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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

157 hedge funds and large institutions have $973M invested in iShares Russell Top 200 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
2.28%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
26
Increased
44
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Tompkins Financial
New York
$124M
2
PCP
2
Proficio Capital Partners
Massachusetts
$31.5M
3
SAG
3
SageView Advisory Group
California
$13.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$16.9M
5
FL
5
FreeGulliver LLC
Louisiana
$13.8M

Top Sellers

1
AWA
1
Arkadios Wealth Advisors
Georgia
$0
2
GC
2
Gilbert & Cook
Iowa
$64.7M
3
LPL Financial
3
LPL Financial
California
$39.4M
4
Citigroup
4
Citigroup
New York
$2.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$786K
Name Holding Trade Value Shares
Change 		Shares
Change %
GCP
101
GSA Capital Partners
United Kingdom
$517K +$278K +2,077 +116%
MWA
102
Merkkuri Wealth Advisors
New York
$516K +$516K +3,848 New
RJA
103
Raymond James & Associates
Florida
$497K +$81.4K +608 +20%
AIM
104
Anchor Investment Management
South Carolina
$471K – – –
Corient Private Wealth
105
Corient Private Wealth
Florida
$464K – – –
TFA
106
Toth Financial Advisory
Virginia
$435K – – –
AFC
107
AFT Forsyth & Company
Florida
$422K +$134 +1 +0%
Goldman Sachs
108
Goldman Sachs
New York
$420K -$1.07M -8,025 -72%
Wealth Enhancement Advisory Services
109
Wealth Enhancement Advisory Services
Minnesota
$419K -$110K -823 -21%
EFG
110
Ethos Financial Group
Pennsylvania
$419K -$59.5K -444 -12%
SOAMC
111
Spirit of America Management Corp
New York
$397K +$318K +2,373 +404%
GFS
112
GYL Financial Synergies
Connecticut
$394K -$26.4K -197 -6%
FPF
113
First Pacific Financial
Washington
$366K -$21.6K -161 -6%
ML
114
McAdam LLC
Pennsylvania
$365K -$17.8K -133 -5%
SA
115
Sanctuary Advisors
Indiana
$329K +$329K +2,659 New
BFG
116
Bouchey Financial Group
New York
$305K – – –
CAPTRUST Financial Advisors
117
CAPTRUST Financial Advisors
North Carolina
$298K +$298K +2,227 New
HI
118
Harbour Investments
Wisconsin
$295K – – –
CAGAS
119
Capital Advisory Group Advisory Services
Minnesota
$271K +$271K +2,022 New
GWM
120
Geneos Wealth Management
Colorado
$270K – – –
CWM
121
Cornerstone Wealth Management
Missouri
$268K -$17K -127 -6%
CIAS
122
Capital Investment Advisory Services
North Carolina
$268K – – –
SWM
123
Silverlake Wealth Management
Vermont
$268K – – –
CF
124
Centaurus Financial
California
$256K +$39.5K +295 +18%
KJHP
125
K.J. Harrison & Partners
Ontario, Canada
$251K +$251K +1,871 New
3 4
5
6 7