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iShares Russell Top 200 ETF

124 hedge funds and large institutions have $486M invested in iShares Russell Top 200 ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
13
Increased
30
Reduced
60
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
CWM
101
Cornerstone Wealth Management
Missouri
$212K +$212K +2,176 New
AAS
102
Avantax Advisory Services
Texas
$207K -$29.7K -305 -13%
SWA
103
SOA Wealth Advisors
New York
$205K +$15.5K +159 +8%
Stifel Financial
104
Stifel Financial
Missouri
$204K -$284K -2,921 -58%
CIAS
105
Capital Investment Advisory Services
North Carolina
$195K
GWM
106
Geneos Wealth Management
Colorado
$189K -$2.43K -25 -1%
HI
107
Harbour Investments
Wisconsin
$120K -$7.1K -73 -6%
UB
108
UMB Bank
Missouri
$116K -$10.2K -105 -8%
BAM
109
Belpointe Asset Management
Nevada
$93.9K -$3.6K -37 -4%
PTC
110
Private Trust Company
Ohio
$56.2K
PB
111
Pinnacle Bancorp
Nebraska
$53.7K
BBPWM
112
Blue Bell Private Wealth Management
Pennsylvania
$52.2K -$6.03K -62 -10%
SC
113
SouthState Corp
Florida
$48.7K
IA
114
IFP Advisors
Florida
$48.3K -$20K -316 -29%
GT
115
Glenmede Trust
Pennsylvania
$22K
NA
116
NewEdge Advisors
Louisiana
$19.9K
PO
117
Private Ocean
California
$16.5K
US Bancorp
118
US Bancorp
Minnesota
$13.8K -$176K -1,813 -93%
TCOV
119
Trust Company of Vermont
Vermont
$9.73K
PA
120
Parallel Advisors
California
$7.59K +$7.59K +78 New
VF
121
VitalStone Financial
Texas
$7K +$712 +6 +11%
Commonwealth Equity Services
122
Commonwealth Equity Services
Massachusetts
$3.66K -$878 -9,026 -19%
BWM
123
Baystate Wealth Management
Massachusetts
$3.41K
FWM
124
Focused Wealth Management
New York
$973
LFG
125
Larson Financial Group
Missouri
$292