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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

91 hedge funds and large institutions have $609M invested in iShares Russell Top 200 ETF in 2021 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 29 increasing their positions, 30 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
91
Holders Change
–
Holders Change %
0%
% of All Funds
1.6%
Holding in Top 10
7
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.12%
New
6
Increased
29
Reduced
30
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GC
1
Gilbert & Cook
Iowa
$37.5M
2
CFD
2
Creative Financial Designs
Indiana
$10.1M
3
VAS
3
Valicenti Advisory Services
New York
$2.21M
4
CAL
4
Capital Analysts LLC
Pennsylvania
$1.48M
5
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.7M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$137M
2
Osaic Holdings
2
Osaic Holdings
Arizona
$2.5M
3
Fifth Third Bancorp
3
Fifth Third Bancorp
Ohio
$0
4
WCAMG
4
Woodard & Company Asset Management Group
North Carolina
$1.04M
5
FCBT
5
First Citizens Bank & Trust
North Carolina
$132M
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
51
GenWealth Group
New Jersey
$590K -$322K -3,402 -35%
BAM
52
Belpointe Asset Management
Nevada
$587K +$12.6K +133 +2%
Northern Trust
53
Northern Trust
Illinois
$568K -$14.3K -151 -2%
HB
54
Homrich & Berg
Georgia
$537K – – –
RC
55
RegentAtlantic Capital
New Jersey
$431K – – –
LNC
56
Lincoln National Corp
Pennsylvania
$390K +$112K +1,180 +40%
AAS
57
Avantax Advisory Services
Texas
$382K +$21.8K +229 +6%
Fidelity Investments
58
Fidelity Investments
Massachusetts
$382K +$48.5K +512 +15%
MCWS
59
McKinley Carter Wealth Services
West Virginia
$374K +$17.4K +184 +5%
MA
60
MONECO Advisors
Connecticut
$372K – – –
BFG
61
Bouchey Financial Group
New York
$334K – – –
AIM
62
Anchor Investment Management
South Carolina
$333K – – –
Citadel Advisors
63
Citadel Advisors
Florida
$321K +$321K +3,384 New
UB
64
UMB Bank
Missouri
$317K -$969K -10,216 -75%
FHA
65
Flagship Harbor Advisors
Massachusetts
$301K +$69.1K +730 +30%
AFC
66
AFT Forsyth & Company
Florida
$297K – – –
OWA
67
Octavia Wealth Advisors
Ohio
$289K -$946 -10 -0.3%
EH
68
Equitable Holdings
New York
$286K – – –
Truist Financial
69
Truist Financial
North Carolina
$268K -$601K -6,348 -69%
WAP
70
Wealthcare Advisory Partners
Pennsylvania
$243K – – –
GWM
71
Geneos Wealth Management
Colorado
$185K -$291K -2,916 -61%
HI
72
Harbour Investments
Wisconsin
$151K +$151K +1,596 New
SFS
73
Sowell Financial Services
Arkansas
$130K -$118K -1,184 -48%
SWA
74
SOA Wealth Advisors
New York
$126K – – –
EIP
75
Ellis Investment Partners
Pennsylvania
$105K +$283 +3 +0.3%
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