We are live on ! Find out more
IWL icon

iShares Russell Top 200 ETF

27 hedge funds and large institutions have $133M invested in iShares Russell Top 200 ETF in 2014 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 7 increasing their positions, 5 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

213% more capital invested

Capital invested by funds: $42.4M → $133M (+$90.4M)

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

40% more repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 5

24.59% more ownership

Funds ownership: 46.02%70.61% (+25%)

4% more funds holding

Funds holding: 2627 (+1)

Holders
27
Holders Change
+1
Holders Change %
+3.85%
% of All Funds
0.72%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
6
Increased
7
Reduced
5
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PPA
1
Parametric Portfolio Associates
Washington
$87M +$84.4M +1,844,325 New
HighTower Advisors
2
HighTower Advisors
Illinois
$21.5M -$298K -6,505 -1%
Bank of America
3
Bank of America
North Carolina
$10.3M +$167K +3,657 +2%
Ameriprise
4
Ameriprise
Minnesota
$3.04M +$2.92M +63,771 +9,766%
Goldman Sachs
5
Goldman Sachs
New York
$2.38M +$2.31M +50,369 New
GWM
6
Greenwich Wealth Management
Connecticut
$1.99M +$13.1K +287 +2%
Commonwealth Equity Services
7
Commonwealth Equity Services
Massachusetts
$1.31M +$1.27M +27,768 New
PCM
8
Parsons Capital Management
Rhode Island
$1.06M +$41.9K +915 +4%
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$750K -$2.84M -62,030 -80%
FBNAT
10
FirstMerit Bank N.A. Trustee
Ohio
$662K +$18.3K +400 +3%
LPL Financial
11
LPL Financial
California
$488K -$42.5K -929 -8%
BWM
12
Baystate Wealth Management
Massachusetts
$394K
Morgan Stanley
13
Morgan Stanley
New York
$347K +$2.43K +53 +0.7%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$326K
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$304K -$842K -18,399 -74%
NFG
16
Next Financial Group
Texas
$273K -$16.9K -370 -6%
Wells Fargo
17
Wells Fargo
California
$171K +$9.16K +200 +6%
UBS Group
18
UBS Group
Switzerland
$155K +$150K +3,280 New
MFS
19
MSI Financial Services
Massachusetts
$141K
US Bancorp
20
US Bancorp
Minnesota
$47K
LTFS
21
Ladenburg Thalmann Financial Services
Florida
$35K
AIG
22
American International Group
New York
$31.2K
Deutsche Bank
23
Deutsche Bank
Germany
$23K
GWA
24
Genesis Wealth Advisors
Massachusetts
$19.2K +$18.3K +400 New
NES
25
New England Securities
New York
$9K

IWL Hedge Fund Activity: Q4 2014 in Review

27 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2014, worth a combined $133M — up 213% from $42.4M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IWL positions and 4 closed out — a net gain of 2 holders — while 7 added to existing stakes and 5 trimmed.

The largest buyer was Parametric Portfolio Associates, opening a new position worth an estimated $84.4M. The largest seller was Susquehanna International Group, cutting an estimated $2.84M.

  • 27 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2014, up from 26 in Q3 2014.
  • Funds reported $133M of iShares Russell Top 200 ETF stock for Q4 2014, up 213% quarter-over-quarter.
  • 6 funds opened new iShares Russell Top 200 ETF positions in Q4 2014 and 4 closed out, a net change of +2 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2014 was Parametric Portfolio Associates, an estimated $84.4M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2014 was Susquehanna International Group, an estimated $2.84M sold.

Based on aggregated 13F filings for Q4 2014.