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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

51 hedge funds and large institutions have $132M invested in iShares Russell Top 200 ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 15 increasing their positions, 15 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
+5
Holders Change %
+10.87%
% of All Funds
1.12%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.04%
New
10
Increased
15
Reduced
15
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
WCAMG
Woodard & Company Asset Management Group
North Carolina
$16.7M
2
Bank of America
Bank of America
North Carolina
$20.3M
3
AWM
AE Wealth Management
Kansas
$1.9M
4
SS
Simplicity Solutions
Minnesota
$1.89M
5
GWM
Greenwich Wealth Management
Connecticut
$1.61M

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
$0
2
BF
BOK Financial
Oklahoma
$11.6M
3
LPL Financial
LPL Financial
California
$12.7M
4
NFG
Next Financial Group
Texas
$133K
5
HNB
Huntington National Bank
Ohio
$572K
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$20.3M +$2.64M +38,280 +15%
WCAMG
2
Woodard & Company Asset Management Group
North Carolina
$16.7M +$16.5M +238,865 +7,025%
HighTower Advisors
3
HighTower Advisors
Illinois
$16.6M -$35.9K -521 -0.2%
LPL Financial
4
LPL Financial
California
$12.7M -$619K -8,979 -5%
CJA
5
C-J Advisory
California
$11.9M -$1.59K -23 -0%
BF
6
BOK Financial
Oklahoma
$11.6M -$893K -12,948 -7%
Mercer Global Advisors
7
Mercer Global Advisors
Colorado
$7.03M -$111K -1,606 -2%
MA
8
Mutual Advisors
Nebraska
$4.6M +$685K +9,937 +17%
Ameriprise
9
Ameriprise
Minnesota
$3.33M +$572K +8,302 +21%
Morgan Stanley
10
Morgan Stanley
New York
$3.03M +$136K +1,977 +5%
RJFSA
11
Raymond James Financial Services Advisors
Florida
$2.56M +$91.5K +1,328 +4%
Goldman Sachs
12
Goldman Sachs
New York
$1.91M – – –
AWM
13
AE Wealth Management
Kansas
$1.9M +$1.9M +27,610 New
SS
14
Simplicity Solutions
Minnesota
$1.89M +$1.89M +27,410 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$1.64M -$49.5K -718 -3%
GWM
16
Greenwich Wealth Management
Connecticut
$1.61M +$1.61M +10,656 New
EA
17
Efficient Advisors
Ohio
$1.17M -$83.9K -1,218 -7%
CWM
18
Cahaba Wealth Management
Georgia
$896K +$1.79K +26 +0.2%
CF
19
Centaurus Financial
California
$768K -$7.99K -116 -1%
UBS Group
20
UBS Group
Switzerland
$678K +$11.1K +161 +2%
GG
21
GenWealth Group
New Jersey
$664K – – –
JPMPWA
22
J.P. Morgan Private Wealth Advisors
California
$642K – – –
AG
23
Advisor Group
Arizona
$595K +$75.6K +1,098 +15%
HNB
24
Huntington National Bank
Ohio
$572K -$492K – –
Royal Bank of Canada
25
Royal Bank of Canada
Ontario, Canada
$536K +$347K +5,037 +184%
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