iShares Russell Top 200 ETF
187 hedge funds and large institutions have $1.15B invested in iShares Russell Top 200 ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 56 increasing their positions, 55 reducing their positions, and 10 closing their positions.
350% more first-time investments, than exits
New positions opened: 45 | Existing positions closed: 10
17% more funds holding
Funds holding: 160 → 187 (+27)
15% more capital invested
Capital invested by funds: $998M → $1.15B (+$149M)
3.34% more ownership
Funds ownership: 66.03% → 69.37% (+3.3%)
2% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 55
0% more funds holding in top 10
Funds holding in top 10: 13 → 13 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$37.2M |
| 2 |
RWP
Reliant Wealth Planning
Louisville,
Kentucky
|
+$26.5M |
| 3 |
Bank of America
Charlotte,
North Carolina
|
+$24M |
| 4 |
BNP Paribas Financial Markets
Paris,
France
|
+$10.4M |
| 5 |
MFG
Merit Financial Group
Alpharetta,
Georgia
|
+$8.98M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$19.5M |
| 2 |
ZIMP
Zimmermann Investment Management & Planning
New Cumberland,
Pennsylvania
|
-$10.1M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$9.56M |
| 4 |
DWM
Dechtman Wealth Management
Centennial,
Colorado
|
-$8.87M |
| 5 |
CAM
Cresset Asset Management
Chicago,
Illinois
|
-$4.95M |
IWL Hedge Fund Activity: Q4 2024 in Review
187 of the 7,607 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 ETF (IWL) for Q4 2024, worth a combined $1.15B — up 15% from $998M a quarter earlier.
Buyers outnumbered sellers: 45 funds opened new IWL positions and 10 closed out — a net gain of 35 holders — while 56 added to existing stakes and 55 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $37.2M. The largest seller was Morgan Stanley, cutting an estimated $19.5M.
- 187 institutional investors held iShares Russell Top 200 ETF (IWL) as of Q4 2024, up from 160 in Q3 2024.
- Funds reported $1.15B of iShares Russell Top 200 ETF stock for Q4 2024, up 15% quarter-over-quarter.
- 45 funds opened new iShares Russell Top 200 ETF positions in Q4 2024 and 10 closed out, a net change of +35 holders.
- The largest iShares Russell Top 200 ETF buyer in Q4 2024 was Lido Advisors, an estimated $37.2M added.
- The largest iShares Russell Top 200 ETF seller in Q4 2024 was Morgan Stanley, an estimated $19.5M sold.
Based on aggregated 13F filings for Q4 2024.