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iShares Russell Top 200 ETF

145 hedge funds and large institutions have $848M invested in iShares Russell Top 200 ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
15
Increased
49
Reduced
54
Closed
10
Calls
$73.6M
Puts
Net Calls
+$73.6M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
51
Kelly Financial Services
Massachusetts
$2.28M -$141K -1,106 -6%
Cetera Investment Advisers
52
Cetera Investment Advisers
Illinois
$2.26M +$693K +5,451 +44%
Envestnet Asset Management
53
Envestnet Asset Management
Illinois
$2.13M -$158K -1,240 -7%
Renaissance Technologies
54
Renaissance Technologies
New York
$2.12M +$432K +3,400 +26%
CWAG
55
Compton Wealth Advisory Group
Virginia
$2.11M
Mariner
56
Mariner
Kansas
$2.04M -$508 -4 -0%
KAS
57
Kestra Advisory Services
Texas
$1.92M +$1.59M +12,533 +492%
FCM
58
Family Capital Management
Michigan
$1.89M -$607K -4,772 -24%
CAL
59
Capital Analysts LLC
Pennsylvania
$1.87M +$245K +1,927 +15%
LIM
60
Leavell Investment Management
Alabama
$1.75M +$44.5K +350 +3%
AWM
61
Avior Wealth Management
Nebraska
$1.68M -$297K -2,338 -15%
MML Investors Services
62
MML Investors Services
Massachusetts
$1.57M -$105K -828 -6%
Goldman Sachs
63
Goldman Sachs
New York
$1.42M -$36.1K -284 -2%
BWM
64
Boyd Wealth Management
California
$1.4M +$1.78K +14 +0.1%
Northwestern Mutual Wealth Management
65
Northwestern Mutual Wealth Management
Wisconsin
$1.37M +$1.17M +9,232 +610%
Creative Planning
66
Creative Planning
Kansas
$1.33M +$1.27K +10 +0.1%
PAG
67
Private Advisor Group
New Jersey
$1.12M +$739K +5,814 +194%
GM
68
GeoWealth Management
Illinois
$990K +$990K +7,787 New
Wealthfront Advisers
69
Wealthfront Advisers
California
$970K +$96K +755 +11%
PFGIA
70
Patriot Financial Group Insurance Agency
Massachusetts
$969K -$32.7K -257 -3%
WCWM
71
Wooster Corthell Wealth Management
Connecticut
$941K -$74.5K -586 -7%
CWM
72
Cahaba Wealth Management
Georgia
$927K -$186K -1,460 -17%
SWA
73
SOA Wealth Advisors
New York
$925K +$147K +1,153 +19%
MWS
74
Maxwell Wealth Strategies
California
$910K
HNB
75
Huntington National Bank
Ohio
$866K -$906K