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iShares Russell Top 200 ETF

145 hedge funds and large institutions have $848M invested in iShares Russell Top 200 ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 49 increasing their positions, 54 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
145
Holders Change
+4
Holders Change %
+2.84%
% of All Funds
2.1%
Holding in Top 10
13
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-7.14%
% of All Funds
0.19%
New
15
Increased
49
Reduced
54
Closed
10
Calls
$73.6M
Puts
Net Calls
+$73.6M
Net Calls Change
+$73.6M
Name Holding Trade Value Shares
Change
Shares
Change %
Corient Private Wealth
101
Corient Private Wealth
Florida
$440K
TFA
102
Toth Financial Advisory
Virginia
$413K +$80.7K +635 +24%
AFC
103
AFT Forsyth & Company
Florida
$401K +$127 +1 +0%
GFS
104
GYL Financial Synergies
Connecticut
$399K -$57.6K -453 -13%
RJA
105
Raymond James & Associates
Florida
$394K -$103K -807 -21%
JWM
106
Jackson Wealth Management
Florida
$382K -$9.02K -71 -2%
FPF
107
First Pacific Financial
Washington
$368K -$127 -1 -0%
ML
108
McAdam LLC
Pennsylvania
$363K -$1.78K -14 -0.5%
TRCT
109
Tower Research Capital (TRC)
New York
$355K +$318K +2,505 +864%
AAS
110
Avantax Advisory Services
Texas
$345K -$7.25K -57 -2%
BFG
111
Bouchey Financial Group
New York
$289K
HI
112
Harbour Investments
Wisconsin
$280K
CWM
113
Cornerstone Wealth Management
Missouri
$271K
GWM
114
Geneos Wealth Management
Colorado
$257K
CIAS
115
Capital Investment Advisory Services
North Carolina
$254K -$50.8K -400 -17%
SWM
116
Silverlake Wealth Management
Vermont
$254K
OWA
117
Octavia Wealth Advisors
Ohio
$230K -$5.59K -44 -2%
GCP
118
GSA Capital Partners
United Kingdom
$227K -$110K -863 -33%
Qube Research & Technologies (QRT)
119
Qube Research & Technologies (QRT)
United Kingdom
$214K -$135K -1,060 -39%
CF
120
Centaurus Financial
California
$205K -$530K -4,179 -72%
AR
121
Apeiron RIA
Texas
$201K +$201K +1,583 New
Comerica Bank
122
Comerica Bank
Texas
$140K +$2.67K +21 +2%
GJIA
123
Glass Jacobson Investment Advisors
Maryland
$134K +$102K +805 +319%
UB
124
UMB Bank
Missouri
$127K -$47.8K -376 -27%
FDCDDQ
125
Federation des caisses Desjardins du Quebec
Quebec, Canada
$107K -$852K -6,705 -89%