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iShares Russell Top 200 ETF

31 hedge funds and large institutions have $62.8M invested in iShares Russell Top 200 ETF in 2017 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 9 increasing their positions, 7 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

29% more repeat investments, than reductions

Existing positions increased: 9 | Existing positions reduced: 7

22% more capital invested

Capital invested by funds: $51.6M → $62.8M (+$11.2M)

7% more funds holding

Funds holding: 2931 (+2)

1.17% more ownership

Funds ownership: 42.02%43.19% (+1.2%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
31
Holders Change
+2
Holders Change %
+6.9%
% 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
6
Increased
9
Reduced
7
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$17.6M +$124K +2,064 +0.7%
CJA
2
C-J Advisory
California
$10.5M +$494K +8,259 +5%
GPW
3
GFS Private Wealth
Florida
$7.97M +$7.76M +129,738 New
Bank of America
4
Bank of America
North Carolina
$5.63M +$4.91K +82 +0.1%
GWM
5
Greenwich Wealth Management
Connecticut
$5.36M -$5.92K -99 -0.3%
LPL Financial
6
LPL Financial
California
$1.82M +$51.3K +858 +3%
Susquehanna International Group
7
Susquehanna International Group
Pennsylvania
$1.78M +$1.06M +17,690 +157%
Morgan Stanley
8
Morgan Stanley
New York
$1.69M +$111K +1,862 +7%
Ameriprise
9
Ameriprise
Minnesota
$1.59M +$101K +1,684 +7%
EA
10
Efficient Advisors
Ohio
$1.43M +$99.6K +1,664 +8%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.42M +$88.2K +1,474 +7%
HNB
12
Huntington National Bank
Ohio
$1.21M
CWM
13
Cahaba Wealth Management
Georgia
$996K -$78.7K -1,315 -8%
SG Americas Securities
14
SG Americas Securities
New York
$782K -$325K -5,435 -30%
GG
15
GenWealth Group
New Jersey
$694K
JMPWA
16
JP Morgan Private Wealth Advisors
California
$486K
UBS Group
17
UBS Group
Switzerland
$370K -$4.97K -83 -1%
Cambridge Investment Research Advisors
18
Cambridge Investment Research Advisors
Iowa
$312K -$70.5K -1,178 -19%
Wells Fargo
19
Wells Fargo
California
$229K -$50K -835 -18%
AFC
20
AFT Forsyth & Company
Florida
$210K +$204K +3,410 New
Mariner
21
Mariner
Kansas
$200K +$195K +3,251 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$138K
JP Morgan Chase
23
JP Morgan Chase
New York
$117K
AG
24
Advisor Group
Arizona
$104K -$65.9K -1,102 -39%
BlackRock
25
BlackRock
New York
$98K

IWL Hedge Fund Activity: Q4 2017 in Review

31 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2017, worth a combined $62.8M — up 22% from $51.6M a quarter earlier.

Buyers outnumbered sellers: 6 funds opened new IWL positions and 4 closed out — a net gain of 2 holders — while 9 added to existing stakes and 7 trimmed.

The largest buyer was Susquehanna International Group, adding an estimated $1.06M. The largest seller was Jane Street, exiting entirely with an estimated $1.19M sold.

  • 31 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2017, up from 29 in Q3 2017.
  • Funds reported $62.8M of iShares Russell Top 200 ETF stock for Q4 2017, up 22% quarter-over-quarter.
  • 6 funds opened new iShares Russell Top 200 ETF positions in Q4 2017 and 4 closed out, a net change of +2 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2017 was Susquehanna International Group, an estimated $1.06M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2017 was Jane Street, an estimated $1.19M sold.

Based on aggregated 13F filings for Q4 2017.