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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

141 hedge funds and large institutions have $776M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.07%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.21%
New
17
Increased
51
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84M
2
TF
2
Tompkins Financial
New York
$74.5M
3
WA
3
Win Advisors
Florida
$24.2M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$41.8M
5
DL
5
DOHJ LLC
Washington
$24.7M

Top Sellers

1
SEM
1
Strategic Equity Management
Arizona
$8.73M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.94M
3
SAG
3
SageView Advisory Group
California
$13.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.12M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
KFS
51
Kelly Financial Services
Massachusetts
$2.19M 19,059 -1,414 -7%
VA
52
Valmark Advisers
Ohio
$2.08M 18,074 -760 -4%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$2.08M 18,035 +563 +3%
CWAG
54
Compton Wealth Advisory Group
Virginia
$1.91M 16,582 – –
Mariner
55
Mariner
Kansas
$1.85M 16,084 -121 -0.7%
AWM
56
Avior Wealth Management
Nebraska
$1.79M 15,561 -4,601 -23%
LIM
57
Leavell Investment Management
Alabama
$1.54M 13,405 -15,225 -53%
Renaissance Technologies
58
Renaissance Technologies
New York
$1.53M 13,300 +6,400 +93%
MML Investors Services
59
MML Investors Services
Massachusetts
$1.52M 13,212 +1,055 +9%
CAL
60
Capital Analysts LLC
Pennsylvania
$1.47M 12,796 -15 -0.1%
Cetera Investment Advisers
61
Cetera Investment Advisers
Illinois
$1.42M 12,300 +1,578 +15%
Goldman Sachs
62
Goldman Sachs
New York
$1.32M 11,443 -303 -3%
BWM
63
Boyd Wealth Management
California
$1.26M 10,988 -243 -2%
Creative Planning
64
Creative Planning
Kansas
$1.2M 10,434 -1,808 -15%
OGF
65
Orin Green Financial
California
$1.08M 9,363 -127 -1%
CWM
66
Cahaba Wealth Management
Georgia
$1.01M 8,755 +9 +0.1%
WCWM
67
Wooster Corthell Wealth Management
Connecticut
$920K 7,991 -1,062 -12%
PFGIA
68
Patriot Financial Group Insurance Agency
Massachusetts
$907K 7,880 -395 -5%
HNB
69
Huntington National Bank
Ohio
– – – –
FDCDDQ
70
Federation des caisses Desjardins du Quebec
Quebec, Canada
$868K 7,544 -558 -7%
MWS
71
Maxwell Wealth Strategies
California
$820K 7,126 +7,126 New
Wealthfront Advisers
72
Wealthfront Advisers
California
$791K 6,875 +2,027 +42%
Mercer Global Advisors
73
Mercer Global Advisors
Colorado
$767K 6,666 +309 +5%
EA
74
Efficient Advisors
Ohio
$738K 6,411 -230 -3%
SWA
75
SOA Wealth Advisors
New York
$705K 6,127 +1,030 +20%
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3
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