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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 %
IA
126
IFP Advisors
Florida
$229K -$6.83M -48,654 -97%
AR
127
Apeiron RIA
Texas
$224K +$702 +5 +0.3%
TA
128
TruWealth Advisors
Louisiana
$204K +$204K +1,453 New
SPIA
129
Steward Partners Investment Advisory
New York
$186K +$124K +884 +200%
UB
130
UMB Bank
Missouri
$141K – – –
Comerica Bank
131
Comerica Bank
Texas
$136K -$15.2K -108 -10%
GJIA
132
Glass Jacobson Investment Advisors
Maryland
$120K -$20.4K -145 -14%
MPWT
133
MassMutual Private Wealth & Trust
Connecticut
$108K – – –
GM
134
GeoWealth Management
Illinois
$102K +$102K +725 New
IRC
135
Investors Research Corp
Georgia
$86.4K +$48.3K +344 +127%
FDCDDQ
136
Federation des caisses Desjardins du Quebec
Quebec, Canada
$81.2K -$32.2K -229 -28%
PB
137
Pinnacle Bancorp
Nebraska
$77.5K – – –
PTC
138
Private Trust Company
Ohio
$67.4K – – –
TRCT
139
Tower Research Capital (TRC)
New York
$67.1K -$81K -577 -55%
BBPWM
140
Blue Bell Private Wealth Management
Pennsylvania
$65.5K – – –
CB
141
Centennial Bank
Arkansas
$64K +$64K +456 New
AWM
142
Aspire Wealth Management
Massachusetts
$57.5K +$141 +1 +0.2%
Franklin Resources
143
Franklin Resources
California
$53.7K +$53.7K +375 New
TC
144
Truvestments Capital
Florida
$51.8K +$51.8K +369 New
AF
145
Advisornet Financial
Minnesota
$42.1K – – –
FFA
146
Farther Finance Advisors
California
$35.2K +$35.2K +251 New
GT
147
Glenmede Trust
Pennsylvania
$31.7K – – –
NS
148
NBC Securities
Alabama
$30K – – –
NA
149
NewEdge Advisors
Louisiana
$28.7K – – –
AssetMark Inc
150
AssetMark Inc
California
$23.6K +$22.2K +158 +1,580%
3 4 5
6
7