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iShares Russell Top 200 ETF
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Overview Fund Activity

124 hedge funds and large institutions have $566M invested in iShares Russell Top 200 ETF in 2022 Q4 according to their latest regulatory filings, with 24 funds opening new positions, 46 increasing their positions, 32 reducing their positions, and 12 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
124
Holders Change
+8
Holders Change %
+6.9%
% of All Funds
2%
Holding in Top 10
15
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+66.67%
% of All Funds
0.24%
New
24
Increased
46
Reduced
32
Closed
12
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Ameriprise
1
Ameriprise
Minnesota
$76M
2
GC
2
Gilbert & Cook
Iowa
$48M
3
WC
3
Wexford Capital
Florida
$14.9M
4
JPMorgan Chase & Co
4
JPMorgan Chase & Co
New York
$14.5M
5
PCP
5
Proficio Capital Partners
Massachusetts
$12M

Top Sellers

1
PS
1
Portfolio Strategies
New York
$0
2
Osaic Holdings
2
Osaic Holdings
Arizona
$5.51M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.26M
4
US Bancorp
4
US Bancorp
Minnesota
$188K
5
GWM
5
Greenwich Wealth Management
Connecticut
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
Ameriprise
1
Ameriprise
Minnesota
$76M +$48.2M +535,227 +173%
GC
2
Gilbert & Cook
Iowa
$48M +$19M +211,244 +65%
Bank of America
3
Bank of America
North Carolina
$34.4M -$1.17M -12,959 -3%
MCWS
4
McKinley Carter Wealth Services
West Virginia
$32.7M +$149K +1,652 +0.5%
SEM
5
Strategic Equity Management
Arizona
$25.3M -$740K -8,230 -3%
Morgan Stanley
6
Morgan Stanley
New York
$19.2M -$63.7K -708 -0.3%
HighTower Advisors
7
HighTower Advisors
Illinois
$16.4M -$498K -5,537 -3%
WC
8
Wexford Capital
Florida
$14.9M +$14.9M +165,154 New
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$14.5M +$12.7M +140,710 +704%
LPL Financial
10
LPL Financial
California
$12.7M +$35.3K +392 +0.3%
Envestnet Asset Management
11
Envestnet Asset Management
Illinois
$12.7M +$2.58M +28,653 +25%
SAG
12
SageView Advisory Group
California
$12.3M +$12.3M +136,936 New
PCP
13
Proficio Capital Partners
Massachusetts
$12M +$12M +133,235 New
EH
14
Equitable Holdings
New York
$11.6M +$7.37M +81,952 +177%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$11.3M +$4.17M +46,327 +59%
FCBT
16
First Citizens Bank & Trust
North Carolina
$11.1M +$3.47M +38,574 +45%
9WM
17
9258 Wealth Management
Ohio
$10.6M +$1.56M +17,347 +17%
DL
18
DOHJ LLC
Washington
$10.4M -$756K -8,407 -7%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$9.85M +$2.42M +26,843 +32%
KCM
20
KM Capital Management
Texas
$9.66M +$9.66M +107,339 New
PP
21
Pegasus Partners
Wisconsin
$9.35M +$1.93M +21,498 +26%
WLPWM
22
Walled Lake Planning & Wealth Management
Illinois
$8.66M +$8.66M +96,207 New
GFS
23
GYL Financial Synergies
Connecticut
$8.2M +$7.84M +87,175 +2,208%
WAM
24
WFA Asset Management
Wisconsin
$7.5M -$984K -10,939 -12%
WCAMG
25
Woodard & Company Asset Management Group
North Carolina
$6.92M +$206K +2,291 +3%
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