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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

157 hedge funds and large institutions have $973M invested in iShares Russell Top 200 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
2.28%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
26
Increased
44
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Tompkins Financial
New York
$124M
2
PCP
2
Proficio Capital Partners
Massachusetts
$31.5M
3
SAG
3
SageView Advisory Group
California
$13.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$16.9M
5
FL
5
FreeGulliver LLC
Louisiana
$13.8M

Top Sellers

1
AWA
1
Arkadios Wealth Advisors
Georgia
$0
2
GC
2
Gilbert & Cook
Iowa
$64.7M
3
LPL Financial
3
LPL Financial
California
$39.4M
4
Citigroup
4
Citigroup
New York
$2.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$786K
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$8.59M +$2.44M +18,202 +40%
HighTower Advisors
27
HighTower Advisors
Illinois
$8.57M -$1.34M -10,026 -14%
SEM
28
Strategic Equity Management
Arizona
$8.26M -$1.29M -9,625 -14%
UBS Group
29
UBS Group
Switzerland
$8.22M +$4.34M +32,436 +112%
IA
30
IFP Advisors
Florida
$6.74M -$85.9K -641 -1%
NIM
31
Nicollet Investment Management
Minnesota
$6.11M +$14.3K +107 +0.2%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$5.85M +$210K +1,571 +4%
SWP
33
ShoreHaven Wealth Partners
New Jersey
$5.78M – – –
ECA
34
Elevation Capital Advisory
Oregon
$5.74M +$5.74M +42,880 New
Envestnet Asset Management
35
Envestnet Asset Management
Illinois
$5.57M +$3.32M +24,754 +147%
VW
36
Veridan Wealth
Oregon
$5.49M +$5.49M +35,825 New
TFS
37
Thoroughbred Financial Services
Tennessee
$4.76M +$2.2M +16,461 +86%
Wells Fargo
38
Wells Fargo
California
$4.27M +$256K +1,908 +6%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$4.16M +$1.78M +13,301 +75%
CAM
40
Cresset Asset Management
Illinois
$4.08M +$134 +1 +0%
BlackRock
41
BlackRock
New York
$3.79M -$4.55M -33,963 -55%
NFW
42
Noble Family Wealth
Florida
$3.69M -$212K -1,586 -5%
9WM
43
9258 Wealth Management
Ohio
$3.48M -$454K -3,392 -12%
Renaissance Technologies
44
Renaissance Technologies
New York
$3.46M +$1.22M +9,100 +54%
AAS
45
Asset Allocation Strategies
Michigan
$3.4M -$18K -134 -0.5%
Nisa Investment Advisors
46
Nisa Investment Advisors
Missouri
$3.15M +$3.15M +23,500 New
GVAG
47
Great Valley Advisor Group
Delaware
$3.1M +$3.1M +23,167 New
MAV
48
Mason & Associates (Virginia)
Virginia
$2.96M +$2.18M +16,263 +279%
SWP
49
Stratos Wealth Partners
Ohio
$2.8M -$108K -808 -4%
ZIMP
50
Zimmermann Investment Management & Planning
Pennsylvania
$2.71M +$41.7K +311 +2%
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