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iShares Russell Top 200 ETF

136 hedge funds and large institutions have $541M invested in iShares Russell Top 200 ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
13
Increased
43
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
SWP
26
ShoreHaven Wealth Partners
New Jersey
$4.52M -$15.9K -154 -0.4%
NIM
27
Nicollet Investment Management
Minnesota
$4.44M +$520K +5,031 +13%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$4.32M -$679K -6,564 -14%
BlackRock
29
BlackRock
New York
$4.28M
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$4.03M +$108K +1,045 +3%
VOYA Investment Management
31
VOYA Investment Management
Georgia
$3.91M -$19M -184,115 -83%
IWC
32
Integrated Wealth Concepts
Massachusetts
$3.56M -$56.6K -548 -2%
NFW
33
Noble Family Wealth
Florida
$3.54M -$128K -1,234 -3%
Wells Fargo
34
Wells Fargo
California
$3.07M -$381K -3,690 -11%
LIM
35
Leavell Investment Management
Alabama
$2.97M +$2.97M +28,630 New
9WM
36
9258 Wealth Management
Ohio
$2.68M -$51.9K -502 -2%
UBS Group
37
UBS Group
Switzerland
$2.44M +$26.6K +257 +1%
SWP
38
Stratos Wealth Partners
Ohio
$2.31M +$34.1K +330 +2%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.23M +$6.93K +67 +0.3%
TFS
40
Thoroughbred Financial Services
Tennessee
$2.21M +$324K +3,137 +17%
LNC
41
Lincoln National Corp
Pennsylvania
$2.21M +$101K +978 +5%
AAS
42
Asset Allocation Strategies
Michigan
$2.18M +$150K +1,455 +7%
ZIMP
43
Zimmermann Investment Management & Planning
Pennsylvania
$2.17M +$25.6K +248 +1%
KFS
44
Kelly Financial Services
Massachusetts
$2.12M -$159K -1,539 -7%
GSAM
45
Grant Street Asset Management
Pennsylvania
$2.1M -$224K -2,163 -10%
AWM
46
Avior Wealth Management
Nebraska
$2.08M -$706K -6,829 -25%
FCM
47
Family Capital Management
Michigan
$2.03M -$207 -2 -0%
VA
48
Valmark Advisers
Ohio
$1.95M +$92.8K +898 +5%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.81M -$11M -106,817 -86%
CWAG
50
Compton Wealth Advisory Group
Virginia
$1.71M -$27.4K -265 -2%