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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

131 hedge funds and large institutions have $576M invested in iShares Russell Top 200 ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.07%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
18
Increased
46
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$23.7M
2
TF
2
Tompkins Financial
New York
$19.7M
3
Ameriprise
3
Ameriprise
Minnesota
$37.3M
4
LPL Financial
4
LPL Financial
California
$23.6M
5
AWM
5
Avior Wealth Management
Nebraska
$2.88M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
MCWS
2
McKinley Carter Wealth Services
West Virginia
$29M
3
AWM
3
Aspire Wealth Management
Massachusetts
$43.1K
4
CWAG
4
Compton Wealth Advisory Group
Virginia
$1.8M
5
Jane Street
5
Jane Street
New York
$1.17M
Name Holding Trade Value Shares
Change 		Shares
Change %
TRCT
101
Tower Research Capital (TRC)
New York
$242K -$779K -7,302 -76%
Stifel Financial
102
Stifel Financial
Missouri
$240K +$16.2K +152 +7%
Renaissance Technologies
103
Renaissance Technologies
New York
$235K +$235K +2,200 New
RA
104
Resolute Advisors
California
$235K +$640 +6 +0.3%
CWM
105
Cornerstone Wealth Management
Missouri
$232K – – –
BCG
106
Breakwater Capital Group
New Jersey
$220K +$220K +2,065 New
CIAS
107
Capital Investment Advisory Services
North Carolina
$213K – – –
SWM
108
Silverlake Wealth Management
Vermont
$213K +$213K +2,000 New
Northwestern Mutual Wealth Management
109
Northwestern Mutual Wealth Management
Wisconsin
$185K -$48K -450 -21%
HI
110
Harbour Investments
Wisconsin
$184K +$52.8K +495 +40%
UB
111
UMB Bank
Missouri
$147K +$19.3K +181 +15%
PIAS
112
PCA Investment Advisory Services
Ohio
$113K +$113K +1,060 New
IA
113
IFP Advisors
Florida
$81.4K – – –
PTC
114
Private Trust Company
Ohio
$61.6K – – –
PB
115
Pinnacle Bancorp
Nebraska
$58.9K – – –
BBPWM
116
Blue Bell Private Wealth Management
Pennsylvania
$56.3K -$853 -8 -1%
AWM
117
Aspire Wealth Management
Massachusetts
$43.1K -$3.38M -31,701 -99%
GT
118
Glenmede Trust
Pennsylvania
$22K – – –
NA
119
NewEdge Advisors
Louisiana
$21.8K – – –
PCM
120
Penserra Capital Management
California
$20K +$20K +189 New
PO
121
Private Ocean
California
$18.1K – – –
US Bancorp
122
US Bancorp
Minnesota
$15.1K – – –
FBC
123
Fairfield, Bush & Co
Connecticut
$11.2K +$11.2K +105 New
TCOV
124
Trust Company of Vermont
Vermont
$10.7K – – –
EWA
125
EverSource Wealth Advisors
Alabama
$5.97K +$5.97K +56 New
2 3 4
5
6