IWL icon

iShares Russell Top 200 ETF
IWL

Overview Fund Activity

117 hedge funds and large institutions have $661M invested in iShares Russell Top 200 ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.98%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
38
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$29.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.27M
3
5L
3
55I LLC
Massachusetts
$3.86M
4
DL
4
DOHJ LLC
Washington
$13.3M
5
GC
5
Gilbert & Cook
Iowa
$46.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$132M
4
SEM
4
Strategic Equity Management
Arizona
$26.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MA
76
MONECO Advisors
Connecticut
$353K – – –
AIM
77
Anchor Investment Management
South Carolina
$316K – – –
RF
78
Resolute Financial
Massachusetts
$303K -$78.6K -877 -21%
BFG
79
Bouchey Financial Group
New York
$284K +$1.62K +18 +0.6%
FHA
80
Flagship Harbor Advisors
Massachusetts
$283K +$359 +4 +0.1%
CIAS
81
Capital Investment Advisory Services
North Carolina
$282K – – –
HIC
82
Holderness Investments Company
North Carolina
$282K – – –
AFC
83
AFT Forsyth & Company
Florida
$282K +$90 +1 +0%
HCC
84
Hirtle Callaghan & Co
Pennsylvania
$263K -$176K -1,958 -40%
Wealthfront Advisers
85
Wealthfront Advisers
California
$255K +$66.2K +738 +35%
NFSG
86
Newbridge Financial Services Group
Florida
$254K +$184K +2,050 +265%
CAM
87
Cozad Asset Management
Illinois
$251K +$251K +2,794 New
Truist Financial
88
Truist Financial
North Carolina
$238K -$34.8K -388 -13%
WAP
89
Wealthcare Advisory Partners
Pennsylvania
$231K +$989 +11 +0.4%
AAS
90
Avantax Advisory Services
Texas
$224K -$22.8K -254 -9%
CWM
91
Cornerstone Wealth Management
Missouri
$213K +$179 +2 +0.1%
GWM
92
Geneos Wealth Management
Colorado
$178K – – –
SWA
93
SOA Wealth Advisors
New York
$131K +$9.93K +111 +8%
UB
94
UMB Bank
Missouri
$117K -$54.4K -605 -32%
HI
95
Harbour Investments
Wisconsin
$117K +$117K +1,298 New
EIP
96
Ellis Investment Partners
Pennsylvania
$91K +$269 +3 +0.3%
Northwestern Mutual Wealth Management
97
Northwestern Mutual Wealth Management
Wisconsin
$68K -$49.7K -557 -42%
IA
98
IFP Advisors
Florida
$68K – – –
BBPWM
99
Blue Bell Private Wealth Management
Pennsylvania
$54K – – –
PTC
100
Private Trust Company
Ohio
$52K +$52K +578 New
2 3
4
5 6