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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

80 hedge funds and large institutions have $480M invested in iShares Russell Top 200 ETF in 2020 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 18 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
80
Holders Change
+8
Holders Change %
+11.11%
% of All Funds
1.62%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
13
Increased
30
Reduced
18
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCBT
First Citizens Bank & Trust
North Carolina
$73.9M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
$92.4M
3
Osaic Holdings
Osaic Holdings
Arizona
$27.7M
4
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$23.5M
5
BF
BOK Financial
Oklahoma
$61.8M

Top Sellers

1
TRCT
Tower Research Capital (TRC)
New York
$110K
2
HighTower Advisors
HighTower Advisors
Illinois
$15M
3
Citadel Advisors
Citadel Advisors
Florida
$295K
4
WCAMG
Woodard & Company Asset Management Group
North Carolina
$16.3M
5
HNB
Huntington National Bank
Ohio
$875K
Name Holding Trade Value Shares
Change 		Shares
Change %
RC
51
RegentAtlantic Capital
New Jersey
$369K – – –
RJA
52
Raymond James & Associates
Florida
$367K -$24.1K -297 -6%
MA
53
MONECO Advisors
Connecticut
$319K – – –
GC
54
Gilbert & Cook
Iowa
$317K +$317K +1,868 New
LFG
55
LifePlan Financial Group
Ohio
$311K +$226K +2,783 +264%
Citadel Advisors
56
Citadel Advisors
Florida
$295K -$1.55M -19,139 -84%
BFG
57
Bouchey Financial Group
New York
$286K -$13.9K -171 -5%
AIM
58
Anchor Investment Management
South Carolina
$286K +$286K +3,519 New
Fidelity Investments
59
Fidelity Investments
Massachusetts
$284K +$111K +1,363 +64%
AFC
60
AFT Forsyth & Company
Florida
$255K – – –
EH
61
Equitable Holdings
New York
$245K +$245K +3,022 New
LNC
62
Lincoln National Corp
Pennsylvania
$221K +$244 +3 +0.1%
FHA
63
Flagship Harbor Advisors
Massachusetts
$167K +$17.3K +214 +12%
NFG
64
Next Financial Group
Texas
$137K +$137K +1,693 New
TRCT
65
Tower Research Capital (TRC)
New York
$110K -$3.55M -43,756 -97%
EIP
66
Ellis Investment Partners
Pennsylvania
$89K +$322 +4 +0.4%
GWM
67
Geneos Wealth Management
Colorado
$86K +$27.5K +347 +47%
Northwestern Mutual Wealth Management
68
Northwestern Mutual Wealth Management
Wisconsin
$79K +$58.9K +724 +293%
NFSG
69
Newbridge Financial Services Group
Florida
$57K +$57K +700 New
BBPWM
70
Blue Bell Private Wealth Management
Pennsylvania
$50K +$50K +613 New
SFPG
71
Stonebridge Financial Planning Group
Florida
$42K +$42K +500 New
JSC
72
Jackson Square Capital
California
$35K – – –
Citigroup
73
Citigroup
New York
$23K -$18K -225 -44%
APA
74
American Portfolios Advisors
New York
$21.2K – – –
GT
75
Glenmede Trust
Pennsylvania
$18K – – –
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