iShares Russell Top 200 ETF
80 hedge funds and large institutions have $480M invested in iShares Russell Top 200 ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.
160% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 5
67% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 18
55% more capital invested
Capital invested by funds: $309M → $480M (+$171M)
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
11% more funds holding
Funds holding: 72 → 80 (+8)
8.56% more ownership
Funds ownership: 51.58% → 60.15% (+8.6%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$35.8M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$34.3M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
+$24.1M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
+$16.8M |
| 5 |
BF
BOK Financial
Tulsa,
Oklahoma
|
+$8.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TRCT
Tower Research Capital (TRC)
New York
|
-$3.5M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$1.99M |
| 3 |
Citadel Advisors
Miami,
Florida
|
-$1.53M |
| 4 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$1.2M |
| 5 |
BWA
Beam Wealth Advisors
Covington,
Louisiana
|
-$390K |
IWL Hedge Fund Activity: Q3 2020 in Review
80 of the 4,956 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2020, worth a combined $480M — up 55% from $309M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IWL positions and 5 closed out — a net gain of 8 holders — while 30 added to existing stakes and 18 trimmed.
The largest buyer was First Citizens Bank & Trust, adding an estimated $35.8M. The largest seller was Tower Research Capital (TRC), cutting an estimated $3.5M.
- 80 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2020, up from 72 in Q2 2020.
- Funds reported $480M of iShares Russell Top 200 ETF stock for Q3 2020, up 55% quarter-over-quarter.
- 13 funds opened new iShares Russell Top 200 ETF positions in Q3 2020 and 5 closed out, a net change of +8 holders.
- The largest iShares Russell Top 200 ETF buyer in Q3 2020 was First Citizens Bank & Trust, an estimated $35.8M added.
- The largest iShares Russell Top 200 ETF seller in Q3 2020 was Tower Research Capital (TRC), an estimated $3.5M sold.
Based on aggregated 13F filings for Q3 2020.