IWL icon

iShares Russell Top 200 ETF

124 hedge funds and large institutions have $486M invested in iShares Russell Top 200 ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
13
Increased
30
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Goldman Sachs
51
Goldman Sachs
New York
$1.39M +$31.2K +321 +2%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$1.35M +$140K +1,436 +12%
CAL
53
Capital Analysts LLC
Pennsylvania
$1.2M +$90.6K +931 +8%
Creative Planning
54
Creative Planning
Kansas
$1.19M +$359K +3,686 +43%
BWM
55
Boyd Wealth Management
California
$1.14M +$1.46K +15 +0.1%
MML Investors Services
56
MML Investors Services
Massachusetts
$1.14M -$146K -1,504 -11%
HH
57
Hilltop Holdings
Texas
$950K -$6.46M -66,432 -87%
RJFSA
58
Raymond James Financial Services Advisors
Florida
$940K -$278K -2,857 -23%
TRCT
59
Tower Research Capital (TRC)
New York
$932K +$275K +2,825 +42%
OGF
60
Orin Green Financial
California
$929K +$12K +123 +1%
JPMPWA
61
J.P. Morgan Private Wealth Advisors
California
$906K
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$871K -$112K -1,156 -11%
CWM
63
Cahaba Wealth Management
Georgia
$850K -$60.6K -623 -7%
FDCDDQ
64
Federation des caisses Desjardins du Quebec
Quebec, Canada
$844K -$773K -7,940 -48%
AWM
65
AE Wealth Management
Kansas
$796K +$796K +8,185 New
HNB
66
Huntington National Bank
Ohio
$787K -$730K
EA
67
Efficient Advisors
Ohio
$727K -$3.41K -35 -0.5%
FPCG
68
Forum Private Client Group
Indiana
$668K -$30.2K -310 -4%
GFS
69
GYL Financial Synergies
Connecticut
$660K -$8.21M -84,340 -93%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$630K -$36.6K -376 -5%
AAM
71
Aureus Asset Management
Massachusetts
$584K
Fidelity Investments
72
Fidelity Investments
Massachusetts
$555K -$22.2K -228 -4%
Northern Trust
73
Northern Trust
Illinois
$553K
QCG
74
Quadrant Capital Group
Ohio
$535K
CAM
75
Cozad Asset Management
Illinois
$528K