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iShares Russell Top 200 ETF

25 hedge funds and large institutions have $43.6M invested in iShares Russell Top 200 ETF in 2015 Q2 according to their latest regulatory filings, with 2 funds opening new positions, 13 increasing their positions, 4 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

225% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 4

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

9% more capital invested

Capital invested by funds: $40.1M → $43.6M (+$3.58M)

4% more funds holding

Funds holding: 2425 (+1)

0.85% more ownership

Funds ownership: 41.3%42.15% (+0.85%)

Holders
25
Holders Change
+1
Holders Change %
+4.17%
% of All Funds
0.67%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
2
Increased
13
Reduced
4
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$17.2M +$13.3K +278 +0.1%
Bank of America
2
Bank of America
North Carolina
$8.74M +$972K +20,346 +12%
Ameriprise
3
Ameriprise
Minnesota
$4.13M +$694K +14,519 +20%
Goldman Sachs
4
Goldman Sachs
New York
$2.38M +$11.3K +237 +0.5%
GWM
5
Greenwich Wealth Management
Connecticut
$2.37M +$13.5K +283 +2%
Commonwealth Equity Services
6
Commonwealth Equity Services
Massachusetts
$1.64M +$114K +2,391 +7%
PCM
7
Parsons Capital Management
Rhode Island
$1.16M +$67.4K +1,411 +6%
LPL Financial
8
LPL Financial
California
$1.11M +$518K +10,831 +85%
SG Americas Securities
9
SG Americas Securities
New York
$588K +$597K +12,490 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$564K -$1.44M -30,232 -72%
Wells Fargo
11
Wells Fargo
California
$551K -$19.6K -410 -3%
FBNAT
12
FirstMerit Bank N.A. Trustee
Ohio
$521K -$80.1K -1,677 -13%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$504K +$61.8K +1,293 +14%
BWM
14
Baystate Wealth Management
Massachusetts
$394K
NFG
15
Next Financial Group
Texas
$379K +$23.3K +487 +6%
Citadel Advisors
16
Citadel Advisors
Florida
$343K +$347K +7,271 New
JMPWA
17
JP Morgan Private Wealth Advisors
California
$326K
Morgan Stanley
18
Morgan Stanley
New York
$311K +$34.1K +713 +12%
UBS Group
19
UBS Group
Switzerland
$192K +$30.1K +630 +18%
MFS
20
MSI Financial Services
Massachusetts
$77K -$141K -2,959 -64%
US Bancorp
21
US Bancorp
Minnesota
$47K
LTFS
22
Ladenburg Thalmann Financial Services
Florida
$31K
AIG
23
American International Group
New York
$30K
Citigroup
24
Citigroup
New York
$19K +$14K +294 +243%
WP
25
WealthPLAN Partners
Nebraska
-$3K -54 Closed

IWL Hedge Fund Activity: Q2 2015 in Review

25 of the 3,712 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2015, worth a combined $43.6M — up 8.9% from $40.1M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IWL positions and 1 closed out — a net gain of 1 holder — while 13 added to existing stakes and 4 trimmed.

The largest buyer was Bank of America, adding an estimated $972K. The largest seller was Susquehanna International Group, cutting an estimated $1.44M.

  • 25 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2015, up from 24 in Q1 2015.
  • Funds reported $43.6M of iShares Russell Top 200 ETF stock for Q2 2015, up 8.9% quarter-over-quarter.
  • 2 funds opened new iShares Russell Top 200 ETF positions in Q2 2015 and 1 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2015 was Bank of America, an estimated $972K added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2015 was Susquehanna International Group, an estimated $1.44M sold.

Based on aggregated 13F filings for Q2 2015.