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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

115 hedge funds and large institutions have $805M invested in iShares Russell Top 200 ETF in 2022 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 42 increasing their positions, 33 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
115
Holders Change
-2
Holders Change %
-1.71%
% of All Funds
1.82%
Holding in Top 10
8
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.13%
New
15
Increased
42
Reduced
33
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PS
1
Portfolio Strategies
New York
$17.1M
2
LPL Financial
2
LPL Financial
California
$14M
3
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$9.15M
4
AWM
4
AE Wealth Management
Kansas
$5.75M
5
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$173M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$50.4M
2
VAS
2
Valicenti Advisory Services
New York
$201K
3
SEM
3
Strategic Equity Management
Arizona
$43M
4
JWM
4
Jackson Wealth Management
Florida
$0
5
Jane Street
5
Jane Street
New York
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
US Bancorp
26
US Bancorp
Minnesota
$4.22M +$4.22M +39,075 New
ZIMP
27
Zimmermann Investment Management & Planning
Pennsylvania
$4.2M -$53K -490 -1%
Cambridge Investment Research Advisors
28
Cambridge Investment Research Advisors
Iowa
$3.66M +$1.42M +13,141 +63%
GSAM
29
Grant Street Asset Management
Pennsylvania
$3.64M +$6.16K +57 +0.2%
VA
30
Valmark Advisers
Ohio
$3.25M -$6.49K -60 -0.2%
9WM
31
9258 Wealth Management
Ohio
$3.17M +$3.17M +29,349 New
CAG
32
Csenge Advisory Group
Florida
$2.73M +$1.3M +12,060 +91%
CWAG
33
Compton Wealth Advisory Group
Virginia
$2.69M +$54.5K +504 +2%
SWP
34
Stratos Wealth Partners
Ohio
$2.31M – – –
NIM
35
Nicollet Investment Management
Minnesota
$2.2M +$136K +1,256 +7%
PFGIA
36
Patriot Financial Group Insurance Agency
Massachusetts
$2.19M -$423K -3,917 -16%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$2.16M – – –
Cetera Investment Advisers
38
Cetera Investment Advisers
Illinois
$1.72M -$321K -2,974 -16%
MFW
39
Meristem Family Wealth
Minnesota
$1.62M -$29.5K -273 -2%
Citadel Advisors
40
Citadel Advisors
Florida
$1.6M -$203K -1,874 -11%
GWM
41
Greenwich Wealth Management
Connecticut
$1.59M +$66.7K +325 +4%
RJFSA
42
Raymond James Financial Services Advisors
Florida
$1.51M -$1.17M -10,829 -44%
MCWS
43
McKinley Carter Wealth Services
West Virginia
$1.47M +$1.24M +11,488 +538%
BF
44
BOK Financial
Oklahoma
$1.41M – – –
LNC
45
Lincoln National Corp
Pennsylvania
$1.4M +$209K +1,931 +17%
FPCG
46
Forum Private Client Group
Indiana
$1.37M +$1.37M +12,664 New
MIAN
47
Mariner Independent Advisor Network
Kansas
$1.35M -$3.57K -33 -0.3%
CAL
48
Capital Analysts LLC
Pennsylvania
$1.28M -$12.8K -118 -1%
MML Investors Services
49
MML Investors Services
Massachusetts
$1.26M +$170K +1,572 +16%
TFS
50
Thoroughbred Financial Services
Tennessee
$1.12M +$102K +948 +10%
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