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iShares Russell Top 200 ETF

116 hedge funds and large institutions have $387M invested in iShares Russell Top 200 ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.01%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
9
Increased
40
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CF
51
Centaurus Financial
California
$1.05M +$428K +5,037 +69%
RJFSA
52
Raymond James Financial Services Advisors
Florida
$1.04M -$49.6K -585 -5%
MIAN
53
Mariner Independent Advisor Network
Kansas
$1.03M +$25.1K +296 +2%
PFGIA
54
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M -$379K -4,459 -27%
FPF
55
First Pacific Financial
Washington
$991K +$991K +11,676 New
CAL
56
Capital Analysts LLC
Pennsylvania
$987K +$14.2K +167 +1%
VA
57
Valmark Advisers
Ohio
$985K -$234K -2,755 -19%
Cetera Investment Advisers
58
Cetera Investment Advisers
Illinois
$929K +$112K +1,315 +14%
UBS Group
59
UBS Group
Switzerland
$857K -$143K -1,687 -14%
OGF
60
Orin Green Financial
California
$829K -$44.8K -527 -5%
CWM
61
Cahaba Wealth Management
Georgia
$804K +$1.1K +13 +0.1%
JPMPWA
62
J.P. Morgan Private Wealth Advisors
California
$791K
WCWM
63
Wooster Corthell Wealth Management
Connecticut
$737K +$142K +1,677 +24%
FPCG
64
Forum Private Client Group
Indiana
$735K -$343K -4,039 -32%
TRCT
65
Tower Research Capital (TRC)
New York
$691K +$651K +7,666 +1,645%
HNB
66
Huntington National Bank
Ohio
$690K -$767K
EA
67
Efficient Advisors
Ohio
$683K -$12.2K -144 -2%
SOS
68
Silver Oak Securities
Tennessee
$671K +$671K +6,492 New
Mercer Global Advisors
69
Mercer Global Advisors
Colorado
$602K -$24.6K -290 -4%
UCFA
70
United Capital Financial Advisors
Texas
$556K
Fidelity Investments
71
Fidelity Investments
Massachusetts
$487K -$34.6K -407 -7%
AWM
72
Avior Wealth Management
Nebraska
$484K +$484K +5,711 New
HWM
73
HB Wealth Management
Georgia
$482K
Northern Trust
74
Northern Trust
Illinois
$482K
QCG
75
Quadrant Capital Group
Ohio
$467K -$102K -1,200 -18%