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iShares Russell Top 200 ETF

29 hedge funds and large institutions have $51.6M invested in iShares Russell Top 200 ETF in 2017 Q3 according to their latest regulatory filings, with 2 funds opening new positions, 5 increasing their positions, 14 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more first-time investments, than exits

New positions opened: 2 | Existing positions closed: 1

4% more funds holding

Funds holding: 2829 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

7.21% less ownership

Funds ownership: 49.23%42.02% (-7.2%)

11% less capital invested

Capital invested by funds: $57.7M → $51.6M (-$6.12M)

64% less repeat investments, than reductions

Existing positions increased: 5 | Existing positions reduced: 14

Holders
29
Holders Change
+1
Holders Change %
+3.57%
% of All Funds
0.72%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
2
Increased
5
Reduced
14
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$16.4M -$182K -3,220 -1%
CJA
2
C-J Advisory
California
$9.35M +$85.1K +1,503 +0.9%
Bank of America
3
Bank of America
North Carolina
$5.27M -$111K -1,957 -2%
GWM
4
Greenwich Wealth Management
Connecticut
$5.22M +$84.9K +1,499 +4%
LPL Financial
5
LPL Financial
California
$1.66M -$1.7K -30 -0.1%
Morgan Stanley
6
Morgan Stanley
New York
$1.48M +$86.1K +1,520 +6%
Ameriprise
7
Ameriprise
Minnesota
$1.4M -$152K -2,686 -10%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$1.24M -$22.4K -395 -2%
EA
9
Efficient Advisors
Ohio
$1.24M -$8.83M -156,001 -88%
Jane Street
10
Jane Street
New York
$1.19M -$498K -8,795 -30%
HNB
11
Huntington National Bank
Ohio
$1.16M
SG Americas Securities
12
SG Americas Securities
New York
$1.05M -$621K -10,967 -38%
CWM
13
Cahaba Wealth Management
Georgia
$1.01M +$993K +17,533 New
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$649K +$638K +11,262 New
GG
15
GenWealth Group
New Jersey
$613K
Goldman Sachs
16
Goldman Sachs
New York
$478K -$51.7K -913 -10%
JMPWA
17
JP Morgan Private Wealth Advisors
California
$456K
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$361K -$21.2K -375 -6%
UBS Group
19
UBS Group
Switzerland
$352K +$86.4K +1,527 +33%
Wells Fargo
20
Wells Fargo
California
$263K -$46.8K -827 -15%
NFG
21
Next Financial Group
Texas
$176K -$125K -2,204 -42%
AG
22
Advisor Group
Arizona
$162K -$15.6K -275 -9%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$131K +$2.04K +36 +2%
JP Morgan Chase
24
JP Morgan Chase
New York
$109K
BlackRock
25
BlackRock
New York
$92K

IWL Hedge Fund Activity: Q3 2017 in Review

29 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2017, worth a combined $51.6M — down 11% from $57.7M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IWL positions and 1 closed out — a net gain of 1 holder — while 5 added to existing stakes and 14 trimmed.

The largest buyer was Susquehanna International Group, opening a new position worth an estimated $638K. The largest seller was Efficient Advisors, cutting an estimated $8.83M.

  • 29 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2017, up from 28 in Q2 2017.
  • Funds reported $51.6M of iShares Russell Top 200 ETF stock for Q3 2017, down 11% quarter-over-quarter.
  • 2 funds opened new iShares Russell Top 200 ETF positions in Q3 2017 and 1 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 ETF buyer in Q3 2017 was Susquehanna International Group, an estimated $638K added.
  • The largest iShares Russell Top 200 ETF seller in Q3 2017 was Efficient Advisors, an estimated $8.83M sold.

Based on aggregated 13F filings for Q3 2017.