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iShares Russell Top 200 ETF

124 hedge funds and large institutions have $566M invested in iShares Russell Top 200 ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
24
Increased
46
Reduced
32
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
VA
51
Valmark Advisers
Ohio
$1.3M +$251K +2,791 +24%
WCWM
52
Wooster Corthell Wealth Management
Connecticut
$1.29M +$510K +5,663 +65%
Goldman Sachs
53
Goldman Sachs
New York
$1.26M -$2.28M -25,346 -64%
MML Investors Services
54
MML Investors Services
Massachusetts
$1.19M -$56.2K -624 -5%
CAN
55
Cetera Advisor Networks
California
$1.14M -$499K -5,548 -30%
RJFSA
56
Raymond James Financial Services Advisors
Florida
$1.13M +$25.6K +284 +2%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.12M +$136K +1,516 +14%
LNC
58
Lincoln National Corp
Pennsylvania
$1.11M -$58.8K -654 -5%
CF
59
Centaurus Financial
California
$1.1M -$11K -122 -1%
BWM
60
Boyd Wealth Management
California
$1.06M -$66.3K -737 -6%
BF
61
BOK Financial
Oklahoma
$1.03M -$126K -1,405 -11%
CAL
62
Capital Analysts LLC
Pennsylvania
$1.03M -$19.6K -218 -2%
FPF
63
First Pacific Financial
Washington
$962K -$88.5K -984 -8%
PFGIA
64
Patriot Financial Group Insurance Agency
Massachusetts
$909K -$184K -2,046 -17%
OGF
65
Orin Green Financial
California
$848K -$30.1K -335 -3%
CWM
66
Cahaba Wealth Management
Georgia
$842K -$9.99K -111 -1%
JPMPWA
67
J.P. Morgan Private Wealth Advisors
California
$838K
Creative Planning
68
Creative Planning
Kansas
$770K +$332K +3,686 +76%
HNB
69
Huntington National Bank
Ohio
$730K -$690K
EA
70
Efficient Advisors
Ohio
$676K -$48.1K -535 -7%
FPCG
71
Forum Private Client Group
Indiana
$646K -$133K -1,474 -17%
Mercer Global Advisors
72
Mercer Global Advisors
Colorado
$616K -$21.6K -240 -3%
TRCT
73
Tower Research Capital (TRC)
New York
$607K -$124K -1,382 -17%
AAM
74
Aureus Asset Management
Massachusetts
$540K +$540K +6,000 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$534K +$17.6K +196 +3%