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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

145 hedge funds and large institutions have $848M invested in iShares Russell Top 200 ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
15
Increased
49
Reduced
54
Closed
10
Calls
$73.6M
Puts
–
Net Calls
+$73.6M
Net Calls Change
+$73.6M

Top Buyers

1
LPL Financial
LPL Financial
California
$42.6M
2
Citigroup
Citigroup
New York
$7.35M
3
IA
IFP Advisors
Florida
$6.47M
4
Citadel Advisors
Citadel Advisors
Florida
$4.76M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
$16.4M

Top Sellers

1
WA
Win Advisors
Florida
$0
2
Morgan Stanley
Morgan Stanley
New York
$74.4M
3
SAG
SageView Advisory Group
California
$0
4
BF
BOK Financial
Oklahoma
$0
5
BlackRock
BlackRock
New York
$7.91M
Name Holding Trade Value Shares
Change 		Shares
Change %
Fidelity Investments
76
Fidelity Investments
Massachusetts
$829K +$157K +1,236 +23%
Mercer Global Advisors
77
Mercer Global Advisors
Colorado
$807K -$40.7K -320 -5%
EA
78
Efficient Advisors
Ohio
$778K -$36.7K -289 -5%
CAM
79
Cozad Asset Management
Illinois
$774K +$254 +2 +0%
AAM
80
Aureus Asset Management
Massachusetts
$763K – – –
FCMA
81
Foresight Capital Management Advisors
Michigan
$741K +$741K +5,829 New
MAV
82
Mason & Associates (Virginia)
Virginia
$741K +$741K +5,829 New
CA
83
Cetera Advisors
Colorado
$722K +$722K +5,680 New
QCG
84
Quadrant Capital Group
Ohio
$699K – – –
CW
85
CreativeOne Wealth
Kansas
$699K +$699K +5,496 New
OGF
86
Orin Green Financial
California
$697K -$1.08M -9,363 Closed
CAG
87
Csenge Advisory Group
Florida
$692K +$1.78K +14 +0.3%
Stifel Financial
88
Stifel Financial
Missouri
$682K +$273K +2,146 +67%
PS
89
Principal Securities
Iowa
$656K +$175K +1,377 +36%
GG
90
GenWealth Group
New Jersey
$630K – – –
Northern Trust
91
Northern Trust
Illinois
$629K -$15.9K -125 -2%
NFSG
92
Newbridge Financial Services Group
Florida
$610K +$188K +1,475 +44%
FPCG
93
Forum Private Client Group
Indiana
$588K -$63.9K -503 -10%
CAN
94
Cetera Advisor Networks
California
$560K +$7.37K +58 +1%
RJFSA
95
Raymond James Financial Services Advisors
Florida
$521K -$112K -880 -18%
Wealth Enhancement Advisory Services
96
Wealth Enhancement Advisory Services
Minnesota
$503K +$63.1K +496 +14%
MA
97
MONECO Advisors
Connecticut
$499K – – –
FHA
98
Flagship Harbor Advisors
Massachusetts
$483K -$5.97K -47 -1%
EFG
99
Ethos Financial Group
Pennsylvania
$454K +$75.8K +596 +20%
AIM
100
Anchor Investment Management
South Carolina
$447K – – –
2 3
4
5 6