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iShares Russell Top 200 ETF
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Overview Fund Activity

186 hedge funds and large institutions have $1.14B invested in iShares Russell Top 200 ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
186
Holders Change
+27
Holders Change %
+16.98%
% of All Funds
2.48%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
45
Increased
56
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$37.2M
2
RWP
2
Reliant Wealth Planning
Kentucky
$26.5M
3
Bank of America
3
Bank of America
North Carolina
$83.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$16.1M
5
MFG
5
Merit Financial Group
Georgia
$8.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88M
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$1.59M
4
DWM
4
Dechtman Wealth Management
Colorado
$3.54M
5
CAM
5
Cresset Asset Management
Illinois
$2.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Portfolio Solutions
26
Envestnet Portfolio Solutions
Illinois
$8.7M 60,086 -21,773 -27%
FCBT
27
First Citizens Bank & Trust
North Carolina
$8.7M 60,086 -21,773 -27%
HighTower Advisors
28
HighTower Advisors
Illinois
$8.64M 59,698 -1,903 -3%
HIW
29
Holos Integrated Wealth
Pennsylvania
$8.27M 57,178 +57,178 New
SEM
30
Strategic Equity Management
Arizona
$8.06M 55,695 -3,084 -5%
Commonwealth Equity Services
31
Commonwealth Equity Services
Massachusetts
$7.7M 53,222 +3,834 +8%
Envestnet Asset Management
32
Envestnet Asset Management
Illinois
$7.68M 53,064 +6,276 +13%
Wells Fargo
33
Wells Fargo
California
$7.41M 51,201 +20,078 +65%
NIM
34
Nicollet Investment Management
Minnesota
$6.88M 47,530 +713 +2%
ECA
35
Elevation Capital Advisory
Oregon
$6.75M 46,629 +46,629 New
UBS Group
36
UBS Group
Switzerland
$6.63M 45,838 +2 +0%
Two Sigma Investments
37
Two Sigma Investments
New York
$6.11M 42,200 +42,200 New
VA
38
Valmark Advisers
Ohio
$6.02M 41,614 +25,048 +151%
Cetera Investment Advisers
39
Cetera Investment Advisers
Illinois
$5.94M 41,045 +6,490 +19%
PGCM
40
Prescott Group Capital Management
Oklahoma
$5.9M 40,795 +40,795 New
SWP
41
ShoreHaven Wealth Partners
New Jersey
$5.58M 38,528 -69 -0.2%
Goldman Sachs
42
Goldman Sachs
New York
$5.25M 36,303 +3,010 +9%
VW
43
Veridan Wealth
Oregon
$4.64M 31,420 +31,420 New
Susquehanna International Group
44
Susquehanna International Group
Pennsylvania
$4.62M 31,932 +23,477 +278%
OFG
45
Oxford Financial Group
Indiana
$4.42M 30,552 +24,855 +436%
TFS
46
Thoroughbred Financial Services
Tennessee
$4.07M 28,144 +2,761 +11%
MF
47
Manchester Financial
California
$3.96M 27,331 +12,223 +81%
NFW
48
Noble Family Wealth
Florida
$3.93M 27,057 -175 -0.6%
CFD
49
Creative Financial Designs
Indiana
$3.73M 25,751 +1,450 +6%
HCA
50
Heck Capital Advisors
Wisconsin
$3.72M 25,687 +25,687 New
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