iShares Russell Top 200 ETF
91 hedge funds and large institutions have $659M invested in iShares Russell Top 200 ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 3 closing their positions.
433% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 3
37% more capital invested
Capital invested by funds: $480M → $659M (+$178M)
36% more repeat investments, than reductions
Existing positions increased: 30 | Existing positions reduced: 22
17% more funds holding in top 10
Funds holding in top 10: 6 → 7 (+1)
14% more funds holding
Funds holding: 80 → 91 (+11)
12.12% more ownership
Funds ownership: 60.15% → 72.26% (+12%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$48.6M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$44.1M |
| 3 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
+$24.1M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.4M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
+$9.12M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
BF
BOK Financial
Tulsa,
Oklahoma
|
-$64.1M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$6.96M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$6.38M |
| 4 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$5.2M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$3.06M |
IWL Hedge Fund Activity: Q4 2020 in Review
91 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2020, worth a combined $659M — up 37% from $480M a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IWL positions and 3 closed out — a net gain of 13 holders — while 30 added to existing stakes and 22 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $48.6M. The largest seller was BOK Financial, cutting an estimated $64.1M.
- 91 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2020, up from 80 in Q3 2020.
- Funds reported $659M of iShares Russell Top 200 ETF stock for Q4 2020, up 37% quarter-over-quarter.
- 16 funds opened new iShares Russell Top 200 ETF positions in Q4 2020 and 3 closed out, a net change of +13 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $48.6M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2020 was BOK Financial, an estimated $64.1M sold.
Based on aggregated 13F filings for Q4 2020.