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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

91 hedge funds and large institutions have $609M invested in iShares Russell Top 200 ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
6
Increased
29
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Gilbert & Cook
Iowa
$37.5M
2
CFD
2
Creative Financial Designs
Indiana
$10.1M
3
VAS
3
Valicenti Advisory Services
New York
$2.21M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$1.48M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$137M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.5M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$0
4
WCAMG
4
Woodard & Company Asset Management Group
North Carolina
$1.04M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
26
Valicenti Advisory Services
New York
$2.21M +$2.21M +23,288 New
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$2.2M -$742K -7,835 -25%
SWP
28
Stratos Wealth Partners
Ohio
$1.99M +$552K +5,826 +38%
CWAG
29
Compton Wealth Advisory Group
Virginia
$1.98M -$10.4K -110 -0.5%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$1.9M – – –
GWM
31
Greenwich Wealth Management
Connecticut
$1.83M +$103K +465 +6%
VA
32
Valmark Advisers
Ohio
$1.67M -$1.23M -12,992 -42%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.6M -$1.5M -15,786 -48%
CAL
34
Capital Analysts LLC
Pennsylvania
$1.48M +$1.48M +15,621 New
MFW
35
Meristem Family Wealth
Minnesota
$1.45M – – –
CF
36
Centaurus Financial
California
$1.33M +$83.8K +884 +7%
CAG
37
Csenge Advisory Group
Florida
$1.3M +$448K +4,541 +52%
EA
38
Efficient Advisors
Ohio
$1.05M -$101K -1,064 -9%
BF
39
BOK Financial
Oklahoma
$1.04M – – –
WCAMG
40
Woodard & Company Asset Management Group
North Carolina
$1.04M -$16.5M -173,817 -94%
CWM
41
Cahaba Wealth Management
Georgia
$1.03M +$1.33K +14 +0.1%
MIAN
42
Mariner Independent Advisor Network
Kansas
$1.03M +$1.03M +10,878 New
HNB
43
Huntington National Bank
Ohio
$1.02M -$973K – –
NIM
44
Nicollet Investment Management
Minnesota
$1.01M +$112K +1,183 +13%
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$968K -$2.91M -30,753 -75%
UBS Group
46
UBS Group
Switzerland
$956K +$88.4K +933 +10%
OGF
47
Orin Green Financial
California
$911K -$13.5K -143 -1%
JPMPWA
48
J.P. Morgan Private Wealth Advisors
California
$882K – – –
TFS
49
Thoroughbred Financial Services
Tennessee
$820K +$41.9K +442 +5%
MML Investors Services
50
MML Investors Services
Massachusetts
$780K -$2.27K -24 -0.3%
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