iShares Russell Top 200 ETF
91 hedge funds and large institutions have $609M invested in iShares Russell Top 200 ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 6 closing their positions.
0% more funds holding
Funds holding: 91 → 91 (0)
0% more funds holding in top 10
Funds holding in top 10: 7 → 7 (0)
0% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 6
3% less repeat investments, than reductions
Existing positions increased: 29 | Existing positions reduced: 30
2.25% less ownership
Funds ownership: 72.26% → 70.01% (-2.3%)
8% less capital invested
Capital invested by funds: $659M → $609M (-$49.5M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
+$10.3M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
+$3.61M |
| 3 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
+$2.16M |
| 4 |
CAL
Capital Analysts LLC
Fort Washington,
Pennsylvania
|
+$1.45M |
| 5 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
+$1.09M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$23.6M |
| 2 |
Osaic Holdings
Scottsdale,
Arizona
|
-$21.9M |
| 3 |
Fifth Third Bancorp
Cincinnati,
Ohio
|
-$20.7M |
| 4 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
-$16.1M |
| 5 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$3.01M |
IWL Hedge Fund Activity: Q1 2021 in Review
91 of the 5,711 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2021, worth a combined $609M — down 7.5% from $659M a quarter earlier.
Fund positioning in IWL was balanced in Q1 2021: 6 funds opened new positions, 6 closed out, 29 added to existing stakes and 30 trimmed.
The largest buyer was Gilbert & Cook, adding an estimated $10.3M. The largest seller was Envestnet Asset Management, cutting an estimated $23.6M.
- 91 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2021, unchanged from Q4 2020.
- Funds reported $609M of iShares Russell Top 200 ETF stock for Q1 2021, down 7.5% quarter-over-quarter.
- 6 funds opened new iShares Russell Top 200 ETF positions in Q1 2021 and 6 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2021 was Gilbert & Cook, an estimated $10.3M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2021 was Envestnet Asset Management, an estimated $23.6M sold.
Based on aggregated 13F filings for Q1 2021.