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iShares Russell Top 200 ETF
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Overview Fund Activity

157 hedge funds and large institutions have $973M invested in iShares Russell Top 200 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
2.28%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
26
Increased
44
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Tompkins Financial
New York
$124M
2
PCP
2
Proficio Capital Partners
Massachusetts
$31.5M
3
SAG
3
SageView Advisory Group
California
$13.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$16.9M
5
FL
5
FreeGulliver LLC
Louisiana
$13.8M

Top Sellers

1
AWA
1
Arkadios Wealth Advisors
Georgia
$0
2
GC
2
Gilbert & Cook
Iowa
$64.7M
3
LPL Financial
3
LPL Financial
California
$39.4M
4
Citigroup
4
Citigroup
New York
$2.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$786K
Name Holding Trade Value Shares
Change 		Shares
Change %
GSAM
51
Grant Street Asset Management
Pennsylvania
$2.64M +$5.22K +39 +0.2%
KAS
52
Kestra Advisory Services
Texas
$2.56M +$579K +4,419 +29%
CAL
53
Capital Analysts LLC
Pennsylvania
$2.47M +$493K +3,682 +25%
Citigroup
54
Citigroup
New York
$2.39M -$5.35M -39,932 -69%
VA
55
Valmark Advisers
Ohio
$2.39M -$26.8K -200 -1%
Two Sigma Investments
56
Two Sigma Investments
New York
$2.29M +$2.29M +17,100 New
OFG
57
Oxford Financial Group
Indiana
$2.28M +$2.28M +17,056 New
CWAG
58
Compton Wealth Advisory Group
Virginia
$2.19M -$34.6K -258 -2%
SAM
59
Synergy Asset Management
Washington
$2.17M +$2.17M +16,232 New
Mariner
60
Mariner
Kansas
$2.13M -$23.3K -174 -1%
FCM
61
Family Capital Management
Michigan
$1.99M – – –
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.96M +$525K +3,921 +36%
LIM
63
Leavell Investment Management
Alabama
$1.77M -$72.3K -540 -4%
IWC
64
Integrated Wealth Concepts
Massachusetts
$1.75M -$2.33M -17,403 -57%
MML Investors Services
65
MML Investors Services
Massachusetts
$1.73M +$66.9K +499 +4%
SOS
66
Silver Oak Securities
Tennessee
$1.68M +$1.68M +12,557 New
AWM
67
Avior Wealth Management
Nebraska
$1.61M -$162K -1,208 -9%
Wealthfront Advisers
68
Wealthfront Advisers
California
$1.59M +$568K +4,239 +56%
OAS
69
Optivise Advisory Services
Tennessee
$1.52M +$1.52M +11,352 New
GS
70
GTS Securities
New York
$1.52M +$1.52M +11,346 New
BWM
71
Boyd Wealth Management
California
$1.47M -$8.71K -65 -0.6%
Creative Planning
72
Creative Planning
Kansas
$1.44M +$39.7K +296 +3%
Citadel Advisors
73
Citadel Advisors
Florida
$1.37M -$3.64M -27,202 -73%
SWA
74
SOA Wealth Advisors
New York
$1.31M +$339K +2,527 +35%
KFS
75
Kelly Financial Services
Massachusetts
$1.3M -$1.11M -8,261 -46%
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3
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