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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

186 hedge funds and large institutions have $1.14B invested in iShares Russell Top 200 ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
186
Holders Change
+27
Holders Change %
+16.98%
% of All Funds
2.48%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
45
Increased
56
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$37.2M
2
RWP
2
Reliant Wealth Planning
Kentucky
$26.5M
3
Bank of America
3
Bank of America
North Carolina
$83.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$16.1M
5
MFG
5
Merit Financial Group
Georgia
$8.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88M
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$1.59M
4
DWM
4
Dechtman Wealth Management
Colorado
$3.54M
5
CAM
5
Cresset Asset Management
Illinois
$2.2M
Name Market Value Shares Shares
Change 		Shares
Change %
PAS
101
PKS Advisory Services
New York
$749K 5,179 +5,179 New
OGF
102
Orin Green Financial
California
– – -4,917 Closed
NFSG
103
Newbridge Financial Services Group
Florida
$697K 4,815 +4,815 New
AAS
104
Avantax Advisory Services
Texas
$695K 4,800 +690 +17%
Northern Trust
105
Northern Trust
Illinois
$683K 4,722 – –
FPCG
106
Forum Private Client Group
Indiana
$655K 4,523 +352 +8%
FHA
107
Flagship Harbor Advisors
Massachusetts
$647K 4,474 +231 +5%
FCMA
108
Foresight Capital Management Advisors
Michigan
$644K 4,449 -452 -9%
EA
109
Efficient Advisors
Ohio
$638K 4,408 -306 -6%
Focus Partners Wealth
110
Focus Partners Wealth
Massachusetts
$584K 4,036 +4,036 New
FWA
111
FSC Wealth Advisors
New York
$574K 3,965 +3,965 New
MA
112
MONECO Advisors
Connecticut
$569K 3,929 – –
MWA
113
Merkkuri Wealth Advisors
New York
$560K 3,872 +11 +0.3%
AIM
114
Anchor Investment Management
South Carolina
$509K 3,519 – –
FWP
115
Forefront Wealth Partners
Texas
$480K 3,315 +3,315 New
SOAMC
116
Spirit of America Management Corp
New York
$473K 3,267 +324 +11%
EFG
117
Ethos Financial Group
Pennsylvania
$462K 3,193 -20 -0.6%
AFC
118
AFT Forsyth & Company
Florida
$457K 3,155 +1 +0%
SA
119
Sanctuary Advisors
Indiana
$432K 2,885 +154 +6%
GG
120
GenWealth Group
New Jersey
$429K 2,962 -1,173 -28%
HI
121
Harbour Investments
Wisconsin
$404K 2,792 – –
JWM
122
Jackson Wealth Management
Florida
$404K 2,789 -243 -8%
ML
123
McAdam LLC
Pennsylvania
$390K 2,698 -64 -2%
FPF
124
First Pacific Financial
Washington
$370K 2,554 -116 -4%
CF
125
Centaurus Financial
California
$356K 2,457 +286 +13%
3 4
5
6 7