iShares Russell Top 200 ETF
142 hedge funds and large institutions have $737M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.
50% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 12
36% more capital invested
Capital invested by funds: $541M → $737M (+$195M)
27% more funds holding in top 10
Funds holding in top 10: 11 → 14 (+3)
4% more funds holding
Funds holding: 136 → 142 (+6)
3.65% more ownership
Funds ownership: 61.5% → 65.15% (+3.7%)
4% more repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 49
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Tompkins Financial
Ithaca,
New York
|
+$46.9M |
| 2 |
WA
Win Advisors
Palm Beach Gardens,
Florida
|
+$21M |
| 3 |
Morgan Stanley
New York
|
+$15.1M |
| 4 |
MCWS
McKinley Carter Wealth Services
Wheeling,
West Virginia
|
+$9.96M |
| 5 |
DL
DOHJ LLC
Seattle,
Washington
|
+$9.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$17.2M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
-$2.14M |
| 3 |
Osaic Holdings
Scottsdale,
Arizona
|
-$1.91M |
| 4 |
SAG
SageView Advisory Group
Newport Beach,
California
|
-$1.87M |
| 5 |
JP Morgan Chase
New York
|
-$1.84M |
IWL Hedge Fund Activity: Q4 2023 in Review
142 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2023, worth a combined $737M — up 36% from $541M a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IWL positions and 12 closed out — a net gain of 6 holders — while 51 added to existing stakes and 49 trimmed.
The largest buyer was Tompkins Financial, adding an estimated $46.9M. The largest seller was Strategic Equity Management, cutting an estimated $17.2M.
- 142 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2023, up from 136 in Q3 2023.
- Funds reported $737M of iShares Russell Top 200 ETF stock for Q4 2023, up 36% quarter-over-quarter.
- 18 funds opened new iShares Russell Top 200 ETF positions in Q4 2023 and 12 closed out, a net change of +6 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2023 was Tompkins Financial, an estimated $46.9M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2023 was Strategic Equity Management, an estimated $17.2M sold.
Based on aggregated 13F filings for Q4 2023.