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iShares Russell Top 200 ETF

91 hedge funds and large institutions have $659M invested in iShares Russell Top 200 ETF in 2020 Q4 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 22 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
+11
Holders Change %
+13.75%
% of All Funds
1.61%
Holding in Top 10
7
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+16.67%
% of All Funds
0.12%
New
16
Increased
30
Reduced
22
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
TFS
51
Thoroughbred Financial Services
Tennessee
$741K -$6.04K -67 -0.8%
TRCT
52
Tower Research Capital (TRC)
New York
$635K +$513K +5,676 +419%
Northern Trust
53
Northern Trust
Illinois
$555K -$14.9K -165 -3%
BAM
54
Belpointe Asset Management
Nevada
$548K +$548K +6,065 New
HB
55
Homrich & Berg
Georgia
$512K +$512K +5,674 New
GWM
56
Geneos Wealth Management
Colorado
$451K +$348K +3,686 +340%
RC
57
RegentAtlantic Capital
New Jersey
$411K
Calamos Advisors
58
Calamos Advisors
Illinois
$375K -$434K -4,800 -54%
MA
59
MONECO Advisors
Connecticut
$359K
RJA
60
Raymond James & Associates
Florida
$353K -$55.6K -616 -14%
AAS
61
Avantax Advisory Services
Texas
$342K -$187K -2,070 -35%
MCWS
62
McKinley Carter Wealth Services
West Virginia
$340K +$340K +3,769 New
BFG
63
Bouchey Financial Group
New York
$318K
Fidelity Investments
64
Fidelity Investments
Massachusetts
$318K +$2.44K +27 +0.8%
AIM
65
Anchor Investment Management
South Carolina
$318K
AFC
66
AFT Forsyth & Company
Florida
$284K
OWA
67
Octavia Wealth Advisors
Ohio
$277K +$277K +3,064 New
EH
68
Equitable Holdings
New York
$273K
LNC
69
Lincoln National Corp
Pennsylvania
$265K +$19.2K +213 +8%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$231K +$231K +2,563 New
SFS
71
Sowell Financial Services
Arkansas
$224K -$209K -2,318 -48%
FHA
72
Flagship Harbor Advisors
Massachusetts
$221K +$34.9K +387 +19%
SWA
73
SOA Wealth Advisors
New York
$125K +$125K +1,337 New
EIP
74
Ellis Investment Partners
Pennsylvania
$100K +$450 +5 +0.5%
NFG
75
Next Financial Group
Texas
$96K -$57K -631 -37%