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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

117 hedge funds and large institutions have $661M invested in iShares Russell Top 200 ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.98%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
38
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$29.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.27M
3
5L
3
55I LLC
Massachusetts
$3.86M
4
DL
4
DOHJ LLC
Washington
$13.3M
5
GC
5
Gilbert & Cook
Iowa
$46.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$132M
4
SEM
4
Strategic Equity Management
Arizona
$26.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
ZIMP
26
Zimmermann Investment Management & Planning
Pennsylvania
$3.53M +$42.1K +469 +1%
SWP
27
ShoreHaven Wealth Partners
New Jersey
$3.51M +$3.51M +39,087 New
US Bancorp
28
US Bancorp
Minnesota
$3.37M -$141K -1,574 -4%
Goldman Sachs
29
Goldman Sachs
New York
$3.3M -$224K -2,499 -6%
CWAG
30
Compton Wealth Advisory Group
Virginia
$2.33M +$94.1K +1,048 +4%
HF
31
HRT Financial
New York
$2.09M +$2.09M +23,280 New
CAG
32
Csenge Advisory Group
Florida
$2.01M -$259K -2,886 -11%
NIM
33
Nicollet Investment Management
Minnesota
$1.99M +$168K +1,874 +9%
CAN
34
Cetera Advisor Networks
California
$1.99M -$2.02M -22,466 -50%
Wells Fargo
35
Wells Fargo
California
$1.91M +$1.39M +15,492 +270%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$1.8M – – –
MML Investors Services
37
MML Investors Services
Massachusetts
$1.71M +$668K +7,436 +64%
SWP
38
Stratos Wealth Partners
Ohio
$1.62M -$304K -3,385 -16%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$1.56M -$1.48M -16,468 -49%
GWM
40
Greenwich Wealth Management
Connecticut
$1.5M +$185K +1,095 +14%
PFGIA
41
Patriot Financial Group Insurance Agency
Massachusetts
$1.49M -$326K -3,635 -18%
BF
42
BOK Financial
Oklahoma
$1.44M +$265K +2,950 +23%
CAM
43
Cresset Asset Management
Illinois
$1.38M +$1.11M +12,393 +418%
BWM
44
Boyd Wealth Management
California
$1.33M +$1.12M +12,505 +535%
VA
45
Valmark Advisers
Ohio
$1.29M -$1.41M -15,696 -52%
LNC
46
Lincoln National Corp
Pennsylvania
$1.24M +$74.7K +832 +6%
ML
47
McAdam LLC
Pennsylvania
$1.24M +$1.24M +13,806 New
Susquehanna International Group
48
Susquehanna International Group
Pennsylvania
$1.16M -$2.94M -32,737 -72%
RJFSA
49
Raymond James Financial Services Advisors
Florida
$1.15M -$105K -1,164 -8%
FPCG
50
Forum Private Client Group
Indiana
$1.14M +$2.52K +28 +0.2%
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