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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

188 hedge funds and large institutions have $1.1B invested in iShares Russell Top 200 ETF in 2025 Q1 according to their latest regulatory filings, with 21 funds opening new positions, 70 increasing their positions, 59 reducing their positions, and 16 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
188
Holders Change
+2
Holders Change %
+1.08%
% of All Funds
2.55%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
21
Increased
70
Reduced
59
Closed
16
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PCP
Proficio Capital Partners
Massachusetts
+$23.5M
2
EH
Equitable Holdings
New York
+$19.7M
3
GKFF
George Kaiser Family Foundation
Oklahoma
+$12.5M
4
Morgan Stanley
Morgan Stanley
New York
+$11.5M
5
Lido Advisors
Lido Advisors
California
+$6.95M

Top Sellers

1
TF
Tompkins Financial
New York
-$58.4M
2
MCWS
McKinley Carter Wealth Services
West Virginia
-$20.6M
3
GM
GeoWealth Management
Illinois
-$6.45M
4
Two Sigma Investments
Two Sigma Investments
New York
-$6.11M
5
Osaic Holdings
Osaic Holdings
Arizona
-$5.81M
Name Holding Trade Value Shares
Change 		Shares
Change %
LIM
76
Leavell Investment Management
Alabama
$1.82M – – –
Fidelity Investments
77
Fidelity Investments
Massachusetts
$1.74M +$302K +2,197 +21%
CW
78
CreativeOne Wealth
Kansas
$1.7M -$47.5K -346 -3%
Raymond James Financial
79
Raymond James Financial
Florida
$1.67M +$250K +1,816 +18%
AAS
80
Avantax Advisory Services
Texas
$1.61M +$952K +6,928 +144%
OAS
81
Optivise Advisory Services
Tennessee
$1.56M – – –
AAS
82
Asset Allocation Strategies
Michigan
$1.49M -$550K -3,999 -27%
Stifel Financial
83
Stifel Financial
Missouri
$1.42M +$126K +920 +10%
PS
84
Principal Securities
Iowa
$1.29M +$395K +2,733 +44%
AWM
85
Avior Wealth Management
Nebraska
$1.21M -$155K -1,131 -11%
PAG
86
Private Advisor Group
New Jersey
$1.03M -$55K -400 -5%
WCWM
87
Wooster Corthell Wealth Management
Connecticut
$939K +$125K +912 +15%
CAM
88
Cozad Asset Management
Illinois
$904K -$13.5K -98 -1%
CCFM
89
Clear Creek Financial Management
Washington
$898K +$898K +6,535 New
CAGAS
90
Capital Advisory Group Advisory Services
Minnesota
$880K +$6.6K +48 +0.8%
FTS
91
Fifth Third Securities
Ohio
$843K +$8.79K +64 +1%
HNB
92
Huntington National Bank
Ohio
$832K -$928K – –
AAM
93
Aureus Asset Management
Massachusetts
$824K – – –
PFGIA
94
Patriot Financial Group Insurance Agency
Massachusetts
$800K -$143K -1,039 -15%
Mercer Global Advisors
95
Mercer Global Advisors
Colorado
$781K +$8.11K +59 +1%
CWM
96
Cahaba Wealth Management
Georgia
$744K -$57.7K -420 -7%
PAS
97
PKS Advisory Services
New York
$691K -$20.5K -149 -3%
ML
98
McAdam LLC
Pennsylvania
$680K +$310K +2,254 +84%
FWP
99
Forefront Wealth Partners
Texas
$673K +$218K +1,583 +48%
ACM
100
Andina Capital Management
Utah
$626K -$225K -1,639 -26%
2 3
4
5 6