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iShares Russell Top 200 ETF

46 hedge funds and large institutions have $108M invested in iShares Russell Top 200 ETF in 2019 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

50% more repeat investments, than reductions

Existing positions increased: 15 | Existing positions reduced: 10

14% more first-time investments, than exits

New positions opened: 8 | Existing positions closed: 7

0% more capital invested

Capital invested by funds: $108M → $108M (+$178K)

0% more funds holding

Funds holding: 4646 (0)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

3.92% less ownership

Funds ownership: 48.2%44.28% (-3.9%)

Holders
46
Holders Change
Holders Change %
0%
% of All Funds
1%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.02%
New
8
Increased
15
Reduced
10
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Bank of America
1
Bank of America
North Carolina
$17.5M +$2.03M +30,332 +13%
HighTower Advisors
2
HighTower Advisors
Illinois
$16.4M -$555K -8,300 -3%
LPL Financial
3
LPL Financial
California
$13.1M +$1.07M +15,926 +9%
BF
4
BOK Financial
Oklahoma
$12.3M
CJA
5
C-J Advisory
California
$11.8M -$53.1K -794 -0.5%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$7.05M -$76.9K -1,150 -1%
MA
7
Mutual Advisors
Nebraska
$3.87M +$501K +7,491 +15%
Morgan Stanley
8
Morgan Stanley
New York
$2.86M +$5.62K +84 +0.2%
Ameriprise
9
Ameriprise
Minnesota
$2.73M +$304K +4,547 +13%
RJFSA
10
Raymond James Financial Services Advisors
Florida
$2.44M +$709K +10,600 +42%
Citadel Advisors
11
Citadel Advisors
Florida
$2.42M +$2.38M +35,637 New
Goldman Sachs
12
Goldman Sachs
New York
$1.88M
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$1.67M +$114K +1,698 +7%
EA
14
Efficient Advisors
Ohio
$1.24M -$6.49K -97 -0.5%
CWM
15
Cahaba Wealth Management
Georgia
$883K -$81.6K -1,220 -9%
CF
16
Centaurus Financial
California
$766K +$720K +10,760 +2,143%
GG
17
GenWealth Group
New Jersey
$662K
UBS Group
18
UBS Group
Switzerland
$658K +$4.01K +60 +0.6%
NFG
19
Next Financial Group
Texas
$657K +$638K +9,534 +8,149%
JMPWA
20
JP Morgan Private Wealth Advisors
California
$634K
PP
21
Pegasus Partners
Wisconsin
$558K +$209K +3,127 +62%
OFG
22
Omega Financial Group
California
$515K -$6.55K -98 -1%
AG
23
Advisor Group
Arizona
$513K +$50.5K +755 +11%
HNB
24
Huntington National Bank
Ohio
$492K
LIM
25
Leavell Investment Management
Alabama
$447K

IWL Hedge Fund Activity: Q2 2019 in Review

46 of the 4,604 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2019, worth a combined $108M — up 0.17% from $108M a quarter earlier.

Buyers outnumbered sellers: 8 funds opened new IWL positions and 7 closed out — a net gain of 1 holder — while 15 added to existing stakes and 10 trimmed.

The largest buyer was Citadel Advisors, opening a new position worth an estimated $2.38M. The largest seller was Greenwich Wealth Management, exiting entirely with an estimated $7.33M sold.

  • 46 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2019, unchanged from Q1 2019.
  • Funds reported $108M of iShares Russell Top 200 ETF stock for Q2 2019, up 0.17% quarter-over-quarter.
  • 8 funds opened new iShares Russell Top 200 ETF positions in Q2 2019 and 7 closed out, a net change of +1 holder.
  • The largest iShares Russell Top 200 ETF buyer in Q2 2019 was Citadel Advisors, an estimated $2.38M added.
  • The largest iShares Russell Top 200 ETF seller in Q2 2019 was Greenwich Wealth Management, an estimated $7.33M sold.

Based on aggregated 13F filings for Q2 2019.