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iShares Russell Top 200 ETF

157 hedge funds and large institutions have $973M invested in iShares Russell Top 200 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
2.28%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
26
Increased
44
Reduced
54
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
PAG
76
Private Advisor Group
New Jersey
$1.18M +$4.82K +36 +0.4%
Stifel Financial
77
Stifel Financial
Missouri
$1.16M +$447K +3,338 +62%
PFGIA
78
Patriot Financial Group Insurance Agency
Massachusetts
$1.01M -$6.83K -51 -0.7%
Fidelity Investments
79
Fidelity Investments
Massachusetts
$960K +$86.3K +644 +10%
MWS
80
Maxwell Wealth Strategies
California
$955K
HNB
81
Huntington National Bank
Ohio
$914K -$866K
FTS
82
Fifth Third Securities
Ohio
$902K +$902K +6,732 New
WCWM
83
Wooster Corthell Wealth Management
Connecticut
$879K -$113K -841 -11%
Mercer Global Advisors
84
Mercer Global Advisors
Colorado
$849K -$670 -5 -0.1%
CWM
85
Cahaba Wealth Management
Georgia
$842K -$135K -1,011 -14%
AAM
86
Aureus Asset Management
Massachusetts
$804K
Susquehanna International Group
87
Susquehanna International Group
Pennsylvania
$786K -$4.92M -36,762 -86%
FCMA
88
Foresight Capital Management Advisors
Michigan
$767K -$13.5K -101 -2%
PS
89
Principal Securities
Iowa
$748K +$56.7K +423 +8%
QCG
90
Quadrant Capital Group
Ohio
$737K
CAM
91
Cozad Asset Management
Illinois
$736K -$80.1K -598 -10%
EA
92
Efficient Advisors
Ohio
$655K -$165K -1,231 -20%
NFSG
93
Newbridge Financial Services Group
Florida
$649K +$6.7K +50 +1%
OGF
94
Orin Green Financial
California
$648K +$648K +4,834 New
Northern Trust
95
Northern Trust
Illinois
$646K -$16.6K -124 -3%
AAS
96
Avantax Advisory Services
Texas
$614K +$250K +1,868 +69%
FPCG
97
Forum Private Client Group
Indiana
$598K -$21.6K -161 -3%
GG
98
GenWealth Group
New Jersey
$554K -$110K -823 -17%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$549K
MA
100
MONECO Advisors
Connecticut
$526K