IWL icon

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 %
OWA
126
Octavia Wealth Advisors
Ohio
$243K – – –
AI
127
Atria Investments
North Carolina
$225K +$225K +1,680 New
AR
128
Apeiron RIA
Texas
$213K +$536 +4 +0.3%
Comerica Bank
129
Comerica Bank
Texas
$145K -$2.81K -21 -2%
TRCT
130
Tower Research Capital (TRC)
New York
$141K -$233K -1,740 -62%
UB
131
UMB Bank
Missouri
$134K – – –
GJIA
132
Glass Jacobson Investment Advisors
Maryland
$134K -$7.5K -56 -5%
FDCDDQ
133
Federation des caisses Desjardins du Quebec
Quebec, Canada
$108K -$4.29K -32 -4%
MPWT
134
MassMutual Private Wealth & Trust
Connecticut
$103K – – –
PB
135
Pinnacle Bancorp
Nebraska
$73.9K – – –
PTC
136
Private Trust Company
Ohio
$64.3K – – –
BBPWM
137
Blue Bell Private Wealth Management
Pennsylvania
$62.4K -$2.28K -17 -4%
SPIA
138
Steward Partners Investment Advisory
New York
$59.3K +$59.3K +443 New
AWM
139
Aspire Wealth Management
Massachusetts
$54.7K +$134 +1 +0.2%
AF
140
Advisornet Financial
Minnesota
$40.2K +$40.2K +300 New
IRC
141
Investors Research Corp
Georgia
$36.3K +$36.3K +271 New
GT
142
Glenmede Trust
Pennsylvania
$30.3K – – –
NS
143
NBC Securities
Alabama
$29K +$29K +218 New
NA
144
NewEdge Advisors
Louisiana
$27.3K – – –
PO
145
Private Ocean
California
$22.8K – – –
HWA
146
HHM Wealth Advisors
Tennessee
$20.1K – – –
Bank of Montreal
147
Bank of Montreal
Ontario, Canada
$17K – – –
TCOV
148
Trust Company of Vermont
Vermont
$13.4K – – –
NRC
149
New Republic Capital
North Carolina
$10.9K +$10.9K +81 New
PCM
150
Penserra Capital Management
California
$8K -$271 -2 -3%
3 4 5
6
7