iShares Russell Top 200 ETF
131 hedge funds and large institutions have $576M invested in iShares Russell Top 200 ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 11 closing their positions.
64% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 11
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
19% more capital invested
Capital invested by funds: $486M → $576M (+$90M)
6% more funds holding
Funds holding: 124 → 131 (+7)
2.31% more ownership
Funds ownership: 59.02% → 61.33% (+2.3%)
0% more repeat investments, than reductions
Existing positions increased: 46 | Existing positions reduced: 46
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
+$19.2M |
| 2 |
TF
Tompkins Financial
Ithaca,
New York
|
+$18.5M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
+$14.5M |
| 4 |
LPL Financial
San Diego,
California
|
+$6.19M |
| 5 |
AWM
Avior Wealth Management
Omaha,
Nebraska
|
+$2.71M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
EWA
EP Wealth Advisors
Torrance,
California
|
-$25.4M |
| 2 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
-$7.14M |
| 3 |
AWM
Aspire Wealth Management
Waltham,
Massachusetts
|
-$3.19M |
| 4 |
CWAG
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
-$3.18M |
| 5 |
Jane Street
New York
|
-$2.65M |
IWL Hedge Fund Activity: Q2 2023 in Review
131 of the 6,369 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2023, worth a combined $576M — up 19% from $486M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IWL positions and 11 closed out — a net gain of 7 holders — while 46 added to existing stakes and 46 trimmed.
The largest buyer was VOYA Investment Management, adding an estimated $19.2M. The largest seller was EP Wealth Advisors, exiting entirely with an estimated $25.4M sold.
- 131 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2023, up from 124 in Q1 2023.
- Funds reported $576M of iShares Russell Top 200 ETF stock for Q2 2023, up 19% quarter-over-quarter.
- 18 funds opened new iShares Russell Top 200 ETF positions in Q2 2023 and 11 closed out, a net change of +7 holders.
- The largest iShares Russell Top 200 ETF buyer in Q2 2023 was VOYA Investment Management, an estimated $19.2M added.
- The largest iShares Russell Top 200 ETF seller in Q2 2023 was EP Wealth Advisors, an estimated $25.4M sold.
Based on aggregated 13F filings for Q2 2023.