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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

159 hedge funds and large institutions have $995M invested in iShares Russell Top 200 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.3%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
18
Increased
51
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
TF
2
Tompkins Financial
New York
$142M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$10.1M
4
FL
4
FreeGulliver LLC
Louisiana
$21.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$5.52M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
CFD
2
Creative Financial Designs
Indiana
$3.41M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$10.8M
4
IA
4
IFP Advisors
Florida
$229K
5
ECA
5
Elevation Capital Advisory
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
MWA
101
Merkkuri Wealth Advisors
New York
$542K +$1.83K +13 +0.3%
CAGAS
102
Capital Advisory Group Advisory Services
Minnesota
$540K +$256K +1,826 +90%
AIM
103
Anchor Investment Management
South Carolina
$494K – – –
EFG
104
Ethos Financial Group
Pennsylvania
$451K +$11.9K +85 +3%
AFC
105
AFT Forsyth & Company
Florida
$443K +$140 +1 +0%
JWM
106
Jackson Wealth Management
Florida
$426K +$426K +3,032 New
GFS
107
GYL Financial Synergies
Connecticut
$413K – – –
SOAMC
108
Spirit of America Management Corp
New York
$413K -$2.53K -18 -0.6%
SA
109
Sanctuary Advisors
Indiana
$398K +$10.5K +72 +3%
HI
110
Harbour Investments
Wisconsin
$392K +$82.3K +586 +27%
ML
111
McAdam LLC
Pennsylvania
$388K +$5.48K +39 +1%
FPF
112
First Pacific Financial
Washington
$375K -$8.85K -63 -2%
ABWM
113
Alpine Bank Wealth Management
Colorado
$351K +$351K +2,500 New
GCP
114
GSA Capital Partners
United Kingdom
$343K -$200K -1,422 -37%
CAPTRUST Financial Advisors
115
CAPTRUST Financial Advisors
North Carolina
$341K +$28.5K +203 +9%
TFA
116
Toth Financial Advisory
Virginia
$334K -$122K -870 -27%
BFG
117
Bouchey Financial Group
New York
$320K – – –
RA
118
Resolute Advisors
California
$314K +$314K +2,238 New
BBHC
119
Brown Brothers Harriman & Co
New York
$306K +$306K +2,181 New
CF
120
Centaurus Financial
California
$305K +$36.5K +260 +14%
GWM
121
Geneos Wealth Management
Colorado
$286K +$2.95K +21 +1%
UAG
122
United Advisor Group
Ohio
$284K +$284K +2,025 New
CIAS
123
Capital Investment Advisory Services
North Carolina
$281K – – –
CWM
124
Cornerstone Wealth Management
Missouri
$274K -$7.44K -53 -3%
OWA
125
Octavia Wealth Advisors
Ohio
$255K +$140 +1 +0.1%
3 4
5
6 7