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iShares Russell Top 200 ETF

116 hedge funds and large institutions have $387M invested in iShares Russell Top 200 ETF in 2022 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 40 increasing their positions, 38 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
116
Holders Change
-1
Holders Change %
-0.85%
% of All Funds
2.01%
Holding in Top 10
9
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-10%
% of All Funds
0.16%
New
9
Increased
40
Reduced
38
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
GG
76
GenWealth Group
New Jersey
$466K -$26.5K -312 -5%
CAM
77
Cozad Asset Management
Illinois
$461K +$224K +2,635 +94%
Creative Planning
78
Creative Planning
Kansas
$413K
RC
79
RegentAtlantic Capital
New Jersey
$386K
Mariner
80
Mariner
Kansas
$348K +$348K +4,104 New
GFS
81
GYL Financial Synergies
Connecticut
$335K +$335K +3,949 New
MA
82
MONECO Advisors
Connecticut
$334K
AIM
83
Anchor Investment Management
South Carolina
$299K
FHA
84
Flagship Harbor Advisors
Massachusetts
$273K +$4.93K +58 +2%
AFC
85
AFT Forsyth & Company
Florida
$267K
CIAS
86
Capital Investment Advisory Services
North Carolina
$267K
RF
87
Resolute Financial
Massachusetts
$262K -$25.4K -299 -9%
Wealthfront Advisers
88
Wealthfront Advisers
California
$258K +$16.2K +191 +7%
Stifel Financial
89
Stifel Financial
Missouri
$257K +$257K +3,024 New
NFSG
90
Newbridge Financial Services Group
Florida
$240K
KFS
91
Kelly Financial Services
Massachusetts
$239K -$525K -6,188 -69%
PAG
92
Private Advisor Group
New Jersey
$214K +$214K +2,518 New
AAS
93
Avantax Advisory Services
Texas
$212K
Truist Financial
94
Truist Financial
North Carolina
$201K -$24.3K -286 -11%
GWM
95
Geneos Wealth Management
Colorado
$166K
SWA
96
SOA Wealth Advisors
New York
$124K
HI
97
Harbour Investments
Wisconsin
$117K
UB
98
UMB Bank
Missouri
$110K
EIP
99
Ellis Investment Partners
Pennsylvania
$86K +$422 +5 +0.5%
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$72K +$7.53K +89 +12%