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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

54 hedge funds and large institutions have $116M invested in iShares Russell Top 200 ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
11
Increased
10
Reduced
22
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$15.5M
2
Truist Financial
Truist Financial
North Carolina
+$3.16M
3
PP
Pegasus Partners
Wisconsin
+$1.2M
4
Ameriprise
Ameriprise
Minnesota
+$1.2M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
+$1.18M

Top Sellers

1
LPL Financial
LPL Financial
California
-$10.4M
2
BF
BOK Financial
Oklahoma
-$9.67M
3
MA
Mutual Advisors
Nebraska
-$4.95M
4
SL
Systelligence LLC
Minnesota
-$4.87M
5
Citadel Advisors
Citadel Advisors
Florida
-$3.33M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
26
GenWealth Group
New Jersey
$593K – – –
JPMPWA
27
J.P. Morgan Private Wealth Advisors
California
$573K -$3.08K -50 -0.5%
UB
28
UMB Bank
Missouri
$565K +$565K +9,186 New
BWA
29
Beam Wealth Advisors
Louisiana
$537K -$1.37M -22,250 -72%
TFS
30
Thoroughbred Financial Services
Tennessee
$427K -$9.24K -150 -2%
Northern Trust
31
Northern Trust
Illinois
$413K +$413K +6,705 New
LIM
32
Leavell Investment Management
Alabama
$404K – – –
SFS
33
Sowell Financial Services
Arkansas
$383K +$383K +6,226 New
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$376K +$29.2K +474 +8%
RC
35
RegentAtlantic Capital
New Jersey
$280K – – –
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$260K -$198K -3,213 -43%
MA
37
MONECO Advisors
Connecticut
$242K +$242K +3,929 New
RJA
38
Raymond James & Associates
Florida
$236K +$236K +3,835 New
FAAS
39
First Allied Advisory Services
California
$235K -$25.6K -416 -10%
BFG
40
Bouchey Financial Group
New York
$227K – – –
Wells Fargo
41
Wells Fargo
California
$227K +$61 +1 +0%
Fidelity Investments
42
Fidelity Investments
Massachusetts
$146K +$51.1K +832 +54%
FHA
43
Flagship Harbor Advisors
Massachusetts
$114K – – –
NFG
44
Next Financial Group
Texas
$84K -$24.2K -393 -22%
EIP
45
Ellis Investment Partners
Pennsylvania
$76K -$527 -9 -0.7%
JSC
46
Jackson Square Capital
California
$56K – – –
Citigroup
47
Citigroup
New York
$39K -$5.61K -91 -13%
APA
48
American Portfolios Advisors
New York
$16.1K – – –
GT
49
Glenmede Trust
Pennsylvania
$16K – – –
PCG
50
Private Capital Group
Connecticut
$11K – – –
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