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iShares Russell Top 200 ETF

28 hedge funds and large institutions have $57.7M invested in iShares Russell Top 200 ETF in 2017 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 9 increasing their positions, 9 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

9% more capital invested

Capital invested by funds: $53.1M → $57.7M (+$4.58M)

1.19% more ownership

Funds ownership: 48.04%49.23% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

0% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 9

7% less funds holding

Funds holding: 3028 (-2)

25% less first-time investments, than exits

New positions opened: 3 | Existing positions closed: 4

Holders
28
Holders Change
-2
Holders Change %
-6.67%
% of All Funds
0.7%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
3
Increased
9
Reduced
9
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$16M +$290K +5,289 +2%
EA
2
Efficient Advisors
Ohio
$9.89M +$265K +4,825 +3%
CJA
3
C-J Advisory
California
$8.95M +$303K +5,515 +4%
Bank of America
4
Bank of America
North Carolina
$5.2M -$33.5K -610 -0.6%
GWM
5
Greenwich Wealth Management
Connecticut
$4.75M +$132K +2,410 +8%
Jane Street
6
Jane Street
New York
$1.64M +$1.61M +29,380 New
SG Americas Securities
7
SG Americas Securities
New York
$1.62M -$89K -1,622 -5%
LPL Financial
8
LPL Financial
California
$1.61M +$32.9K +599 +2%
Ameriprise
9
Ameriprise
Minnesota
$1.5M -$244K -4,440 -14%
Morgan Stanley
10
Morgan Stanley
New York
$1.34M +$82.8K +1,509 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.22M -$38.3K -698 -3%
GRP
12
Global Retirement Partners
California
$639K +$630K +11,473 New
GG
13
GenWealth Group
New Jersey
$592K +$584K +10,640 New
Goldman Sachs
14
Goldman Sachs
New York
$512K -$60.2K -1,096 -11%
JMPWA
15
JP Morgan Private Wealth Advisors
California
$440K
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$370K -$43K -783 -11%
Wells Fargo
17
Wells Fargo
California
$300K +$7.74K +141 +3%
NFG
18
Next Financial Group
Texas
$290K +$18.5K +337 +7%
UBS Group
19
UBS Group
Switzerland
$255K -$2.75K -50 -1%
AG
20
Advisor Group
Arizona
$171K +$48.1K +877 +40%
Royal Bank of Canada
21
Royal Bank of Canada
Ontario, Canada
$124K -$45.8K -834 -27%
JP Morgan Chase
22
JP Morgan Chase
New York
$106K
BlackRock
23
BlackRock
New York
$89K -$2.31K -42 -3%
Citigroup
24
Citigroup
New York
$68K
LTFS
25
Ladenburg Thalmann Financial Services
Florida
$28K

IWL Hedge Fund Activity: Q2 2017 in Review

28 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2017, worth a combined $57.7M — up 8.6% from $53.1M a quarter earlier.

Sellers outnumbered buyers: 4 funds closed out of IWL and 3 opened new positions — a net loss of 1 holder — while 9 trimmed existing stakes and 9 added.

The largest buyer was Jane Street, opening a new position worth an estimated $1.61M. The largest seller was Huntington National Bank, exiting entirely with an estimated $483K sold.

  • 28 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2017, down from 30 in Q1 2017.
  • Funds reported $57.7M of iShares Russell Top 200 ETF stock for Q2 2017, up 8.6% quarter-over-quarter.
  • 3 funds opened new iShares Russell Top 200 ETF positions in Q2 2017 and 4 closed out, a net change of -1 holder.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2017 was Jane Street, an estimated $1.61M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2017 was Huntington National Bank, an estimated $483K sold.

Based on aggregated 13F filings for Q2 2017.