iShares Russell Top 200 ETF
117 hedge funds and large institutions have $661M invested in iShares Russell Top 200 ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 15 closing their positions.
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
20% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 15
2% more funds holding
Funds holding: 115 → 117 (+2)
0% more repeat investments, than reductions
Existing positions increased: 38 | Existing positions reduced: 38
1.32% less ownership
Funds ownership: 76.96% → 75.64% (-1.3%)
18% less capital invested
Capital invested by funds: $805M → $661M (-$144M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$30.6M |
| 2 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
+$7.88M |
| 3 |
5L
55I LLC
Boston,
Massachusetts
|
+$4.18M |
| 4 |
DL
DOHJ LLC
Seattle,
Washington
|
+$4.02M |
| 5 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
+$3.96M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Ameriprise
Minneapolis,
Minnesota
|
-$15.3M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$10.8M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$10.1M |
| 4 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$10.1M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.75M |
IWL Hedge Fund Activity: Q2 2022 in Review
117 of the 5,936 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2022, worth a combined $661M — down 18% from $805M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IWL positions and 15 closed out — a net gain of 3 holders — while 38 added to existing stakes and 38 trimmed.
The largest buyer was McKinley Carter Wealth Services, adding an estimated $30.6M. The largest seller was Ameriprise, cutting an estimated $15.3M.
- 117 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2022, up from 115 in Q1 2022.
- Funds reported $661M of iShares Russell Top 200 ETF stock for Q2 2022, down 18% quarter-over-quarter.
- 18 funds opened new iShares Russell Top 200 ETF positions in Q2 2022 and 15 closed out, a net change of +3 holders.
- The largest iShares Russell Top 200 ETF buyer in Q2 2022 was McKinley Carter Wealth Services, an estimated $30.6M added.
- The largest iShares Russell Top 200 ETF seller in Q2 2022 was Ameriprise, an estimated $15.3M sold.
Based on aggregated 13F filings for Q2 2022.