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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

124 hedge funds and large institutions have $486M invested in iShares Russell Top 200 ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
–
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
13
Increased
30
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$25.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.5M
3
Jane Street
3
Jane Street
New York
$3.64M
4
WA
4
Win Advisors
Florida
$2.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.93M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$20.1M
2
WC
2
Wexford Capital
Florida
$0
3
PCP
3
Proficio Capital Partners
Massachusetts
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$3.01M
5
WLPWM
5
Walled Lake Planning & Wealth Management
Illinois
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
GG
76
GenWealth Group
New Jersey
$514K -$19.9K -205 -4%
AAS
77
Asset Allocation Strategies
Michigan
$478K -$1.01M -10,370 -68%
CAN
78
Cetera Advisor Networks
California
$452K -$780K -8,015 -63%
KFS
79
Kelly Financial Services
Massachusetts
$393K +$17K +175 +5%
MA
80
MONECO Advisors
Connecticut
$382K – – –
ESB
81
Essex Savings Bank
Connecticut
$381K – – –
CF
82
Centaurus Financial
California
$361K -$824K -8,475 -70%
RWM
83
Ritholtz Wealth Management
New York
$359K +$359K +3,686 New
CA
84
Cetera Advisors
Colorado
$357K +$116K +1,195 +48%
AIM
85
Anchor Investment Management
South Carolina
$342K – – –
FHA
86
Flagship Harbor Advisors
Massachusetts
$322K -$4.28K -44 -1%
AWM
87
Adams Wealth Management
Utah
$321K +$96.6K +993 +43%
AFC
88
AFT Forsyth & Company
Florida
$306K +$97 +1 +0%
BF
89
BOK Financial
Oklahoma
$305K -$812K -8,345 -73%
Wealthfront Advisers
90
Wealthfront Advisers
California
$300K -$70.2K -721 -19%
FPF
91
First Pacific Financial
Washington
$283K -$757K -7,780 -73%
EFG
92
Ethos Financial Group
Pennsylvania
$283K +$283K +2,907 New
ML
93
McAdam LLC
Pennsylvania
$276K +$276K +2,837 New
Corient Private Wealth
94
Corient Private Wealth
Florida
$276K – – –
RJA
95
Raymond James & Associates
Florida
$274K -$50.6K -520 -16%
NFSG
96
Newbridge Financial Services Group
Florida
$261K -$10.2K -105 -4%
PAG
97
Private Advisor Group
New Jersey
$245K +$245K +2,518 New
BFG
98
Bouchey Financial Group
New York
$239K +$19.5K +201 +9%
RA
99
Resolute Advisors
California
$214K +$214K +2,197 New
Northwestern Mutual Wealth Management
100
Northwestern Mutual Wealth Management
Wisconsin
$213K +$116K +1,188 +119%
2 3
4
5 6