iShares Russell Top 200 ETF
160 hedge funds and large institutions have $998M invested in iShares Russell Top 200 ETF in 2024 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 53 increasing their positions, 60 reducing their positions, and 14 closing their positions.
21% more first-time investments, than exits
New positions opened: 17 | Existing positions closed: 14
2% more capital invested
Capital invested by funds: $976M → $998M (+$21.4M)
1% more funds holding
Funds holding: 159 → 160 (+1)
0.18% more ownership
Funds ownership: 65.85% → 66.03% (+0.18%)
12% less repeat investments, than reductions
Existing positions increased: 53 | Existing positions reduced: 60
13% less funds holding in top 10
Funds holding in top 10: 15 → 13 (-2)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$21.7M |
| 2 |
TF
Tompkins Financial
Ithaca,
New York
|
+$11.4M |
| 3 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
+$7.03M |
| 4 |
FL
FreeGulliver LLC
New Orleans,
Louisiana
|
+$6.83M |
| 5 |
BNP Paribas Financial Markets
Paris,
France
|
+$5.33M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$31.5M |
| 2 |
CFD
Creative Financial Designs
Kokomo,
Indiana
|
-$7.75M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$6.66M |
| 4 |
IA
IFP Advisors
Tampa,
Florida
|
-$6.6M |
| 5 |
ECA
Elevation Capital Advisory
Bend,
Oregon
|
-$5.74M |
IWL Hedge Fund Activity: Q3 2024 in Review
160 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q3 2024, worth a combined $998M — up 2.2% from $976M a quarter earlier.
Buyers outnumbered sellers: 17 funds opened new IWL positions and 14 closed out — a net gain of 3 holders — while 53 added to existing stakes and 60 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $21.7M. The largest seller was Proficio Capital Partners, exiting entirely with an estimated $31.5M sold.
- 160 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q3 2024, up from 159 in Q2 2024.
- Funds reported $998M of iShares Russell Top 200 ETF stock for Q3 2024, up 2.2% quarter-over-quarter.
- 17 funds opened new iShares Russell Top 200 ETF positions in Q3 2024 and 14 closed out, a net change of +3 holders.
- The largest iShares Russell Top 200 ETF buyer in Q3 2024 was Morgan Stanley, an estimated $21.7M added.
- The largest iShares Russell Top 200 ETF seller in Q3 2024 was Proficio Capital Partners, an estimated $31.5M sold.
Based on aggregated 13F filings for Q3 2024.