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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 %
MFF
126
Michels Family Financial
Texas
$352K 2,435 +2,435 New
Corient Private Wealth
127
Corient Private Wealth
Florida
$349K 2,415 -1,709 -41%
TFA
128
Toth Financial Advisory
Virginia
$344K 2,380 – –
KCM
129
Kendall Capital Management
Maryland
$341K 2,353 +2,353 New
BF
130
BOK Financial
Oklahoma
$335K 2,330 +2,330 New
BFG
131
Bouchey Financial Group
New York
$326K 2,255 -22 -1%
RA
132
Resolute Advisors
California
$325K 2,244 +6 +0.3%
CIAS
133
Capital Investment Advisory Services
North Carolina
$289K 2,000 – –
CWM
134
Cornerstone Wealth Management
Missouri
$282K 1,951 – –
GWM
135
Geneos Wealth Management
Colorado
$276K 1,906 -134 -7%
NWMG
136
National Wealth Management Group
Ohio
$268K 1,850 +1,850 New
OWA
137
Octavia Wealth Advisors
Ohio
$262K 1,810 -4 -0.2%
CAPTRUST Financial Advisors
138
CAPTRUST Financial Advisors
North Carolina
$261K 1,801 -629 -26%
IA
139
IFP Advisors
Florida
$233K 1,611 -23 -1%
AR
140
Apeiron RIA
Texas
$231K 1,596 +4 +0.3%
TA
141
TruWealth Advisors
Louisiana
$210K 1,453 – –
VFG
142
Victory Financial Group
Texas
$209K 1,446 +1,446 New
FNT
143
First National Trust
Pennsylvania
$204K 1,411 +1,411 New
JWCA
144
J.W. Cole Advisors
Florida
$204K 1,410 +1,410 New
APWA
145
Atlas Private Wealth Advisors
New Jersey
$203K 1,400 +1,400 New
HF
146
HRT Financial
New York
$201K 1,390 +1,390 New
SPIA
147
Steward Partners Investment Advisory
New York
$192K 1,327 – –
CWM
148
Centricity Wealth Management
Ohio
$191K 1,320 +1,320 New
Comerica Bank
149
Comerica Bank
Texas
$141K 971 – –
IRC
150
Investors Research Corp
Georgia
$134K 929 +314 +51%
4 5
6
7 8