iShares Russell Top 200 ETF
72 hedge funds and large institutions have $309M invested in iShares Russell Top 200 ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 1 closing their positions.
1,800% more first-time investments, than exits
New positions opened: 19 | Existing positions closed: 1
167% more capital invested
Capital invested by funds: $116M → $309M (+$194M)
150% more funds holding in top 10
Funds holding in top 10: 2 → 5 (+3)
33% more funds holding
Funds holding: 54 → 72 (+18)
20.58% more ownership
Funds ownership: 31% → 51.58% (+21%)
11% less repeat investments, than reductions
Existing positions increased: 17 | Existing positions reduced: 19
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$45.9M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$32.4M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$31.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$13.8M |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$13.3M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$800K |
| 2 |
CJA
C-J Advisory
San Jose,
California
|
-$636K |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$540K |
| 4 |
Osaic Holdings
Scottsdale,
Arizona
|
-$311K |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$253K |
IWL Hedge Fund Activity: Q2 2020 in Review
72 of the 4,877 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2020, worth a combined $309M — up 167% from $116M a quarter earlier.
Buyers outnumbered sellers: 19 funds opened new IWL positions and 1 closed out — a net gain of 18 holders — while 17 added to existing stakes and 19 trimmed.
The largest buyer was BOK Financial, opening a new position worth an estimated $45.9M. The largest seller was Woodard & Company Asset Management Group, cutting an estimated $800K.
- 72 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2020, up from 54 in Q1 2020.
- Funds reported $309M of iShares Russell Top 200 ETF stock for Q2 2020, up 167% quarter-over-quarter.
- 19 funds opened new iShares Russell Top 200 ETF positions in Q2 2020 and 1 closed out, a net change of +18 holders.
- The largest iShares Russell Top 200 ETF buyer in Q2 2020 was BOK Financial, an estimated $45.9M added.
- The largest iShares Russell Top 200 ETF seller in Q2 2020 was Woodard & Company Asset Management Group, an estimated $800K sold.
Based on aggregated 13F filings for Q2 2020.