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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

117 hedge funds and large institutions have $661M invested in iShares Russell Top 200 ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.98%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
38
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$29.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.27M
3
5L
3
55I LLC
Massachusetts
$3.86M
4
DL
4
DOHJ LLC
Washington
$13.3M
5
GC
5
Gilbert & Cook
Iowa
$46.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$132M
4
SEM
4
Strategic Equity Management
Arizona
$26.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
PB
101
Pinnacle Bancorp
Nebraska
$50K – – –
TRCT
102
Tower Research Capital (TRC)
New York
$42K +$42K +466 New
FDCDDQ
103
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.8K – – –
TCWM
104
Total Clarity Wealth Management
Illinois
$38K +$38K +425 New
Rockefeller Capital Management
105
Rockefeller Capital Management
New York
$22K +$22K +250 New
GT
106
Glenmede Trust
Pennsylvania
$20K – – –
Citigroup
107
Citigroup
New York
$20K – – –
APA
108
American Portfolios Advisors
New York
$16K -$4.49K -50 -22%
PO
109
Private Ocean
California
$15K – – –
Qube Research & Technologies (QRT)
110
Qube Research & Technologies (QRT)
United Kingdom
$12K +$12K +131 New
TCOV
111
Trust Company of Vermont
Vermont
$9K +$9K +100 New
BCMLT
112
Beacon Capital Management LLC (Tennessee)
Tennessee
$4K – – –
GSAM
113
Grant Street Asset Management
Pennsylvania
$3.03K +$6 +64 +0.2%
BWM
114
Baystate Wealth Management
Massachusetts
$3K – – –
BCWM
115
Bartlett & Co Wealth Management
Ohio
$2.16K +$2.16K +24 New
BC
116
Bartlett & Co
Ohio
$2K +$2K +24 New
FWM
117
Focused Wealth Management
New York
$1K – – –
AWM
118
AE Wealth Management
Kansas
– -$5.75M -53,189 Closed
AI
119
Atria Investments
North Carolina
– -$1.03M -9,565 Closed
SWM
120
Silverlake Wealth Management
Vermont
– -$443K -4,100 Closed
FAIM
121
Financial Advocates Investment Management
Washington
– -$277K -2,565 Closed
GM
122
GeoWealth Management
Illinois
– -$252K -2,330 Closed
OWA
123
Octavia Wealth Advisors
Ohio
– -$237K -2,197 Closed
PAG
124
Private Advisor Group
New Jersey
– -$212K -1,958 Closed
GCP
125
GSA Capital Partners
United Kingdom
– -$209K -1,933 Closed
2 3 4
5
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