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iShares Russell Top 200 ETF

141 hedge funds and large institutions have $776M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.07%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.21%
New
17
Increased
51
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
EFG
101
Ethos Financial Group
Pennsylvania
$343K -$37.2K -323 -10%
FPF
102
First Pacific Financial
Washington
$333K +$66.8K +580 +25%
ML
103
McAdam LLC
Pennsylvania
$330K +$24.5K +213 +8%
AAS
104
Avantax Advisory Services
Texas
$319K +$319K +2,772 New
Qube Research & Technologies (QRT)
105
Qube Research & Technologies (QRT)
United Kingdom
$316K -$71.4K -620 -18%
GCP
106
GSA Capital Partners
United Kingdom
$305K +$1.38K +12 +0.5%
TFA
107
Toth Financial Advisory
Virginia
$301K +$301K +2,615 New
KAS
108
Kestra Advisory Services
Texas
$293K +$6.1K +53 +2%
CIAS
109
Capital Investment Advisory Services
North Carolina
$276K -$12.2K -106 -4%
BFG
110
Bouchey Financial Group
New York
$262K -$921 -8 -0.4%
HI
111
Harbour Investments
Wisconsin
$254K -$460 -4 -0.2%
CWM
112
Cornerstone Wealth Management
Missouri
$245K -$10.4K -90 -4%
GWM
113
Geneos Wealth Management
Colorado
$232K
SWM
114
Silverlake Wealth Management
Vermont
$230K
SCM
115
Sollinda Capital Management
Florida
$230K +$230K +2,000 New
OWA
116
Octavia Wealth Advisors
Ohio
$214K +$214K +1,857 New
Northwestern Mutual Wealth Management
117
Northwestern Mutual Wealth Management
Wisconsin
$174K -$16K -139 -8%
UB
118
UMB Bank
Missouri
$158K
Comerica Bank
119
Comerica Bank
Texas
$124K +$81.6K +709 +192%
MPWT
120
MassMutual Private Wealth & Trust
Connecticut
$88.3K +$88.3K +767 New
IA
121
IFP Advisors
Florida
$87.8K
PTC
122
Private Trust Company
Ohio
$66.5K
PB
123
Pinnacle Bancorp
Nebraska
$63.5K
BBPWM
124
Blue Bell Private Wealth Management
Pennsylvania
$60.8K
AWM
125
Aspire Wealth Management
Massachusetts
$46.8K +$345 +3 +0.7%