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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

54 hedge funds and large institutions have $116M invested in iShares Russell Top 200 ETF in 2020 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 10 increasing their positions, 22 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
54
Holders Change
-8
Holders Change %
-12.9%
% of All Funds
1.19%
Holding in Top 10
2
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-50%
% of All Funds
0.04%
New
11
Increased
10
Reduced
22
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
$15.5M
2
Truist Financial
Truist Financial
North Carolina
$3.16M
3
PP
Pegasus Partners
Wisconsin
$1.51M
4
Ameriprise
Ameriprise
Minnesota
$3.7M
5
Fifth Third Bancorp
Fifth Third Bancorp
Ohio
$4.42M

Top Sellers

1
LPL Financial
LPL Financial
California
$1.24M
2
BF
BOK Financial
Oklahoma
$0
3
MA
Mutual Advisors
Nebraska
$0
4
SL
Systelligence LLC
Minnesota
$2.5M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Bank of America
1
Bank of America
North Carolina
$16.2M -$397K -6,447 -2%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$15.5M +$15.5M +252,226 New
WCAMG
3
Woodard & Company Asset Management Group
North Carolina
$14M -$800K -12,996 -5%
HighTower Advisors
4
HighTower Advisors
Illinois
$13.4M -$1.16M -18,906 -8%
CJA
5
C-J Advisory
California
$8.71M -$1.85M -29,985 -17%
Mercer Global Advisors
6
Mercer Global Advisors
Colorado
$5.94M -$228K -3,700 -4%
Fifth Third Bancorp
7
Fifth Third Bancorp
Ohio
$4.42M +$1.18M +19,105 +36%
Ameriprise
8
Ameriprise
Minnesota
$3.7M +$1.2M +19,429 +48%
Morgan Stanley
9
Morgan Stanley
New York
$3.37M +$626K +10,166 +23%
Truist Financial
10
Truist Financial
North Carolina
$3.16M +$3.16M +51,351 New
Osaic Holdings
11
Osaic Holdings
Arizona
$2.95M +$2.95M +46,958 New
RJFSA
12
Raymond James Financial Services Advisors
Florida
$2.64M +$672K +10,911 +34%
SL
13
Systelligence LLC
Minnesota
$2.5M -$4.87M -79,089 -66%
Goldman Sachs
14
Goldman Sachs
New York
$1.7M – – –
PP
15
Pegasus Partners
Wisconsin
$1.51M +$1.2M +19,498 +385%
Commonwealth Equity Services
16
Commonwealth Equity Services
Massachusetts
$1.44M -$38.4K -624 -3%
LPL Financial
17
LPL Financial
California
$1.24M -$10.4M -168,350 -89%
GWM
18
Greenwich Wealth Management
Connecticut
$1.17M -$47.4K -414 -4%
SWP
19
Stratos Wealth Partners
Ohio
$1.08M +$1.08M +17,516 New
MFW
20
Meristem Family Wealth
Minnesota
$942K +$942K +15,300 New
EA
21
Efficient Advisors
Ohio
$926K -$86.8K -1,409 -9%
CWM
22
Cahaba Wealth Management
Georgia
$706K -$90K -1,462 -11%
HNB
23
Huntington National Bank
Ohio
$704K -$584K – –
PFGIA
24
Patriot Financial Group Insurance Agency
Massachusetts
$673K +$558K +9,065 +486%
UBS Group
25
UBS Group
Switzerland
$639K +$48.4K +785 +8%
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