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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

72 hedge funds and large institutions have $309M invested in iShares Russell Top 200 ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+18
Holders Change %
+33.33%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
19
Increased
17
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BF
BOK Financial
Oklahoma
$48.6M
2
FCBT
First Citizens Bank & Trust
North Carolina
$34.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
$52.4M
4
Ameriprise
Ameriprise
Minnesota
$19M
5
Bank of America
Bank of America
North Carolina
$33.5M

Top Sellers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
$16M
2
HNB
Huntington National Bank
Ohio
$820K
3
CJA
C-J Advisory
California
$9.88M
4
HighTower Advisors
HighTower Advisors
Illinois
$15.5M
5
Osaic Holdings
Osaic Holdings
Arizona
$3.15M
Name Holding Trade Value Shares
Change 		Shares
Change %
GWM
26
Greenwich Wealth Management
Connecticut
$1.14M -$324K -2,265 -22%
MFW
27
Meristem Family Wealth
Minnesota
$1.13M – – –
SWP
28
Stratos Wealth Partners
Ohio
$1.09M -$206K -2,784 -16%
EA
29
Efficient Advisors
Ohio
$1.08M -$38K -513 -3%
CWM
30
Cahaba Wealth Management
Georgia
$855K -$38.1K -489 -4%
HNB
31
Huntington National Bank
Ohio
$820K -$704K – –
UB
32
UMB Bank
Missouri
$738K +$58.2K +786 +9%
GG
33
GenWealth Group
New Jersey
$719K – – –
JPMPWA
34
J.P. Morgan Private Wealth Advisors
California
$690K – – –
UBS Group
35
UBS Group
Switzerland
$678K -$90.5K -1,222 -12%
TFS
36
Thoroughbred Financial Services
Tennessee
$621K +$107K +1,450 +21%
Wells Fargo
37
Wells Fargo
California
$619K +$345K +4,661 +126%
Royal Bank of Canada
38
Royal Bank of Canada
Ontario, Canada
$514K +$201K +2,715 +64%
CWAG
39
Compton Wealth Advisory Group
Virginia
$496K +$496K +6,704 New
Northern Trust
40
Northern Trust
Illinois
$481K -$14.9K -201 -3%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$456K +$3.55K +48 +0.8%
LIM
42
Leavell Investment Management
Alabama
$420K -$66.3K -895 -14%
SFS
43
Sowell Financial Services
Arkansas
$405K -$55.6K -751 -12%
BWA
44
Beam Wealth Advisors
Louisiana
$390K -$276K -3,622 -41%
RJA
45
Raymond James & Associates
Florida
$357K +$73K +986 +26%
RC
46
RegentAtlantic Capital
New Jersey
$337K – – –
CF
47
Centaurus Financial
California
$328K +$328K +4,435 New
MA
48
MONECO Advisors
Connecticut
$291K – – –
FAAS
49
First Allied Advisory Services
California
$282K – – –
BFG
50
Bouchey Financial Group
New York
$274K – – –
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