iShares Russell Top 200 ETF
136 hedge funds and large institutions have $541M invested in iShares Russell Top 200 ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.
63% more first-time investments, than exits
New positions opened: 13 | Existing positions closed: 8
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
4% more funds holding
Funds holding: 131 → 136 (+5)
0.17% more ownership
Funds ownership: 61.33% → 61.5% (+0.17%)
6% less capital invested
Capital invested by funds: $576M → $541M (-$35M)
14% less repeat investments, than reductions
Existing positions increased: 43 | Existing positions reduced: 50
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AIA
Arcadia Investment Advisors
Eagle,
Idaho
|
+$6.14M |
| 2 |
WCAMG
Woodard & Company Asset Management Group
Bermuda Run,
North Carolina
|
+$4.24M |
| 3 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$3.84M |
| 4 |
DL
DOHJ LLC
Seattle,
Washington
|
+$3.52M |
| 5 |
TF
Tompkins Financial
Ithaca,
New York
|
+$3.11M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
VOYA Investment Management
Atlanta,
Georgia
|
-$19.7M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$11.5M |
| 3 |
HighTower Advisors
Chicago,
Illinois
|
-$9.82M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$4.85M |
| 5 |
LPL Financial
San Diego,
California
|
-$2.83M |
IWL Hedge Fund Activity: Q3 2023 in Review
136 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2023, worth a combined $541M — down 6.1% from $576M a quarter earlier.
Buyers outnumbered sellers: 13 funds opened new IWL positions and 8 closed out — a net gain of 5 holders — while 43 added to existing stakes and 50 trimmed.
The largest buyer was Arcadia Investment Advisors, adding an estimated $6.14M. The largest seller was VOYA Investment Management, cutting an estimated $19.7M.
- 136 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2023, up from 131 in Q2 2023.
- Funds reported $541M of iShares Russell Top 200 ETF stock for Q3 2023, down 6.1% quarter-over-quarter.
- 13 funds opened new iShares Russell Top 200 ETF positions in Q3 2023 and 8 closed out, a net change of +5 holders.
- The largest iShares Russell Top 200 ETF buyer in Q3 2023 was Arcadia Investment Advisors, an estimated $6.14M added.
- The largest iShares Russell Top 200 ETF seller in Q3 2023 was VOYA Investment Management, an estimated $19.7M sold.
Based on aggregated 13F filings for Q3 2023.