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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

124 hedge funds and large institutions have $486M invested in iShares Russell Top 200 ETF in 2023 Q1 according to their latest regulatory filings, with 13 funds opening new positions, 30 increasing their positions, 60 reducing their positions, and 10 closing their positions.

Holders
124
Holders Change
–
Holders Change %
0%
% of All Funds
1.98%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.13%
New
13
Increased
30
Reduced
60
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
EWA
1
EP Wealth Advisors
California
$25.4M
2
JPMorgan Chase & Co
2
JPMorgan Chase & Co
New York
$19.5M
3
Jane Street
3
Jane Street
New York
$3.64M
4
WA
4
Win Advisors
Florida
$2.8M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.93M

Top Sellers

1
Ameriprise
1
Ameriprise
Minnesota
$20.1M
2
WC
2
Wexford Capital
Florida
$0
3
PCP
3
Proficio Capital Partners
Massachusetts
$0
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$3.01M
5
WLPWM
5
Walled Lake Planning & Wealth Management
Illinois
$0
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Gilbert & Cook
Iowa
$53.6M 550,916 +17,052 +3%
Bank of America
2
Bank of America
North Carolina
$35.3M 362,815 -19,979 -5%
MCWS
3
McKinley Carter Wealth Services
West Virginia
$33.4M 342,997 -19,983 -6%
EWA
4
EP Wealth Advisors
California
$25.4M 104,096 +104,096 New
SEM
5
Strategic Equity Management
Arizona
$25.4M 261,277 -19,995 -7%
Morgan Stanley
6
Morgan Stanley
New York
$20.9M 214,865 +1,105 +0.5%
Ameriprise
7
Ameriprise
Minnesota
$20.1M 206,164 -638,943 -76%
JPMorgan Chase & Co
8
JPMorgan Chase & Co
New York
$19.5M 200,254 +39,544 +25%
HighTower Advisors
9
HighTower Advisors
Illinois
$17.4M 179,083 -3,202 -2%
LPL Financial
10
LPL Financial
California
$15.5M 159,248 +17,536 +12%
SAG
11
SageView Advisory Group
California
$13.3M 136,404 -532 -0.4%
EH
12
Equitable Holdings
New York
$12.7M 130,388 +2,005 +2%
Envestnet Asset Management
13
Envestnet Asset Management
Illinois
$10.8M 111,010 -30,244 -21%
KCM
14
KM Capital Management
Texas
$10M 103,217 -4,122 -4%
PP
15
Pegasus Partners
Wisconsin
$9.46M 97,223 -6,683 -6%
FCBT
16
First Citizens Bank & Trust
North Carolina
$9.04M 92,940 -30,880 -25%
DL
17
DOHJ LLC
Washington
$8.77M 90,154 -25,692 -22%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$8.48M 87,113 -22,360 -20%
WAM
19
WFA Asset Management
Wisconsin
$8.02M 82,402 -995 -1%
WCAMG
20
Woodard & Company Asset Management Group
North Carolina
$7.25M 74,458 -2,461 -3%
CFD
21
Creative Financial Designs
Indiana
$7.05M 72,420 +3,298 +5%
AWA
22
Arkadios Wealth Advisors
Georgia
$6.26M 64,346 +578 +0.9%
BlackRock
23
BlackRock
New York
$5.42M 55,712 – –
Osaic Holdings
24
Osaic Holdings
Arizona
$5.37M 55,215 -6,014 -10%
CWAG
25
Compton Wealth Advisory Group
Virginia
$4.71M 48,448 +17,681 +57%
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