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iShares Russell Top 200 ETF

62 hedge funds and large institutions have $155M invested in iShares Russell Top 200 ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 11 increasing their positions, 23 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,200% more first-time investments, than exits

New positions opened: 13 | Existing positions closed: 1

100% more funds holding in top 10

Funds holding in top 10: 24 (+2)

22% more funds holding

Funds holding: 5162 (+11)

17% more capital invested

Capital invested by funds: $132M → $155M (+$22.8M)

3.24% more ownership

Funds ownership: 51.96%55.2% (+3.2%)

52% less repeat investments, than reductions

Existing positions increased: 11 | Existing positions reduced: 23

Holders
62
Holders Change
+11
Holders Change %
+21.57%
% of All Funds
1.22%
Holding in Top 10
4
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+100%
% of All Funds
0.08%
New
13
Increased
11
Reduced
23
Closed
1
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
$20.3M -$1.8M -25,031 -8%
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$18.1M -$126K -1,759 -0.7%
HighTower Advisors
3
HighTower Advisors
Illinois
$17.7M -$380K -5,299 -2%
LPL Financial
4
LPL Financial
California
$14.2M +$336K +4,678 +3%
CJA
5
C-J Advisory
California
$12.9M -$89.1K -1,242 -0.7%
BF
6
BOK Financial
Oklahoma
$9.67M -$2.83M -39,482 -23%
SL
7
Systelligence LLC
Minnesota
$8.99M +$8.59M +119,727 New
Mercer Global Advisors
8
Mercer Global Advisors
Colorado
$7.53M -$128K -1,785 -2%
MA
9
Mutual Advisors
Nebraska
$4.95M -$61.3K -854 -1%
Fifth Third Bancorp
10
Fifth Third Bancorp
Ohio
$3.96M +$3.26M +45,437 +623%
Morgan Stanley
11
Morgan Stanley
New York
$3.35M +$39.5K +550 +1%
Citadel Advisors
12
Citadel Advisors
Florida
$3.33M +$3.17M +44,256 New
Ameriprise
13
Ameriprise
Minnesota
$3.05M -$555K -7,737 -16%
RJFSA
14
Raymond James Financial Services Advisors
Florida
$2.4M -$379K -5,290 -14%
BWA
15
Beam Wealth Advisors
Louisiana
$2.33M +$2.22M +30,982 New
Goldman Sachs
16
Goldman Sachs
New York
$2.08M
Commonwealth Equity Services
17
Commonwealth Equity Services
Massachusetts
$1.81M +$18K +251 +1%
GWM
18
Greenwich Wealth Management
Connecticut
$1.77M +$1.08K +15 +0.1%
BSAM
19
Blue Sky Asset Management
Colorado
$1.26M +$1.2M +16,744 New
EA
20
Efficient Advisors
Ohio
$1.24M -$38.1K -531 -3%
CF
21
Centaurus Financial
California
$1.01M +$162K +2,258 +20%
CWM
22
Cahaba Wealth Management
Georgia
$971K -$5.24K -73 -0.6%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$747K +$713K +9,937 New
AG
24
Advisor Group
Arizona
$733K +$80.2K +1,118 +13%
GG
25
GenWealth Group
New Jersey
$723K

IWL Hedge Fund Activity: Q4 2019 in Review

62 of the 5,075 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2019, worth a combined $155M — up 17% from $132M a quarter earlier.

Buyers outnumbered sellers: 13 funds opened new IWL positions and 1 closed out — a net gain of 12 holders — while 11 added to existing stakes and 23 trimmed.

The largest buyer was Fifth Third Bancorp, adding an estimated $3.26M. The largest seller was BOK Financial, cutting an estimated $2.83M.

  • 62 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2019, up from 51 in Q3 2019.
  • Funds reported $155M of iShares Russell Top 200 ETF stock for Q4 2019, up 17% quarter-over-quarter.
  • 13 funds opened new iShares Russell Top 200 ETF positions in Q4 2019 and 1 closed out, a net change of +12 holders.
  • The largest iShares Russell Top 200 ETF buyer in Q4 2019 was Fifth Third Bancorp, an estimated $3.26M added.
  • The largest iShares Russell Top 200 ETF seller in Q4 2019 was BOK Financial, an estimated $2.83M sold.

Based on aggregated 13F filings for Q4 2019.