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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

131 hedge funds and large institutions have $576M invested in iShares Russell Top 200 ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.07%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
18
Increased
46
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$23.7M
2
TF
2
Tompkins Financial
New York
$19.7M
3
Ameriprise
3
Ameriprise
Minnesota
$37.3M
4
LPL Financial
4
LPL Financial
California
$23.6M
5
AWM
5
Avior Wealth Management
Nebraska
$2.88M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
MCWS
2
McKinley Carter Wealth Services
West Virginia
$29M
3
AWM
3
Aspire Wealth Management
Massachusetts
$43.1K
4
CWAG
4
Compton Wealth Advisory Group
Virginia
$1.8M
5
Jane Street
5
Jane Street
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
Susquehanna International Group
26
Susquehanna International Group
Pennsylvania
$5.15M +$2.1M +19,689 +69%
Citadel Advisors
27
Citadel Advisors
Florida
$4.85M +$2.74M +25,696 +130%
SWP
28
ShoreHaven Wealth Partners
New Jersey
$4.68M -$97.3K -912 -2%
BlackRock
29
BlackRock
New York
$4.42M -$1.52M -14,297 -26%
NIM
30
Nicollet Investment Management
Minnesota
$4.05M +$1.41M +13,212 +53%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$4.04M +$33.2K +311 +0.8%
NFW
32
Noble Family Wealth
Florida
$3.78M -$45K -422 -1%
IWC
33
Integrated Wealth Concepts
Massachusetts
$3.73M -$192K -1,799 -5%
Wells Fargo
34
Wells Fargo
California
$3.56M +$585K +5,489 +20%
AWM
35
Avior Wealth Management
Nebraska
$2.88M +$2.88M +26,991 New
9WM
36
9258 Wealth Management
Ohio
$2.82M -$1.08M -10,128 -28%
UBS Group
37
UBS Group
Switzerland
$2.49M +$122K +1,147 +5%
GSAM
38
Grant Street Asset Management
Pennsylvania
$2.4M -$8.96K -84 -0.4%
KFS
39
Kelly Financial Services
Massachusetts
$2.35M +$1.92M +17,973 +445%
SWP
40
Stratos Wealth Partners
Ohio
$2.34M +$356K +3,337 +18%
Cambridge Investment Research Advisors
41
Cambridge Investment Research Advisors
Iowa
$2.29M -$493K -4,626 -18%
ZIMP
42
Zimmermann Investment Management & Planning
Pennsylvania
$2.21M +$18.9K +177 +0.9%
LNC
43
Lincoln National Corp
Pennsylvania
$2.18M +$169K +1,581 +8%
FCM
44
Family Capital Management
Michigan
$2.1M -$17.9K -168 -0.8%
AAS
45
Asset Allocation Strategies
Michigan
$2.09M +$1.57M +14,703 +300%
TFS
46
Thoroughbred Financial Services
Tennessee
$1.95M +$59.5K +558 +3%
VA
47
Valmark Advisers
Ohio
$1.91M +$381K +3,572 +25%
CWAG
48
Compton Wealth Advisory Group
Virginia
$1.8M -$3.37M -31,601 -65%
Mariner
49
Mariner
Kansas
$1.73M -$22.3K -209 -1%
CAM
50
Cresset Asset Management
Illinois
$1.66M +$25.3K +237 +2%
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