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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

116 hedge funds and large institutions have $387M invested in iShares Russell Top 200 ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.01%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
9
Increased
40
Reduced
38
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Osaic Holdings
1
Osaic Holdings
Arizona
$9.85M
2
9WM
2
9258 Wealth Management
Ohio
$8.56M
3
EH
3
Equitable Holdings
New York
$3.94M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$30.7M
5
SWP
5
ShoreHaven Wealth Partners
New Jersey
$4.98M

Top Sellers

1
FCBT
1
First Citizens Bank & Trust
North Carolina
$7.24M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$9.56M
3
GC
3
Gilbert & Cook
Iowa
$28.6M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$6.69M
5
IWC
5
Integrated Wealth Concepts
Massachusetts
$2.97M
Name Holding Trade Value Shares
Change 		Shares
Change %
EH
26
Equitable Holdings
New York
$3.94M +$3.08M +36,249 +356%
ZIMP
27
Zimmermann Investment Management & Planning
Pennsylvania
$3.37M +$37.4K +440 +1%
Goldman Sachs
28
Goldman Sachs
New York
$3.34M +$224K +2,638 +7%
IWC
29
Integrated Wealth Concepts
Massachusetts
$2.97M -$3.9M -45,943 -57%
GSAM
30
Grant Street Asset Management
Pennsylvania
$2.85M -$13.7K -161 -0.5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$2.75M +$1.65M +19,390 +150%
CWAG
32
Compton Wealth Advisory Group
Virginia
$2.47M +$275K +3,240 +13%
NIM
33
Nicollet Investment Management
Minnesota
$1.97M +$85K +1,001 +5%
US Bancorp
34
US Bancorp
Minnesota
$1.83M -$1.36M -15,965 -43%
Wells Fargo
35
Wells Fargo
California
$1.74M -$61K -719 -3%
CAG
36
Csenge Advisory Group
Florida
$1.74M -$166K -1,954 -9%
JPMorgan Chase & Co
37
JPMorgan Chase & Co
New York
$1.7M – – –
GWM
38
Greenwich Wealth Management
Connecticut
$1.58M +$121K +733 +8%
SWP
39
Stratos Wealth Partners
Ohio
$1.57M +$46.4K +547 +3%
CAN
40
Cetera Advisor Networks
California
$1.55M -$335K -3,949 -18%
FDCDDQ
41
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.43M +$1.39M +16,349 +3,601%
Cambridge Investment Research Advisors
42
Cambridge Investment Research Advisors
Iowa
$1.37M -$112K -1,314 -8%
CAM
43
Cresset Asset Management
Illinois
$1.3M +$170 +2 +0%
TFS
44
Thoroughbred Financial Services
Tennessee
$1.25M +$272K +3,209 +28%
ML
45
McAdam LLC
Pennsylvania
$1.19M +$16.2K +191 +1%
MML Investors Services
46
MML Investors Services
Massachusetts
$1.17M -$449K -5,287 -28%
Citadel Advisors
47
Citadel Advisors
Florida
$1.16M +$643K +7,579 +124%
LNC
48
Lincoln National Corp
Pennsylvania
$1.1M -$67.9K -800 -6%
BF
49
BOK Financial
Oklahoma
$1.09M -$267K -3,145 -20%
BWM
50
Boyd Wealth Management
California
$1.06M -$200K -2,359 -16%
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