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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

80 hedge funds and large institutions have $480M invested in iShares Russell Top 200 ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
13
Increased
30
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCBT
First Citizens Bank & Trust
North Carolina
$73.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.4M
3
Osaic Holdings
Osaic Holdings
Arizona
$27.7M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$23.5M
5
BF
BOK Financial
Oklahoma
$61.8M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
$110K
2
HighTower Advisors
HighTower Advisors
Illinois
$15M
3
Citadel Advisors
Citadel Advisors
Florida
$295K
4
WCAMG
Woodard & Company Asset Management Group
North Carolina
$16.3M
5
HNB
Huntington National Bank
Ohio
$875K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFGIA
26
Patriot Financial Group Insurance Agency
Massachusetts
$1.84M +$167K +2,062 +10%
PP
27
Pegasus Partners
Wisconsin
$1.72M -$66.2K -815 -4%
CWAG
28
Compton Wealth Advisory Group
Virginia
$1.67M +$1.12M +13,820 +206%
JPMorgan Chase & Co
29
JPMorgan Chase & Co
New York
$1.61M +$1.61M +20,000 New
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$1.25M +$1.25M +15,379 New
MFW
31
Meristem Family Wealth
Minnesota
$1.24M – – –
SWP
32
Stratos Wealth Partners
Ohio
$1.23M +$36.2K +446 +3%
EA
33
Efficient Advisors
Ohio
$1.12M -$63.4K -781 -5%
GWM
34
Greenwich Wealth Management
Connecticut
$1.11M -$83.9K -560 -7%
CAG
35
Csenge Advisory Group
Florida
$962K +$962K +11,867 New
CWM
36
Cahaba Wealth Management
Georgia
$888K -$3.65K -45 -0.4%
HNB
37
Huntington National Bank
Ohio
$875K -$820K – –
GG
38
GenWealth Group
New Jersey
$793K – – –
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$756K – – –
UBS Group
40
UBS Group
Switzerland
$743K – – –
UB
41
UMB Bank
Missouri
$738K – – –
Calamos Advisors
42
Calamos Advisors
Illinois
$727K +$435K +5,350 +149%
TFS
43
Thoroughbred Financial Services
Tennessee
$672K -$8.19K -101 -1%
Royal Bank of Canada
44
Royal Bank of Canada
Ontario, Canada
$618K +$54.1K +666 +10%
Cambridge Investment Research Advisors
45
Cambridge Investment Research Advisors
Iowa
$526K +$25.8K +318 +5%
Northern Trust
46
Northern Trust
Illinois
$513K -$15.3K -188 -3%
AAS
47
Avantax Advisory Services
Texas
$474K +$474K +5,859 New
LIM
48
Leavell Investment Management
Alabama
$461K – – –
SFS
49
Sowell Financial Services
Arkansas
$390K -$54.6K -672 -12%
FAAS
50
First Allied Advisory Services
California
$384K +$74.8K +922 +24%
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