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iShares Russell Top 200 ETF

136 hedge funds and large institutions have $541M invested in iShares Russell Top 200 ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
13
Increased
43
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
RJA
101
Raymond James & Associates
Florida
$268K
CIAS
102
Capital Investment Advisory Services
North Carolina
$259K +$52.3K +506 +25%
KAS
103
Kestra Advisory Services
Texas
$258K +$258K +2,496 New
FPF
104
First Pacific Financial
Washington
$239K
BFG
105
Bouchey Financial Group
New York
$236K
CWM
106
Cornerstone Wealth Management
Missouri
$230K +$4.65K +45 +2%
HI
107
Harbour Investments
Wisconsin
$228K +$49.7K +481 +28%
GJIA
108
Glass Jacobson Investment Advisors
Maryland
$220K -$36.4K -352 -14%
GWM
109
Geneos Wealth Management
Colorado
$209K -$73.5K -711 -26%
SWM
110
Silverlake Wealth Management
Vermont
$207K
BCG
111
Breakwater Capital Group
New Jersey
$206K -$6.69K -65 -3%
BF
112
BOK Financial
Oklahoma
$171K +$171K +1,685 New
Northwestern Mutual Wealth Management
113
Northwestern Mutual Wealth Management
Wisconsin
$171K -$8.69K -84 -5%
UB
114
UMB Bank
Missouri
$142K
IA
115
IFP Advisors
Florida
$78.9K
MA
116
MCF Advisors
Kentucky
$65.1K +$65.1K +630 New
PTC
117
Private Trust Company
Ohio
$59.7K
PB
118
Pinnacle Bancorp
Nebraska
$57.1K
BBPWM
119
Blue Bell Private Wealth Management
Pennsylvania
$54.6K
AWM
120
Aspire Wealth Management
Massachusetts
$41.8K
Comerica Bank
121
Comerica Bank
Texas
$38.2K +$38.2K +370 New
BWS
122
Buck Wealth Strategies
Colorado
$37.1K +$37.1K +359 New
TRCT
123
Tower Research Capital (TRC)
New York
$24K -$211K -2,041 -90%
GT
124
Glenmede Trust
Pennsylvania
$23.4K
NA
125
NewEdge Advisors
Louisiana
$21.1K