iShares Russell Top 200 ETF
159 hedge funds and large institutions have $976M invested in iShares Russell Top 200 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 45 increasing their positions, 55 reducing their positions, and 11 closing their positions.
136% more first-time investments, than exits
New positions opened: 26 | Existing positions closed: 11
15% more funds holding in top 10
Funds holding in top 10: 13 → 15 (+2)
15% more capital invested
Capital invested by funds: $850M → $976M (+$126M)
9% more funds holding
Funds holding: 146 → 159 (+13)
0.26% less ownership
Funds ownership: 66.1% → 65.85% (-0.26%)
18% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 55
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
Tompkins Financial
Ithaca,
New York
|
+$33.2M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$30M |
| 3 |
SAG
SageView Advisory Group
Newport Beach,
California
|
+$12.8M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$6.26M |
| 5 |
FL
FreeGulliver LLC
New Orleans,
Louisiana
|
+$4.28M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Arkadios Wealth Advisors
Atlanta,
Georgia
|
-$8.14M |
| 2 |
GC
Gilbert & Cook
West Des Moines,
Iowa
|
-$7.75M |
| 3 |
LPL Financial
San Diego,
California
|
-$5.18M |
| 4 |
Citigroup
New York
|
-$5.1M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$4.7M |
IWL Hedge Fund Activity: Q2 2024 in Review
159 of the 6,924 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q2 2024, worth a combined $976M — up 15% from $850M a quarter earlier.
Buyers outnumbered sellers: 26 funds opened new IWL positions and 11 closed out — a net gain of 15 holders — while 45 added to existing stakes and 55 trimmed.
The largest buyer was Tompkins Financial, adding an estimated $33.2M. The largest seller was Arkadios Wealth Advisors, exiting entirely with an estimated $8.14M sold.
- 159 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q2 2024, up from 146 in Q1 2024.
- Funds reported $976M of iShares Russell Top 200 ETF stock for Q2 2024, up 15% quarter-over-quarter.
- 26 funds opened new iShares Russell Top 200 ETF positions in Q2 2024 and 11 closed out, a net change of +15 holders.
- The largest iShares Russell Top 200 ETF buyer in Q2 2024 was Tompkins Financial, an estimated $33.2M added.
- The largest iShares Russell Top 200 ETF seller in Q2 2024 was Arkadios Wealth Advisors, an estimated $8.14M sold.
Based on aggregated 13F filings for Q2 2024.