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iShares Russell Top 200 ETF
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Overview Fund Activity

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

Top Buyers

1
LPL Financial
LPL Financial
California
+$19.2M
2
Citigroup
Citigroup
New York
+$7.35M
3
IA
IFP Advisors
Florida
+$6.38M
4
Citadel Advisors
Citadel Advisors
Florida
+$4.76M
5
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$4.54M

Top Sellers

1
WA
Win Advisors
Florida
-$24.2M
2
Morgan Stanley
Morgan Stanley
New York
-$18.4M
3
SAG
SageView Advisory Group
California
-$13.4M
4
BF
BOK Financial
Oklahoma
-$7.24M
5
BlackRock
BlackRock
New York
-$5.26M
Name Holding Trade Value Shares
Change 		Shares
Change %
MPWT
126
MassMutual Private Wealth & Trust
Connecticut
$97.5K – – –
California State Teachers Retirement System (CalSTRS)
127
California State Teachers Retirement System (CalSTRS)
California
$87.7K +$87.7K +690 New
SOAMC
128
Spirit of America Management Corp
New York
$73.2K +$73.2K +588 New
PB
129
Pinnacle Bancorp
Nebraska
$70.2K – – –
BBPWM
130
Blue Bell Private Wealth Management
Pennsylvania
$61.4K -$5.72K -45 -9%
PTC
131
Private Trust Company
Ohio
$61K -$12.5K -98 -17%
AWM
132
Aspire Wealth Management
Massachusetts
$51.8K – – –
GT
133
Glenmede Trust
Pennsylvania
$28.7K – – –
NA
134
NewEdge Advisors
Louisiana
$25.9K – – –
PO
135
Private Ocean
California
$21.6K – – –
HWA
136
HHM Wealth Advisors
Tennessee
$19.1K +$19.1K +150 New
Bank of Montreal
137
Bank of Montreal
Ontario, Canada
$15.9K – – –
TCOV
138
Trust Company of Vermont
Vermont
$12.7K – – –
PCM
139
Penserra Capital Management
California
$7K +$7K +61 New
EWA
140
EverSource Wealth Advisors
Alabama
$6.84K – – –
Jones Financial Companies
141
Jones Financial Companies
Missouri
$5.09K +$5.09K +40 New
VF
142
VitalStone Financial
Texas
$3K – – –
AFWM
143
Abich Financial Wealth Management
Virginia
$2.03K – – –
S
144
SignatureFD
Georgia
$1.78K – – –
ACA
145
Aptus Capital Advisors
Alabama
$1.65K – – –
AssetMark Inc
146
AssetMark Inc
California
$1.27K +$1.27K +10 New
LFG
147
Larson Financial Group
Missouri
$256 – – –
WA
148
Win Advisors
Florida
– -$24.2M -210,162 Closed
SAG
149
SageView Advisory Group
California
– -$13.4M -112,318 Closed
BF
150
BOK Financial
Oklahoma
– -$7.24M -62,881 Closed
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