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iShares Russell Top 200 ETF

32 hedge funds and large institutions have $58.8M invested in iShares Russell Top 200 ETF in 2018 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 8 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

67% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 3

3% more funds holding

Funds holding: 3132 (+1)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

6% less capital invested

Capital invested by funds: $62.8M → $58.8M (-$4.04M)

6.46% less ownership

Funds ownership: 43.19%36.73% (-6.5%)

27% less repeat investments, than reductions

Existing positions increased: 8 | Existing positions reduced: 11

Holders
32
Holders Change
+1
Holders Change %
+3.23%
% of All Funds
0.73%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
5
Increased
8
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
HighTower Advisors
1
HighTower Advisors
Illinois
$16.9M -$538K -8,542 -3%
CJA
2
C-J Advisory
California
$10.6M +$554K +8,791 +5%
Bank of America
3
Bank of America
North Carolina
$5.65M +$91K +1,444 +2%
GWM
4
Greenwich Wealth Management
Connecticut
$5.54M +$87.6K +1,389 +4%
Jane Street
5
Jane Street
New York
$2.84M +$2.95M +46,799 New
LPL Financial
6
LPL Financial
California
$1.77M -$30K -476 -2%
Morgan Stanley
7
Morgan Stanley
New York
$1.76M +$98.1K +1,556 +6%
AL
8
AJO LP
Pennsylvania
$1.66M +$1.72M +27,326 New
Citadel Advisors
9
Citadel Advisors
Florida
$1.47M +$1.52M +24,142 New
Susquehanna International Group
10
Susquehanna International Group
Pennsylvania
$1.43M -$342K -5,432 -19%
EA
11
Efficient Advisors
Ohio
$1.38M -$27.2K -431 -2%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$1.28M -$126K -2,005 -9%
HNB
13
Huntington National Bank
Ohio
$1.11M
Ameriprise
14
Ameriprise
Minnesota
$1.1M -$493K -7,816 -30%
CWM
15
Cahaba Wealth Management
Georgia
$963K +$2.21K +35 +0.2%
JMPWA
16
JP Morgan Private Wealth Advisors
California
$626K +$151K +2,400 +30%
GG
17
GenWealth Group
New Jersey
$625K -$22K -349 -3%
UBS Group
18
UBS Group
Switzerland
$355K -$10.7K -170 -3%
NFG
19
Next Financial Group
Texas
$344K +$357K +5,667 New
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$318K +$9.52K +151 +3%
Wells Fargo
21
Wells Fargo
California
$227K
AFC
22
AFT Forsyth & Company
Florida
$207K
LTFS
23
Ladenburg Thalmann Financial Services
Florida
$128K +$101K +1,607 +321%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$125K -$12.6K -200 -9%
JP Morgan Chase
25
JP Morgan Chase
New York
$115K

IWL Hedge Fund Activity: Q1 2018 in Review

32 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2018, worth a combined $58.8M — down 6.4% from $62.8M a quarter earlier.

Buyers outnumbered sellers: 5 funds opened new IWL positions and 3 closed out — a net gain of 2 holders — while 8 added to existing stakes and 11 trimmed.

The largest buyer was Jane Street, opening a new position worth an estimated $2.95M. The largest seller was SG Americas Securities, exiting entirely with an estimated $782K sold.

  • 32 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2018, up from 31 in Q4 2017.
  • Funds reported $58.8M of iShares Russell Top 200 ETF stock for Q1 2018, down 6.4% quarter-over-quarter.
  • 5 funds opened new iShares Russell Top 200 ETF positions in Q1 2018 and 3 closed out, a net change of +2 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q1 2018 was Jane Street, an estimated $2.95M added.
  • The largest iShares Russell Top 200 ETF seller in Q1 2018 was SG Americas Securities, an estimated $782K sold.

Based on aggregated 13F filings for Q1 2018.