iShares Russell Top 200 ETF
40 hedge funds and large institutions have $73.7M invested in iShares Russell Top 200 ETF in 2018 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 11 reducing their positions, and 1 closing their positions.
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
10% more capital invested
Capital invested by funds: $67.1M → $73.7M (+$6.6M)
8% more funds holding
Funds holding: 37 → 40 (+3)
1.15% more ownership
Funds ownership: 42.18% → 43.32% (+1.1%)
9% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 11
0% more funds holding in top 10
Funds holding in top 10: 2 → 2 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
+$1.81M |
| 2 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
+$1.79M |
| 3 |
CA
Cetera Advisors
Denver,
Colorado
|
+$555K |
| 4 |
FAAS
First Allied Advisory Services
San Diego,
California
|
+$357K |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
+$273K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$1.22M |
| 2 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$1.18M |
| 3 |
CJA
C-J Advisory
San Jose,
California
|
-$377K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$338K |
| 5 |
Jane Street
New York
|
-$207K |
IWL Hedge Fund Activity: Q3 2018 in Review
40 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2018, worth a combined $73.7M — up 9.8% from $67.1M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new IWL positions and 1 closed out — a net gain of 3 holders — while 12 added to existing stakes and 11 trimmed.
The largest buyer was Sigma Planning Corp, adding an estimated $1.81M. The largest seller was Bank of America, cutting an estimated $1.22M.
- 40 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2018, up from 37 in Q2 2018.
- Funds reported $73.7M of iShares Russell Top 200 ETF stock for Q3 2018, up 9.8% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 ETF positions in Q3 2018 and 1 closed out, a net change of +3 holders.
- The largest iShares Russell Top 200 ETF buyer in Q3 2018 was Sigma Planning Corp, an estimated $1.81M added.
- The largest iShares Russell Top 200 ETF seller in Q3 2018 was Bank of America, an estimated $1.22M sold.
Based on aggregated 13F filings for Q3 2018.