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iShares Russell Top 200 ETF
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Overview Fund Activity

145 hedge funds and large institutions have $848M invested in iShares Russell Top 200 ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
15
Increased
49
Reduced
54
Closed
10
Calls
$73.6M
Puts
–
Net Calls
+$73.6M
Net Calls Change
+$73.6M

Top Buyers

1
LPL Financial
LPL Financial
California
$42.6M
2
Citigroup
Citigroup
New York
$7.35M
3
IA
IFP Advisors
Florida
$6.47M
4
Citadel Advisors
Citadel Advisors
Florida
$4.76M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.4M

Top Sellers

1
WA
Win Advisors
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$74.4M
3
SAG
SageView Advisory Group
California
$0
4
BF
BOK Financial
Oklahoma
$0
5
BlackRock
BlackRock
New York
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
26
Arkadios Wealth Advisors
Georgia
$8.14M -$219K -1,720 -3%
BlackRock
27
BlackRock
New York
$7.91M -$5.26M -41,415 -40%
Citigroup
28
Citigroup
New York
$7.35M +$7.35M +57,789 New
IA
29
IFP Advisors
Florida
$6.47M +$6.38M +50,166 +6,575%
Osaic Holdings
30
Osaic Holdings
Arizona
$5.84M +$185K +1,455 +3%
NIM
31
Nicollet Investment Management
Minnesota
$5.78M +$362K +2,848 +7%
SWP
32
ShoreHaven Wealth Partners
New Jersey
$5.48M -$2.67K -21 -0%
Susquehanna International Group
33
Susquehanna International Group
Pennsylvania
$5.42M -$378K -2,971 -7%
Commonwealth Equity Services
34
Commonwealth Equity Services
Massachusetts
$5.36M -$144K -1,135 -3%
Citadel Advisors
35
Citadel Advisors
Florida
$4.76M +$4.76M +37,428 New
CAM
36
Cresset Asset Management
Illinois
$3.87M +$1.36M +10,700 +54%
IWC
37
Integrated Wealth Concepts
Massachusetts
$3.87M -$51.4K -404 -1%
Wells Fargo
38
Wells Fargo
California
$3.81M +$39.4K +310 +1%
9WM
39
9258 Wealth Management
Ohio
$3.74M +$86.1K +677 +2%
NFW
40
Noble Family Wealth
Florida
$3.71M -$636K -5,000 -15%
UBS Group
41
UBS Group
Switzerland
$3.68M +$274K +2,157 +8%
LNC
42
Lincoln National Corp
Pennsylvania
$3.41M -$122K -963 -3%
AAS
43
Asset Allocation Strategies
Michigan
$3.25M -$64.2K -505 -2%
SWP
44
Stratos Wealth Partners
Ohio
$2.76M -$76.8K -604 -3%
KWM
45
Kingsview Wealth Management
Oregon
$2.6M +$2.6M +20,434 New
ZIMP
46
Zimmermann Investment Management & Planning
Pennsylvania
$2.53M -$27.7K -218 -1%
GSAM
47
Grant Street Asset Management
Pennsylvania
$2.5M -$56.9K -448 -2%
TFS
48
Thoroughbred Financial Services
Tennessee
$2.43M -$84.7K -666 -3%
SFS
49
Sowell Financial Services
Arkansas
$2.32M -$524K -4,125 -18%
VA
50
Valmark Advisers
Ohio
$2.29M -$4.45K -35 -0.2%
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