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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

124 hedge funds and large institutions have $486M invested in iShares Russell Top 200 ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
–
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
13
Increased
30
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$25.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.5M
3
Jane Street
3
Jane Street
New York
$3.64M
4
WA
4
Win Advisors
Florida
$2.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.93M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$20.1M
2
WC
2
Wexford Capital
Florida
$0
3
PCP
3
Proficio Capital Partners
Massachusetts
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$3.01M
5
WLPWM
5
Walled Lake Planning & Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
SWP
26
ShoreHaven Wealth Partners
New Jersey
$4.36M -$2.9M -29,829 -40%
Jane Street
27
Jane Street
New York
$3.64M +$3.64M +37,391 New
IWC
28
Integrated Wealth Concepts
Massachusetts
$3.58M -$180K -1,851 -5%
9WM
29
9258 Wealth Management
Ohio
$3.56M -$7.94M -81,593 -69%
NFW
30
Noble Family Wealth
Florida
$3.49M +$3.49M +35,906 New
AWM
31
Aspire Wealth Management
Massachusetts
$3.12M -$1.38M -14,149 -31%
VOYA Investment Management
32
VOYA Investment Management
Georgia
$3.01M -$9.16M -94,161 -75%
WA
33
Win Advisors
Florida
$2.8M +$2.8M +28,721 New
Susquehanna International Group
34
Susquehanna International Group
Pennsylvania
$2.79M -$642K -6,596 -19%
Wells Fargo
35
Wells Fargo
California
$2.72M -$388K -3,987 -12%
Cambridge Investment Research Advisors
36
Cambridge Investment Research Advisors
Iowa
$2.54M -$1.68M -17,308 -40%
NIM
37
Nicollet Investment Management
Minnesota
$2.41M +$111K +1,136 +5%
GSAM
38
Grant Street Asset Management
Pennsylvania
$2.2M -$1.08M -11,128 -33%
UBS Group
39
UBS Group
Switzerland
$2.16M -$121K -1,246 -5%
ZIMP
40
Zimmermann Investment Management & Planning
Pennsylvania
$2M -$447K -4,592 -18%
FCM
41
Family Capital Management
Michigan
$1.93M -$2.98M -30,587 -61%
Citadel Advisors
42
Citadel Advisors
Florida
$1.93M +$1.93M +19,812 New
CAG
43
Csenge Advisory Group
Florida
$1.85M -$148K -1,525 -7%
LNC
44
Lincoln National Corp
Pennsylvania
$1.83M +$633K +6,503 +53%
SWP
45
Stratos Wealth Partners
Ohio
$1.81M +$10.2K +105 +0.6%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.72M +$14.8K +152 +0.9%
Mariner
47
Mariner
Kansas
$1.6M +$16.6K +171 +1%
CAM
48
Cresset Asset Management
Illinois
$1.49M +$97 +1 +0%
WCWM
49
Wooster Corthell Wealth Management
Connecticut
$1.4M +$2.73K +28 +0.2%
VA
50
Valmark Advisers
Ohio
$1.4M -$3.31K -34 -0.2%
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