iShares Russell Top 200 ETF
116 hedge funds and large institutions have $387M invested in iShares Russell Top 200 ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 10 closing their positions.
5% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 38
1% less funds holding
Funds holding: 117 → 116 (-1)
10% less funds holding in top 10
Funds holding in top 10: 10 → 9 (-1)
10% less first-time investments, than exits
New positions opened: 9 | Existing positions closed: 10
22.69% less ownership
Funds ownership: 75.64% → 52.95% (-23%)
41% less capital invested
Capital invested by funds: $661M → $387M (-$274M)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Osaic Holdings
Scottsdale,
Arizona
|
+$6.61M |
| 2 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
+$3.69M |
| 3 |
EH
Equitable Holdings
New York
|
+$3.43M |
| 4 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$3.16M |
| 5 |
SWP
ShoreHaven Wealth Partners
Red Bank,
New Jersey
|
+$1.85M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$131M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$130M |
| 3 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
-$18.8M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$6.09M |
| 5 |
IWC
Integrated Wealth Concepts
Waltham,
Massachusetts
|
-$4.34M |
IWL Hedge Fund Activity: Q3 2022 in Review
116 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2022, worth a combined $387M — down 41% from $661M a quarter earlier.
Sellers outnumbered buyers: 10 funds closed out of IWL and 9 opened new positions — a net loss of 1 holder — while 38 trimmed existing stakes and 40 added.
The largest buyer was Osaic Holdings, adding an estimated $6.61M. The largest seller was First Citizens Bank & Trust, cutting an estimated $131M.
- 116 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2022, down from 117 in Q2 2022.
- Funds reported $387M of iShares Russell Top 200 ETF stock for Q3 2022, down 41% quarter-over-quarter.
- 9 funds opened new iShares Russell Top 200 ETF positions in Q3 2022 and 10 closed out, a net change of -1 holder.
- The largest iShares Russell Top 200 ETF buyer in Q3 2022 was Osaic Holdings, an estimated $6.61M added.
- The largest iShares Russell Top 200 ETF seller in Q3 2022 was First Citizens Bank & Trust, an estimated $131M sold.
Based on aggregated 13F filings for Q3 2022.