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iShares Russell Top 200 ETF

37 hedge funds and large institutions have $67.1M invested in iShares Russell Top 200 ETF in 2018 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 7 increasing their positions, 11 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 3

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

16% more funds holding

Funds holding: 3237 (+5)

14% more capital invested

Capital invested by funds: $58.8M → $67.1M (+$8.33M)

5.45% more ownership

Funds ownership: 36.73%42.18% (+5.5%)

36% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 11

Holders
37
Holders Change
+5
Holders Change %
+15.63%
% of All Funds
0.85%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
8
Increased
7
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
$16.8M -$681K -10,911 -4%
CJA
2
C-J Advisory
California
$11.1M -$207K -3,311 -2%
HH
3
Hilltop Holdings
Texas
$8.44M +$8.35M +133,860 New
GWM
4
Greenwich Wealth Management
Connecticut
$7.05M +$408K +6,534 +18%
Bank of America
5
Bank of America
North Carolina
$6.41M +$542K +8,687 +9%
Ameriprise
6
Ameriprise
Minnesota
$3M +$1.85M +29,597 +164%
Morgan Stanley
7
Morgan Stanley
New York
$1.98M +$152K +2,438 +8%
LPL Financial
8
LPL Financial
California
$1.72M -$117K -1,874 -6%
CL
9
Cabana LLC
Arkansas
$1.71M +$1.69M +27,128 New
EA
10
Efficient Advisors
Ohio
$1.37M -$66K -1,058 -5%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$1.32M -$6.24K -100 -0.5%
CWM
12
Cahaba Wealth Management
Georgia
$930K -$118K -1,896 -12%
Jane Street
13
Jane Street
New York
$730K -$2.2M -35,214 -75%
JMPWA
14
JP Morgan Private Wealth Advisors
California
$650K
GG
15
GenWealth Group
New Jersey
$601K -$40.9K -656 -6%
Cambridge Investment Research Advisors
16
Cambridge Investment Research Advisors
Iowa
$385K +$54.5K +874 +17%
UBS Group
17
UBS Group
Switzerland
$368K
Susquehanna International Group
18
Susquehanna International Group
Pennsylvania
$338K -$1.13M -18,155 -77%
HNB
19
Huntington National Bank
Ohio
$295K
RC
20
RegentAtlantic Capital
New Jersey
$287K +$284K +4,550 New
SPC
21
Sigma Planning Corp
Michigan
$237K +$234K +3,757 New
Wells Fargo
22
Wells Fargo
California
$235K
AFC
23
AFT Forsyth & Company
Florida
$215K
Mariner
24
Mariner
Kansas
$205K +$203K +3,251 New
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$149K +$18.7K +300 +15%

IWL Hedge Fund Activity: Q2 2018 in Review

37 of the 4,368 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2018, worth a combined $67.1M — up 14% from $58.8M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IWL positions and 3 closed out — a net gain of 5 holders — while 7 added to existing stakes and 11 trimmed.

The largest buyer was Hilltop Holdings, opening a new position worth an estimated $8.35M. The largest seller was Jane Street, cutting an estimated $2.2M.

  • 37 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2018, up from 32 in Q1 2018.
  • Funds reported $67.1M of iShares Russell Top 200 ETF stock for Q2 2018, up 14% quarter-over-quarter.
  • 8 funds opened new iShares Russell Top 200 ETF positions in Q2 2018 and 3 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2018 was Hilltop Holdings, an estimated $8.35M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2018 was Jane Street, an estimated $2.2M sold.

Based on aggregated 13F filings for Q2 2018.