iShares Russell Top 200 ETF
115 hedge funds and large institutions have $805M invested in iShares Russell Top 200 ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 15 closing their positions.
27% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 33
1% more capital invested
Capital invested by funds: $796M → $805M (+$8.64M)
0% more funds holding in top 10
Funds holding in top 10: 8 → 8 (0)
0% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 15
0.49% less ownership
Funds ownership: 77.45% → 76.96% (-0.49%)
2% less funds holding
Funds holding: 117 → 115 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PS
Portfolio Strategies
Monsey,
New York
|
+$16.9M |
| 2 |
LPL Financial
San Diego,
California
|
+$8.41M |
| 3 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$8.12M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$5.67M |
| 5 |
Envestnet Asset Management
Chicago,
Illinois
|
+$4.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$8.04M |
| 2 |
VAS
Valicenti Advisory Services
Elmira,
New York
|
-$3.43M |
| 3 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$2.84M |
| 4 |
JWM
Jackson Wealth Management
Lake Mary,
Florida
|
-$2.76M |
| 5 |
Jane Street
New York
|
-$2.37M |
IWL Hedge Fund Activity: Q1 2022 in Review
115 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q1 2022, worth a combined $805M — up 1.1% from $796M a quarter earlier.
Fund positioning in IWL was balanced in Q1 2022: 15 funds opened new positions, 15 closed out, 42 added to existing stakes and 33 trimmed.
The largest buyer was Portfolio Strategies, opening a new position worth an estimated $16.9M. The largest seller was Ameriprise, cutting an estimated $8.04M.
- 115 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q1 2022, down from 117 in Q4 2021.
- Funds reported $805M of iShares Russell Top 200 ETF stock for Q1 2022, up 1.1% quarter-over-quarter.
- 15 funds opened new iShares Russell Top 200 ETF positions in Q1 2022 and 15 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 ETF buyer in Q1 2022 was Portfolio Strategies, an estimated $16.9M added.
- The largest iShares Russell Top 200 ETF seller in Q1 2022 was Ameriprise, an estimated $8.04M sold.
Based on aggregated 13F filings for Q1 2022.