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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 Market Value Shares Shares
Change
Shares
Change %
GI
126
Gradient Investments
Minnesota
$38.9K 338 +338 New
TRCT
127
Tower Research Capital (TRC)
New York
$33.4K 290 +58 +25%
GJIA
128
Glass Jacobson Investment Advisors
Maryland
$29K 252 -1,877 -88%
GT
129
Glenmede Trust
Pennsylvania
$26K 226
NA
130
NewEdge Advisors
Louisiana
$23.5K 204
PO
131
Private Ocean
California
$19.6K 170
Bank of Montreal
132
Bank of Montreal
Ontario, Canada
$14.4K 125 +125 New
TCOV
133
Trust Company of Vermont
Vermont
$11.5K 100
FBC
134
Fairfield, Bush & Co
Connecticut
$11.5K 100 +100 New
EWA
135
EverSource Wealth Advisors
Alabama
$6.45K 56
BWM
136
Baystate Wealth Management
Massachusetts
$4.03K 35
VF
137
VitalStone Financial
Texas
$3K 27
AFWM
138
Abich Financial Wealth Management
Virginia
$1.84K 16 +16 New
S
139
SignatureFD
Georgia
$1.61K 14
GWANC
140
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.5K 13 +13 New
ACA
141
Aptus Capital Advisors
Alabama
$1.5K 13 +13 New
LFG
142
Larson Financial Group
Missouri
$231 2 -1 -33%
FTUS
143
Flow Traders U.S.
New York
-8,954 Closed
HH
144
Hilltop Holdings
Texas
-7,390 Closed
SOS
145
Silver Oak Securities
Tennessee
-6,492 Closed
AWM
146
Adams Wealth Management
Utah
-3,823 Closed
BCG
147
Breakwater Capital Group
New Jersey
-2,000 Closed
MA
148
MCF Advisors
Kentucky
-630 Closed
BWS
149
Buck Wealth Strategies
Colorado
-359 Closed
BAAM
150
Baker Avenue Asset Management
California
-180 Closed