iShares Russell Top 200 ETF
37 hedge funds and large institutions have $93.5M invested in iShares Russell Top 200 ETF in 2018 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 15 increasing their positions, 8 reducing their positions, and 9 closing their positions.
88% more repeat investments, than reductions
Existing positions increased: 15 | Existing positions reduced: 8
27% more capital invested
Capital invested by funds: $73.7M → $93.5M (+$19.7M)
5.21% more ownership
Funds ownership: 43.32% → 48.53% (+5.2%)
8% less funds holding
Funds holding: 40 → 37 (-3)
33% less first-time investments, than exits
New positions opened: 6 | Existing positions closed: 9
50% less funds holding in top 10
Funds holding in top 10: 2 → 1 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
+$26.6M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.6M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.81M |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$2.35M |
| 5 |
Morgan Stanley
New York
|
+$662K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$2.41M |
| 2 |
SPC
Sigma Planning Corp
Ann Arbor,
Michigan
|
-$2.11M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$2.04M |
| 4 |
CL
Cabana LLC
Fayetteville,
Arkansas
|
-$1.86M |
| 5 |
FIA
Foundations Investment Advisors
Phoenix,
Arizona
|
-$1.83M |
IWL Hedge Fund Activity: Q4 2018 in Review
37 of the 4,505 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2018, worth a combined $93.5M — up 27% from $73.7M a quarter earlier.
Sellers outnumbered buyers: 9 funds closed out of IWL and 6 opened new positions — a net loss of 3 holders — while 8 trimmed existing stakes and 15 added.
The largest buyer was Bank of America, adding an estimated $26.6M. The largest seller was Hilltop Holdings, cutting an estimated $2.41M.
- 37 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2018, down from 40 in Q3 2018.
- Funds reported $93.5M of iShares Russell Top 200 ETF stock for Q4 2018, up 27% quarter-over-quarter.
- 6 funds opened new iShares Russell Top 200 ETF positions in Q4 2018 and 9 closed out, a net change of -3 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2018 was Bank of America, an estimated $26.6M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2018 was Hilltop Holdings, an estimated $2.41M sold.
Based on aggregated 13F filings for Q4 2018.