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iShares Russell Top 200 ETF
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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 %
HWA
151
HHM Wealth Advisors
Tennessee
$21.1K – – –
Qube Research & Technologies (QRT)
152
Qube Research & Technologies (QRT)
United Kingdom
$18.8K +$18.8K +134 New
Bank of Montreal
153
Bank of Montreal
Ontario, Canada
$17.5K – – –
TCOV
154
Trust Company of Vermont
Vermont
$14K – – –
EWA
155
EverSource Wealth Advisors
Alabama
$7.87K – – –
SCM
156
Sterling Capital Management
North Carolina
$4.92K +$4.92K +35 New
VF
157
VitalStone Financial
Texas
$3.79K – – –
S
158
SignatureFD
Georgia
$1.97K – – –
ACA
159
Aptus Capital Advisors
Alabama
$1.83K – – –
LFG
160
Larson Financial Group
Missouri
$284 – – –
PCP
161
Proficio Capital Partners
Massachusetts
– -$31.5M -234,876 Closed
ECA
162
Elevation Capital Advisory
Oregon
– -$5.74M -42,880 Closed
Nisa Investment Advisors
163
Nisa Investment Advisors
Missouri
– -$3.15M -23,500 Closed
Citigroup
164
Citigroup
New York
– -$2.39M -17,857 Closed
Two Sigma Investments
165
Two Sigma Investments
New York
– -$2.29M -17,100 Closed
SAM
166
Synergy Asset Management
Washington
– -$2.17M -16,232 Closed
NFSG
167
Newbridge Financial Services Group
Florida
– -$649K -4,845 Closed
SWM
168
Silverlake Wealth Management
Vermont
– -$268K -2,000 Closed
KJHP
169
K.J. Harrison & Partners
Ontario, Canada
– -$251K -1,871 Closed
AI
170
Atria Investments
North Carolina
– -$225K -1,680 Closed
NRC
171
New Republic Capital
North Carolina
– -$10.9K -81 Closed
PCM
172
Penserra Capital Management
California
– -$8K -59 Closed
GI
173
Gradient Investments
Minnesota
– -$5.09K -38 Closed
AFWM
174
Abich Financial Wealth Management
Virginia
– -$2.14K -16 Closed
3 4 5 6
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