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iShares Russell Top 200 ETF

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.

New
Increased
Maintained
Reduced
Closed
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
Name Holding Trade Value Shares
Change
Shares
Change %
GJIA
151
Glass Jacobson Investment Advisors
Maryland
$124K +$434 +3 +0.4%
MPWT
152
MassMutual Private Wealth & Trust
Connecticut
$111K
TRCT
153
Tower Research Capital (TRC)
New York
$111K +$41.7K +288 +60%
UB
154
UMB Bank
Missouri
$110K -$35K -242 -24%
Qube Research & Technologies (QRT)
155
Qube Research & Technologies (QRT)
United Kingdom
$98.7K +$79.3K +548 +409%
CFP
156
Comprehensive Financial Planning
Pennsylvania
$95.3K +$95.3K +659 New
PB
157
Pinnacle Bancorp
Nebraska
$79.9K
PTC
158
Private Trust Company
Ohio
$69.5K
BBPWM
159
Blue Bell Private Wealth Management
Pennsylvania
$66K -$1.45K -10 -2%
CCM
160
Chilton Capital Management
Texas
$63.4K +$63.4K +438 New
Franklin Resources
161
Franklin Resources
California
$54.3K
TC
162
Truvestments Capital
Florida
$53.4K
FFA
163
Frazier Financial Advisors
Ohio
$51K +$51K +351 New
AF
164
Advisornet Financial
Minnesota
$43.4K
Jones Financial Companies
165
Jones Financial Companies
Missouri
$39.8K +$39.8K +275 New
FFA
166
Farther Finance Advisors
California
$36.4K +$144 +1 +0.4%
NA
167
NewEdge Advisors
Louisiana
$29.5K
ETS
168
ESL Trust Services
New York
$27.6K +$27.6K +191 New
FDCDDQ
169
Federation des caisses Desjardins du Quebec
Quebec, Canada
$25.8K -$57.9K -400 -69%
CB
170
Centennial Bank
Arkansas
$25.8K -$40.2K -278 -61%
AssetMark Inc
171
AssetMark Inc
California
$24.3K
HWA
172
HHM Wealth Advisors
Tennessee
$21.7K
NWM
173
Nova Wealth Management
Florida
$20.3K +$20.3K +140 New
CFS
174
Compass Financial Services
Iowa
$18.8K +$18.8K +130 New
Bank of Montreal
175
Bank of Montreal
Ontario, Canada
$18.3K +$145 +1 +0.8%