iShares Russell Top 200 ETF
117 hedge funds and large institutions have $796M invested in iShares Russell Top 200 ETF in 2021 Q4 according to their latest regulatory filings, with 23 funds opening new positions, 36 increasing their positions, 37 reducing their positions, and 3 closing their positions.
667% more first-time investments, than exits
New positions opened: 23 | Existing positions closed: 3
22% more capital invested
Capital invested by funds: $653M → $796M (+$143M)
18% more funds holding
Funds holding: 99 → 117 (+18)
14% more funds holding in top 10
Funds holding in top 10: 7 → 8 (+1)
4.93% more ownership
Funds ownership: 72.53% → 77.45% (+4.9%)
3% less repeat investments, than reductions
Existing positions increased: 36 | Existing positions reduced: 37
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$34.2M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$32.7M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$4.56M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$3.8M |
| 5 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
+$2.67M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HH
Hilltop Holdings
Dallas,
Texas
|
-$11.4M |
| 2 |
Goldman Sachs
New York
|
-$2.55M |
| 3 |
CCA
Childress Capital Advisors
Houston,
Texas
|
-$2.36M |
| 4 |
Cambridge Investment Research Advisors
Fairfield,
Iowa
|
-$1.79M |
| 5 |
FTUS
Flow Traders U.S.
New York
|
-$1.48M |
IWL Hedge Fund Activity: Q4 2021 in Review
117 of the 6,518 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2021, worth a combined $796M — up 22% from $653M a quarter earlier.
Buyers outnumbered sellers: 23 funds opened new IWL positions and 3 closed out — a net gain of 20 holders — while 36 added to existing stakes and 37 trimmed.
The largest buyer was First Citizens Bank & Trust, adding an estimated $34.2M. The largest seller was Hilltop Holdings, cutting an estimated $11.4M.
- 117 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2021, up from 99 in Q3 2021.
- Funds reported $796M of iShares Russell Top 200 ETF stock for Q4 2021, up 22% quarter-over-quarter.
- 23 funds opened new iShares Russell Top 200 ETF positions in Q4 2021 and 3 closed out, a net change of +20 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2021 was First Citizens Bank & Trust, an estimated $34.2M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2021 was Hilltop Holdings, an estimated $11.4M sold.
Based on aggregated 13F filings for Q4 2021.