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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

159 hedge funds and large institutions have $995M invested in iShares Russell Top 200 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.3%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
18
Increased
51
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
TF
2
Tompkins Financial
New York
$142M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$10.1M
4
FL
4
FreeGulliver LLC
Louisiana
$21.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$5.52M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
CFD
2
Creative Financial Designs
Indiana
$3.41M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$10.8M
4
IA
4
IFP Advisors
Florida
$229K
5
ECA
5
Elevation Capital Advisory
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Northwestern Mutual Wealth Management
51
Northwestern Mutual Wealth Management
Wisconsin
$2.59M +$534K +3,803 +26%
CAL
52
Capital Analysts LLC
Pennsylvania
$2.59M +$421 +3 +0%
Mariner
53
Mariner
Kansas
$2.35M +$120K +853 +5%
VA
54
Valmark Advisers
Ohio
$2.33M -$179K -1,273 -7%
GS
55
GTS Securities
New York
$2.31M +$717K +5,105 +45%
CWAG
56
Compton Wealth Advisory Group
Virginia
$2.25M -$37.9K -270 -2%
Renaissance Technologies
57
Renaissance Technologies
New York
$2.25M -$1.38M -9,800 -38%
MF
58
Manchester Financial
California
$2.12M +$2.12M +15,108 New
FCM
59
Family Capital Management
Michigan
$2.09M -$2.67K -19 -0.1%
LIM
60
Leavell Investment Management
Alabama
$1.86M – – –
MML Investors Services
61
MML Investors Services
Massachusetts
$1.83M +$18.4K +131 +1%
SOS
62
Silver Oak Securities
Tennessee
$1.79M +$33.3K +238 +2%
IWC
63
Integrated Wealth Concepts
Massachusetts
$1.67M -$161K -1,145 -9%
CW
64
CreativeOne Wealth
Kansas
$1.62M +$1.62M +11,502 New
OAS
65
Optivise Advisory Services
Tennessee
$1.59M – – –
BWM
66
Boyd Wealth Management
California
$1.53M -$3.93K -28 -0.3%
SWA
67
SOA Wealth Advisors
New York
$1.51M +$135K +961 +10%
AWM
68
Avior Wealth Management
Nebraska
$1.5M -$185K -1,318 -11%
Creative Planning
69
Creative Planning
Kansas
$1.48M -$30.8K -219 -2%
Stifel Financial
70
Stifel Financial
Missouri
$1.39M +$168K +1,196 +14%
KFS
71
Kelly Financial Services
Massachusetts
$1.35M -$15.3K -109 -1%
Susquehanna International Group
72
Susquehanna International Group
Pennsylvania
$1.19M +$363K +2,584 +44%
PAG
73
Private Advisor Group
New Jersey
$1.17M -$70.2K -500 -6%
Jane Street
74
Jane Street
New York
$1.1M +$1.1M +7,854 New
Fidelity Investments
75
Fidelity Investments
Massachusetts
$1.03M +$24.6K +175 +2%
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3
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