IWL icon

iShares Russell Top 200 ETF
IWL

Overview Fund Activity

124 hedge funds and large institutions have $566M invested in iShares Russell Top 200 ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
24
Increased
46
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
Ameriprise
Minnesota
$76M
2
GC
Gilbert & Cook
Iowa
$48M
3
WC
Wexford Capital
Florida
$14.9M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$14.5M
5
PCP
Proficio Capital Partners
Massachusetts
$12M

Top Sellers

1
PS
Portfolio Strategies
New York
$0
2
Osaic Holdings
Osaic Holdings
Arizona
$5.51M
3
Goldman Sachs
Goldman Sachs
New York
$1.26M
4
US Bancorp
US Bancorp
Minnesota
$188K
5
GWM
Greenwich Wealth Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
HH
26
Hilltop Holdings
Texas
$6.86M +$6.86M +76,198 New
SWP
27
ShoreHaven Wealth Partners
New Jersey
$6.71M +$1.43M +15,946 +27%
CFD
28
Creative Financial Designs
Indiana
$6.22M +$50.7K +563 +0.8%
AWA
29
Arkadios Wealth Advisors
Georgia
$5.74M +$145K +1,617 +3%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.51M -$4.93M -54,759 -47%
BlackRock
31
BlackRock
New York
$5.01M +$5.01M +55,697 +371,313%
FCM
32
Family Capital Management
Michigan
$4.54M +$4.54M +50,420 New
Commonwealth Equity Services
33
Commonwealth Equity Services
Massachusetts
$4.19M -$45.9K -510 -1%
AWM
34
Aspire Wealth Management
Massachusetts
$4.16M -$660K -7,337 -14%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$3.91M +$2.46M +27,317 +170%
AWM
36
Avior Wealth Management
Nebraska
$3.89M +$3.37M +37,508 +657%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.48M +$326K +3,618 +10%
Susquehanna International Group
38
Susquehanna International Group
Pennsylvania
$3.17M +$258K +2,863 +9%
GSAM
39
Grant Street Asset Management
Pennsylvania
$3.03M +$16.1K +179 +0.5%
Wells Fargo
40
Wells Fargo
California
$2.87M +$1.03M +11,406 +56%
CWAG
41
Compton Wealth Advisory Group
Virginia
$2.77M +$147K +1,633 +6%
ZIMP
42
Zimmermann Investment Management & Planning
Pennsylvania
$2.26M -$1.31M -14,574 -37%
NIM
43
Nicollet Investment Management
Minnesota
$2.12M +$35.5K +395 +2%
UBS Group
44
UBS Group
Switzerland
$2.11M +$1.2M +13,391 +133%
CAG
45
Csenge Advisory Group
Florida
$1.85M +$7.56K +84 +0.4%
SWP
46
Stratos Wealth Partners
Ohio
$1.67M – – –
TFS
47
Thoroughbred Financial Services
Tennessee
$1.58M +$260K +2,894 +20%
FDCDDQ
48
Federation des caisses Desjardins du Quebec
Quebec, Canada
$1.49M -$16.9K -188 -1%
Mariner
49
Mariner
Kansas
$1.47M +$1.1M +12,185 +297%
AAS
50
Asset Allocation Strategies
Michigan
$1.37M +$1.37M +15,277 New
1
2
3 4 5