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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

159 hedge funds and large institutions have $995M invested in iShares Russell Top 200 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.3%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
18
Increased
51
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
TF
2
Tompkins Financial
New York
$142M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$10.1M
4
FL
4
FreeGulliver LLC
Louisiana
$21.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$5.52M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
CFD
2
Creative Financial Designs
Indiana
$3.41M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$10.8M
4
IA
4
IFP Advisors
Florida
$229K
5
ECA
5
Elevation Capital Advisory
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Osaic Holdings
26
Osaic Holdings
Arizona
$8.43M -$577K -4,109 -6%
SEM
27
Strategic Equity Management
Arizona
$8.25M -$402K -2,865 -5%
CAM
28
Cresset Asset Management
Illinois
$6.95M +$2.67M +18,989 +62%
Commonwealth Equity Services
29
Commonwealth Equity Services
Massachusetts
$6.94M +$799K +5,692 +13%
NIM
30
Nicollet Investment Management
Minnesota
$6.58M +$175K +1,243 +3%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$6.57M +$736K +5,239 +13%
UBS Group
32
UBS Group
Switzerland
$6.44M -$2.18M -15,554 -25%
BNP Paribas Financial Markets
33
BNP Paribas Financial Markets
France
$5.52M +$5.52M +39,300 New
SWP
34
ShoreHaven Wealth Partners
New Jersey
$5.42M -$637K -4,539 -11%
Cetera Investment Advisers
35
Cetera Investment Advisers
Illinois
$4.85M +$492K +3,503 +11%
Goldman Sachs
36
Goldman Sachs
New York
$4.68M +$4.24M +30,159 +962%
Wells Fargo
37
Wells Fargo
California
$4.37M -$103K -736 -2%
BlackRock
38
BlackRock
New York
$3.97M – – –
NFW
39
Noble Family Wealth
Florida
$3.82M -$46.6K -332 -1%
TFS
40
Thoroughbred Financial Services
Tennessee
$3.56M -$1.43M -10,180 -29%
CFD
41
Creative Financial Designs
Indiana
$3.41M -$8.03M -57,175 -70%
GVAG
42
Great Valley Advisor Group
Delaware
$3.35M +$99.6K +709 +3%
9WM
43
9258 Wealth Management
Ohio
$3.35M -$303K -2,155 -8%
Wealth Enhancement Advisory Services
44
Wealth Enhancement Advisory Services
Minnesota
$3.26M +$2.82M +20,057 +641%
MAV
45
Mason & Associates (Virginia)
Virginia
$3.07M -$31.7K -226 -1%
KAS
46
Kestra Advisory Services
Texas
$3.05M +$311K +2,215 +11%
SWP
47
Stratos Wealth Partners
Ohio
$2.88M -$59.1K -421 -2%
GSAM
48
Grant Street Asset Management
Pennsylvania
$2.76M -$8.15K -58 -0.3%
Wealthfront Advisers
49
Wealthfront Advisers
California
$2.71M +$1.04M +7,432 +63%
AAS
50
Asset Allocation Strategies
Michigan
$2.62M -$948K -6,753 -27%
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