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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

159 hedge funds and large institutions have $995M invested in iShares Russell Top 200 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.3%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
18
Increased
51
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
TF
2
Tompkins Financial
New York
$142M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$10.1M
4
FL
4
FreeGulliver LLC
Louisiana
$21.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$5.52M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
CFD
2
Creative Financial Designs
Indiana
$3.41M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$10.8M
4
IA
4
IFP Advisors
Florida
$229K
5
ECA
5
Elevation Capital Advisory
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWS
76
Maxwell Wealth Strategies
California
$1.01M – – –
PFGIA
77
Patriot Financial Group Insurance Agency
Massachusetts
$968K -$95.6K -681 -9%
FTS
78
Fifth Third Securities
Ohio
$904K -$41.9K -298 -4%
HNB
79
Huntington National Bank
Ohio
$902K -$914K – –
CWM
80
Cahaba Wealth Management
Georgia
$883K +$140 +1 +0%
Mercer Global Advisors
81
Mercer Global Advisors
Colorado
$881K -$1.25K -9 -0.1%
WCWM
82
Wooster Corthell Wealth Management
Connecticut
$877K -$44.8K -319 -5%
AAM
83
Aureus Asset Management
Massachusetts
$843K – – –
CAM
84
Cozad Asset Management
Illinois
$824K +$52.1K +371 +7%
OFG
85
Oxford Financial Group
Indiana
$800K -$1.6M -11,359 -67%
PS
86
Principal Securities
Iowa
$795K +$11K +78 +1%
QCG
87
Quadrant Capital Group
Ohio
$772K – – –
OGF
88
Orin Green Financial
California
$691K +$11.7K +83 +2%
FCMA
89
Foresight Capital Management Advisors
Michigan
$688K -$116K -827 -14%
Citadel Advisors
90
Citadel Advisors
Florida
$667K -$769K -5,476 -54%
Northern Trust
91
Northern Trust
Illinois
$663K -$14.5K -103 -2%
EA
92
Efficient Advisors
Ohio
$662K -$24.9K -177 -4%
RJA
93
Raymond James & Associates
Florida
$634K +$113K +808 +22%
FHA
94
Flagship Harbor Advisors
Massachusetts
$596K +$596K +4,243 New
FPCG
95
Forum Private Client Group
Indiana
$586K -$40.9K -291 -7%
GG
96
GenWealth Group
New Jersey
$581K – – –
Corient Private Wealth
97
Corient Private Wealth
Florida
$579K +$92.8K +661 +19%
AAS
98
Avantax Advisory Services
Texas
$577K -$66.4K -473 -10%
RJFSA
99
Raymond James Financial Services Advisors
Florida
$576K – – –
MA
100
MONECO Advisors
Connecticut
$552K – – –
2 3
4
5 6