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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

141 hedge funds and large institutions have $776M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.07%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.21%
New
17
Increased
51
Reduced
49
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$84M
2
TF
2
Tompkins Financial
New York
$74.5M
3
WA
3
Win Advisors
Florida
$24.2M
4
MCWS
4
McKinley Carter Wealth Services
West Virginia
$41.8M
5
DL
5
DOHJ LLC
Washington
$24.7M

Top Sellers

1
SEM
1
Strategic Equity Management
Arizona
$8.73M
2
HighTower Advisors
2
HighTower Advisors
Illinois
$6.94M
3
SAG
3
SageView Advisory Group
California
$13.4M
4
Osaic Holdings
4
Osaic Holdings
Arizona
$5.12M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$23.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CAM
76
Cozad Asset Management
Illinois
$701K 6,090 +61 +1%
AAM
77
Aureus Asset Management
Massachusetts
$691K 6,000 – –
CF
78
Centaurus Financial
California
$667K 5,795 -10 -0.2%
QCG
79
Quadrant Capital Group
Ohio
$633K 5,500 – –
CAG
80
Csenge Advisory Group
Florida
$625K 5,426 -1,086 -17%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$608K 5,286 +275 +5%
FPCG
82
Forum Private Client Group
Indiana
$590K 5,126 +5,126 New
Northern Trust
83
Northern Trust
Illinois
$584K 5,074 – –
RJFSA
84
Raymond James Financial Services Advisors
Florida
$573K 4,978 -2,740 -36%
GG
85
GenWealth Group
New Jersey
$571K 4,958 – –
CAN
86
Cetera Advisor Networks
California
$500K 4,348 -189 -4%
MA
87
MONECO Advisors
Connecticut
$452K 3,929 – –
RJA
88
Raymond James & Associates
Florida
$450K 3,908 +1,316 +51%
FHA
89
Flagship Harbor Advisors
Massachusetts
$443K 3,850 +16 +0.4%
PS
90
Principal Securities
Iowa
$435K 3,782 +3,782 New
GFS
91
GYL Financial Synergies
Connecticut
$414K 3,594 +141 +4%
AIM
92
Anchor Investment Management
South Carolina
$405K 3,519 – –
Corient Private Wealth
93
Corient Private Wealth
Florida
$399K 3,463 – –
AWM
94
AE Wealth Management
Kansas
$398K 3,352 -2,254 -40%
Wealth Enhancement Advisory Services
95
Wealth Enhancement Advisory Services
Minnesota
$398K 3,457 -208 -6%
NFSG
96
Newbridge Financial Services Group
Florida
$382K 3,320 +715 +27%
Stifel Financial
97
Stifel Financial
Missouri
$370K 3,213 +166 +5%
AFC
98
AFT Forsyth & Company
Florida
$363K 3,151 +3 +0.1%
JWM
99
Jackson Wealth Management
Florida
$354K 3,078 +73 +2%
PAG
100
Private Advisor Group
New Jersey
$345K 2,996 +373 +14%
2 3
4
5 6