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iShares Russell Top 200 ETF
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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 %
EWA
151
EverSource Wealth Advisors
Alabama
$7.54K – – –
GI
152
Gradient Investments
Minnesota
$5.09K +$5.09K +38 New
VF
153
VitalStone Financial
Texas
$3.62K – – –
AFWM
154
Abich Financial Wealth Management
Virginia
$2.14K – – –
S
155
SignatureFD
Georgia
$1.88K – – –
ACA
156
Aptus Capital Advisors
Alabama
$1.74K – – –
AssetMark Inc
157
AssetMark Inc
California
$1.34K – – –
LFG
158
Larson Financial Group
Missouri
$270 – – –
AWA
159
Arkadios Wealth Advisors
Georgia
– -$8.14M -64,053 Closed
LNC
160
Lincoln National Corp
Pennsylvania
– -$3.41M -26,841 Closed
KWM
161
Kingsview Wealth Management
Oregon
– -$2.6M -20,434 Closed
SFS
162
Sowell Financial Services
Arkansas
– -$2.32M -18,278 Closed
GM
163
GeoWealth Management
Illinois
– -$990K -7,787 Closed
CW
164
CreativeOne Wealth
Kansas
– -$699K -5,496 Closed
CAG
165
Csenge Advisory Group
Florida
– -$692K -5,440 Closed
JWM
166
Jackson Wealth Management
Florida
– -$382K -3,007 Closed
Qube Research & Technologies (QRT)
167
Qube Research & Technologies (QRT)
United Kingdom
– -$214K -1,684 Closed
California State Teachers Retirement System (CalSTRS)
168
California State Teachers Retirement System (CalSTRS)
California
– -$87.7K -690 Closed
Jones Financial Companies
169
Jones Financial Companies
Missouri
– -$5.09K -40 Closed
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