,127 +35%
Bank of America
2
Bank of America
North Carolina
$9.91M -$7.64M -183,032 -44%
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$3.75M +$3.68M +88,255 New
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$3.32M +$1.25M +30,057 +63%
GWM
5
Greenwich Wealth Management
Connecticut
$1.78M -$52.4K -1,257 -8%
FBNAT
6
FirstMerit Bank N.A. Trustee
Ohio
$671K -$44.3K -1,061 -6%
PCM
7
Parsons Capital Management
Rhode Island
$608K +$118K +2,820 +25%
VKH
8
Virtu KCG Holdings
New York
$559K +$549K +13,151 New
LPL Financial
9
LPL Financial
California
$428K +$17.2K +413 +4%
CA
10
Cetera Advisors
Colorado
$420K
BWM
11
Baystate Wealth Management
Massachusetts
$355K
JMPWA
12
JP Morgan Private Wealth Advisors
California
$326K -$2.4M -57,535 -88%
Morgan Stanley
13
Morgan Stanley
New York
$259K -$18.4K -442 -7%
BCM
14
BTR Capital Management
California
$202K +$199K +4,760 New
Wells Fargo
15
Wells Fargo
California
$154K -$6.67K -160 -4%
U
16
UBS
Switzerland
$139K
US Bancorp
17
US Bancorp
Minnesota
$106K +$104K +2,490 New
SG Americas Securities
18
SG Americas Securities
New York
$105K +$103K +2,479 New
MFS
19
MSI Financial Services
Massachusetts
$84K +$12.5K +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 +$1.46K +35 +10%
NES
24
New England Securities
New York
$8K
Creative Planning
25
Creative Planning
Kansas
$8K +$8.34K +200 New

IWL Hedge Fund Activity: Q1 2014 in Review

26 of the 3,463 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2014, worth a combined $41.9M — up 2.4% from $40.9M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IWL positions and 0 closed out — a net gain of 6 holders — while 6 added to existing stakes and 6 trimmed.

The largest buyer was HighTower Advisors, adding an estimated $4.72M. The largest seller was Bank of America, cutting an estimated $7.64M.

  • 26 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2014, up from 20 in Q4 2013.
  • Funds reported $41.9M of iShares Russell Top 200 ETF stock for Q1 2014, up 2.4% quarter-over-quarter.
  • 6 funds opened new iShares Russell Top 200 ETF positions in Q1 2014 and 0 closed out, a net change of +6 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q1 2014 was HighTower Advisors, an estimated $4.72M added.
  • The largest iShares Russell Top 200 ETF seller in Q1 2014 was Bank of America, an estimated $7.64M sold.

Based on aggregated 13F filings for Q1 2014.