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iShares Russell Top 200 ETF
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Overview Fund Activity

141 hedge funds and large institutions have $776M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.07%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.21%
New
17
Increased
51
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84M
2
TF
2
Tompkins Financial
New York
$74.5M
3
WA
3
Win Advisors
Florida
$24.2M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$41.8M
5
DL
5
DOHJ LLC
Washington
$24.7M

Top Sellers

1
SEM
1
Strategic Equity Management
Arizona
$8.73M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.94M
3
SAG
3
SageView Advisory Group
California
$13.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.12M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.3M
Name Holding Trade Value Shares
Change 		Shares
Change %
VOYA Investment Management
26
VOYA Investment Management
Georgia
$7.62M +$3.27M +28,421 +75%
AWA
27
Arkadios Wealth Advisors
Georgia
$7.57M -$177K -1,537 -2%
BF
28
BOK Financial
Oklahoma
$7.24M +$7.04M +61,196 +3,632%
HighTower Advisors
29
HighTower Advisors
Illinois
$6.94M -$2.28M -19,780 -25%
Susquehanna International Group
30
Susquehanna International Group
Pennsylvania
$5.25M +$444K +3,859 +9%
Osaic Holdings
31
Osaic Holdings
Arizona
$5.12M -$2.03M -17,620 -28%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$4.98M +$495K +4,305 +11%
SWP
33
ShoreHaven Wealth Partners
New Jersey
$4.97M -$64.2K -558 -1%
NIM
34
Nicollet Investment Management
Minnesota
$4.91M -$39.5K -343 -0.8%
FL
35
FreeGulliver LLC
Louisiana
$4.8M +$4.8M +41,690 New
NFW
36
Noble Family Wealth
Florida
$3.93M -$11.5K -100 -0.3%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.55M -$409K -3,551 -10%
Wells Fargo
38
Wells Fargo
California
$3.41M -$10.2K -89 -0.3%
9WM
39
9258 Wealth Management
Ohio
$3.31M +$322K +2,801 +11%
LNC
40
Lincoln National Corp
Pennsylvania
$3.2M +$736K +6,393 +30%
UBS Group
41
UBS Group
Switzerland
$3.08M +$363K +3,151 +13%
AAS
42
Asset Allocation Strategies
Michigan
$3M +$572K +4,971 +24%
SFS
43
Sowell Financial Services
Arkansas
$2.58M +$2.58M +22,403 New
SWP
44
Stratos Wealth Partners
Ohio
$2.57M +$1.84K +16 +0.1%
CAM
45
Cresset Asset Management
Illinois
$2.54M +$549K +4,278 +28%
Two Sigma Investments
46
Two Sigma Investments
New York
$2.36M +$2.36M +20,500 New
ZIMP
47
Zimmermann Investment Management & Planning
Pennsylvania
$2.31M -$103K -896 -4%
GSAM
48
Grant Street Asset Management
Pennsylvania
$2.31M -$28.1K -244 -1%
TFS
49
Thoroughbred Financial Services
Tennessee
$2.28M -$190K -1,652 -8%
FCM
50
Family Capital Management
Michigan
$2.26M – – –
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