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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

92 hedge funds and large institutions have $712M invested in iShares Russell Top 200 ETF in 2021 Q2 according to their latest regulatory filings, with 7 funds opening new positions, 30 increasing their positions, 32 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
92
Holders Change
+1
Holders Change %
+1.1%
% of All Funds
1.61%
Holding in Top 10
6
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-14.29%
% of All Funds
0.1%
New
7
Increased
30
Reduced
32
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GSAM
1
Grant Street Asset Management
Pennsylvania
$79.3M
2
Ameriprise
2
Ameriprise
Minnesota
$55.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$4.33M
4
CAN
4
Cetera Advisor Networks
California
$2.55M
5
GC
5
Gilbert & Cook
Iowa
$43M

Top Sellers

1
SEM
1
Strategic Equity Management
Arizona
$44.5M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$141M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$135M
4
SL
4
Systelligence LLC
Minnesota
$0
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$6.29M
Name Holding Trade Value Shares
Change 		Shares
Change %
Cetera Investment Advisers
26
Cetera Investment Advisers
Illinois
$2.35M -$949K -9,226 -29%
VA
27
Valmark Advisers
Ohio
$2.23M +$417K +4,057 +23%
CWAG
28
Compton Wealth Advisory Group
Virginia
$2.21M +$64.1K +623 +3%
SWP
29
Stratos Wealth Partners
Ohio
$2.1M -$61.8K -601 -3%
JPMorgan Chase & Co
30
JPMorgan Chase & Co
New York
$2.06M – – –
Cambridge Investment Research Advisors
31
Cambridge Investment Research Advisors
Iowa
$1.81M -$2.21M -21,468 -55%
GWM
32
Greenwich Wealth Management
Connecticut
$1.76M -$137K -598 -7%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.63M -$103K -1,001 -6%
MFW
34
Meristem Family Wealth
Minnesota
$1.57M – – –
NIM
35
Nicollet Investment Management
Minnesota
$1.5M +$404K +3,928 +37%
CAG
36
Csenge Advisory Group
Florida
$1.37M +$3.51K +34 +0.3%
CAL
37
Capital Analysts LLC
Pennsylvania
$1.34M -$263K -2,562 -16%
CF
38
Centaurus Financial
California
$1.32M -$131K -1,272 -9%
MIAN
39
Mariner Independent Advisor Network
Kansas
$1.25M +$133K +1,289 +12%
EA
40
Efficient Advisors
Ohio
$1.09M -$47.6K -463 -4%
CWM
41
Cahaba Wealth Management
Georgia
$1.09M -$58.6K -556 -5%
MML Investors Services
42
MML Investors Services
Massachusetts
$1.09M +$239K +2,322 +28%
WCAMG
43
Woodard & Company Asset Management Group
North Carolina
$1.08M -$45.2K -440 -4%
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$1.07M -$1.31M -12,723 -55%
HNB
45
Huntington National Bank
Ohio
$1.07M -$1.02M – –
OGF
46
Orin Green Financial
California
$989K – – –
JPMPWA
47
J.P. Morgan Private Wealth Advisors
California
$958K – – –
TFS
48
Thoroughbred Financial Services
Tennessee
$921K +$31.1K +303 +3%
UBS Group
49
UBS Group
Switzerland
$844K -$194K -1,884 -19%
LNC
50
Lincoln National Corp
Pennsylvania
$659K +$236K +2,295 +56%
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