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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

117 hedge funds and large institutions have $661M invested in iShares Russell Top 200 ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 38 increasing their positions, 38 reducing their positions, and 15 closing their positions.

Holders
117
Holders Change
+2
Holders Change %
+1.74%
% of All Funds
1.98%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.17%
New
18
Increased
38
Reduced
38
Closed
15
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MCWS
1
McKinley Carter Wealth Services
West Virginia
$29.5M
2
IWC
2
Integrated Wealth Concepts
Massachusetts
$7.27M
3
5L
3
55I LLC
Massachusetts
$3.86M
4
DL
4
DOHJ LLC
Washington
$13.3M
5
GC
5
Gilbert & Cook
Iowa
$46.8M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$27.3M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$134M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$132M
4
SEM
4
Strategic Equity Management
Arizona
$26.4M
5
AWM
5
AE Wealth Management
Kansas
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$134M 1,490,724 -111,191 -7%
FCBT
2
First Citizens Bank & Trust
North Carolina
$132M 1,468,801 -104,299 -7%
GC
3
Gilbert & Cook
Iowa
$46.8M 521,265 +40,742 +8%
Bank of America
4
Bank of America
North Carolina
$35.8M 398,899 -35,251 -8%
MCWS
5
McKinley Carter Wealth Services
West Virginia
$29.5M 327,912 +314,287 +2,307%
Ameriprise
6
Ameriprise
Minnesota
$27.3M 305,417 -157,181 -34%
SEM
7
Strategic Equity Management
Arizona
$26.4M 294,192 -104,034 -26%
Morgan Stanley
8
Morgan Stanley
New York
$20.2M 224,438 +7,489 +3%
HighTower Advisors
9
HighTower Advisors
Illinois
$17.1M 190,131 +435 +0.2%
PS
10
Portfolio Strategies
New York
$14.2M 157,642 -883 -0.6%
DL
11
DOHJ LLC
Washington
$13.3M 148,635 +41,318 +39%
VOYA Investment Management
12
VOYA Investment Management
Georgia
$12.9M 143,221 -4,979 -3%
LPL Financial
13
LPL Financial
California
$12.1M 135,111 +5,209 +4%
WAM
14
WFA Asset Management
Wisconsin
$8.27M 92,045 -8,580 -9%
IWC
15
Integrated Wealth Concepts
Massachusetts
$7.27M 80,947 +80,947 New
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$6.87M 76,488 -8,154 -10%
PP
17
Pegasus Partners
Wisconsin
$6.74M 75,036 +20,137 +37%
CFD
18
Creative Financial Designs
Indiana
$6.17M 68,726 -42,075 -38%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.93M 66,058 -15,933 -19%
9WM
20
9258 Wealth Management
Ohio
$5.55M 61,781 +32,432 +111%
AWA
21
Arkadios Wealth Advisors
Georgia
$5.1M 56,810 +1,351 +2%
AWM
22
Aspire Wealth Management
Massachusetts
$4.75M 52,891 +3,567 +7%
Osaic Holdings
23
Osaic Holdings
Arizona
$4.13M 46,033 -3,421 -7%
Commonwealth Equity Services
24
Commonwealth Equity Services
Massachusetts
$4.05M 45,147 +2,680 +6%
5L
25
55I LLC
Massachusetts
$3.86M 42,945 +42,945 New
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