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iShares Russell Top 200 ETF

131 hedge funds and large institutions have $576M invested in iShares Russell Top 200 ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.07%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
18
Increased
46
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CAL
51
Capital Analysts LLC
Pennsylvania
$1.53M +$218K +2,040 +17%
FTUS
52
Flow Traders U.S.
New York
$1.36M +$1.36M +12,785 New
WCWM
53
Wooster Corthell Wealth Management
Connecticut
$1.36M -$175K -1,641 -11%
Creative Planning
54
Creative Planning
Kansas
$1.31M +$107 +1 +0%
MML Investors Services
55
MML Investors Services
Massachusetts
$1.28M +$37.4K +351 +3%
BWM
56
Boyd Wealth Management
California
$1.22M -$33.4K -313 -3%
Cetera Investment Advisers
57
Cetera Investment Advisers
Illinois
$1.19M -$289K -2,713 -20%
CAG
58
Csenge Advisory Group
Florida
$1.18M -$845K -7,920 -42%
Jane Street
59
Jane Street
New York
$1.17M -$2.82M -26,402 -71%
OGF
60
Orin Green Financial
California
$1.01M -$5.76K -54 -0.6%
AIA
61
Arcadia Investment Advisors
Idaho
$1.01M +$1.01M +9,490 New
PFGIA
62
Patriot Financial Group Insurance Agency
Massachusetts
$933K -$21.3K -200 -2%
CWM
63
Cahaba Wealth Management
Georgia
$933K +$853 +8 +0.1%
SOS
64
Silver Oak Securities
Tennessee
$928K +$928K +8,701 New
FDCDDQ
65
Federation des caisses Desjardins du Quebec
Quebec, Canada
$907K -$17.8K -167 -2%
RJFSA
66
Raymond James Financial Services Advisors
Florida
$850K -$180K -1,686 -17%
HNB
67
Huntington National Bank
Ohio
$849K -$787K
AWM
68
AE Wealth Management
Kansas
$780K -$93K -872 -11%
EA
69
Efficient Advisors
Ohio
$740K -$57.4K -538 -7%
Mercer Global Advisors
70
Mercer Global Advisors
Colorado
$681K -$9.17K -86 -1%
CAM
71
Cozad Asset Management
Illinois
$643K +$64K +600 +11%
AAM
72
Aureus Asset Management
Massachusetts
$640K
FPCG
73
Forum Private Client Group
Indiana
$615K -$117K -1,098 -16%
CF
74
Centaurus Financial
California
$611K +$215K +2,016 +54%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$592K -$15.7K -147 -3%