IWL icon

iShares Russell Top 200 ETF

131 hedge funds and large institutions have $576M invested in iShares Russell Top 200 ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.07%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
18
Increased
46
Reduced
46
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
Northern Trust
76
Northern Trust
Illinois
$592K -$13.9K -130 -2%
QCG
77
Quadrant Capital Group
Ohio
$587K
GG
78
GenWealth Group
New Jersey
$563K
SWA
79
SOA Wealth Advisors
New York
$426K +$202K +1,890 +90%
MA
80
MONECO Advisors
Connecticut
$419K
CAN
81
Cetera Advisor Networks
California
$419K -$77K -722 -16%
FHA
82
Flagship Harbor Advisors
Massachusetts
$400K +$47K +441 +13%
AIM
83
Anchor Investment Management
South Carolina
$375K
GFS
84
GYL Financial Synergies
Connecticut
$368K -$355K -3,331 -49%
AWM
85
Adams Wealth Management
Utah
$336K -$16K -150 -5%
AFC
86
AFT Forsyth & Company
Florida
$336K +$107 +1 +0%
JWM
87
Jackson Wealth Management
Florida
$312K +$312K +2,929 New
Corient Private Wealth
88
Corient Private Wealth
Florida
$302K
Wealthfront Advisers
89
Wealthfront Advisers
California
$302K -$26.4K -248 -8%
WA
90
Win Advisors
Florida
$295K -$2.22M -25,357 -88%
GWM
91
Geneos Wealth Management
Colorado
$291K +$84.2K +790 +41%
ML
92
McAdam LLC
Pennsylvania
$291K -$11.5K -108 -4%
NFSG
93
Newbridge Financial Services Group
Florida
$286K
EFG
94
Ethos Financial Group
Pennsylvania
$283K
RJA
95
Raymond James & Associates
Florida
$276K -$23.8K -223 -8%
PAG
96
Private Advisor Group
New Jersey
$266K -$2.13K -20 -0.8%
GJIA
97
Glass Jacobson Investment Advisors
Maryland
$265K +$265K +2,481 New
JPMPWA
98
J.P. Morgan Private Wealth Advisors
California
$256K -$737K -6,915 -74%
FPF
99
First Pacific Financial
Washington
$247K -$63.7K -597 -21%
BFG
100
Bouchey Financial Group
New York
$244K -$19K -178 -7%