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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

72 hedge funds and large institutions have $309M invested in iShares Russell Top 200 ETF in 2020 Q2 according to their latest regulatory filings, with 19 funds opening new positions, 17 increasing their positions, 19 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
72
Holders Change
+18
Holders Change %
+33.33%
% of All Funds
1.48%
Holding in Top 10
5
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+150%
% of All Funds
0.1%
New
19
Increased
17
Reduced
19
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
BF
BOK Financial
Oklahoma
+$48.6M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$34.2M
3
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$33.8M
4
Ameriprise
Ameriprise
Minnesota
+$14.6M
5
Bank of America
Bank of America
North Carolina
+$14M

Top Sellers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
-$846K
2
HNB
Huntington National Bank
Ohio
-$704K
3
CJA
C-J Advisory
California
-$678K
4
HighTower Advisors
HighTower Advisors
Illinois
-$571K
5
Osaic Holdings
Osaic Holdings
Arizona
-$329K
Name Holding Trade Value Shares
Change 		Shares
Change %
Calamos Advisors
51
Calamos Advisors
Illinois
$267K +$267K +3,600 New
AFC
52
AFT Forsyth & Company
Florida
$232K +$232K +3,140 New
MML Investors Services
53
MML Investors Services
Massachusetts
$225K +$225K +3,033 New
LNC
54
Lincoln National Corp
Pennsylvania
$201K +$201K +2,717 New
Fidelity Investments
55
Fidelity Investments
Massachusetts
$158K -$18.5K -249 -10%
FHA
56
Flagship Harbor Advisors
Massachusetts
$136K – – –
PAG
57
Private Advisor Group
New Jersey
$135K +$135K +1,825 New
EIP
58
Ellis Investment Partners
Pennsylvania
$82K -$14.6K -196 -15%
LFG
59
LifePlan Financial Group
Ohio
$78K +$78K +1,053 New
CAN
60
Cetera Advisor Networks
California
$61K +$61K +821 New
GWM
61
Geneos Wealth Management
Colorado
$53K +$53K +738 New
Citigroup
62
Citigroup
New York
$38K -$8.89K -120 -19%
JSC
63
Jackson Square Capital
California
$32K -$34.7K -470 -52%
APA
64
American Portfolios Advisors
New York
$19.3K – – –
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$18K +$18K +247 New
GT
66
Glenmede Trust
Pennsylvania
$16K – – –
PCG
67
Private Capital Group
Connecticut
$13K – – –
PO
68
Private Ocean
California
$12K – – –
CFA
69
Carroll Financial Associates
North Carolina
$11K – – –
US Bancorp
70
US Bancorp
Minnesota
$2K – – –
BlackRock
71
BlackRock
New York
$2K – – –
BWA
72
BDO Wealth Advisors
Florida
$2K – – –
NFG
73
Next Financial Group
Texas
– -$84K -1,362 Closed
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