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iShares Russell Top 200 ETF
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Overview Fund Activity

131 hedge funds and large institutions have $576M invested in iShares Russell Top 200 ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 46 increasing their positions, 46 reducing their positions, and 11 closing their positions.

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.07%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
18
Increased
46
Reduced
46
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
VOYA Investment Management
1
VOYA Investment Management
Georgia
$23.7M
2
TF
2
Tompkins Financial
New York
$19.7M
3
Ameriprise
3
Ameriprise
Minnesota
$37.3M
4
LPL Financial
4
LPL Financial
California
$23.6M
5
AWM
5
Avior Wealth Management
Nebraska
$2.88M

Top Sellers

1
EWA
1
EP Wealth Advisors
California
$0
2
MCWS
2
McKinley Carter Wealth Services
West Virginia
$29M
3
AWM
3
Aspire Wealth Management
Massachusetts
$43.1K
4
CWAG
4
Compton Wealth Advisory Group
Virginia
$1.8M
5
Jane Street
5
Jane Street
New York
$1.17M
Name Market Value Shares Shares
Change 		Shares
Change %
GC
1
Gilbert & Cook
Iowa
$59.4M 557,213 +6,297 +1%
Ameriprise
2
Ameriprise
Minnesota
$37.3M 350,551 +144,387 +70%
Bank of America
3
Bank of America
North Carolina
$36.2M 339,362 -23,453 -6%
MCWS
4
McKinley Carter Wealth Services
West Virginia
$29M 271,940 -71,057 -21%
SEM
5
Strategic Equity Management
Arizona
$26.1M 244,520 -16,757 -6%
Morgan Stanley
6
Morgan Stanley
New York
$23.7M 222,649 +7,784 +4%
VOYA Investment Management
7
VOYA Investment Management
Georgia
$23.7M 221,893 +190,964 +617%
LPL Financial
8
LPL Financial
California
$23.6M 220,852 +61,604 +39%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$22.8M 213,465 +13,211 +7%
TF
10
Tompkins Financial
New York
$19.7M 184,337 +184,337 New
HighTower Advisors
11
HighTower Advisors
Illinois
$18.3M 171,648 -7,435 -4%
SAG
12
SageView Advisory Group
California
$14.1M 132,109 -4,295 -3%
EH
13
Equitable Holdings
New York
$14M 130,965 +577 +0.4%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$13.3M 124,289 +13,279 +12%
PP
15
Pegasus Partners
Wisconsin
$12.8M 119,683 +22,460 +23%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$11.9M 111,874 +24,761 +28%
KCM
17
KM Capital Management
Texas
$11.5M 108,006 +4,789 +5%
FCBT
18
First Citizens Bank & Trust
North Carolina
$11.3M 105,815 +12,875 +14%
DWM
19
Dechtman Wealth Management
Colorado
$10.5M 98,194 +98,194 New
DL
20
DOHJ LLC
Washington
$9.62M 90,204 +50 +0.1%
WAM
21
WFA Asset Management
Wisconsin
$9M 84,438 +2,036 +2%
WCAMG
22
Woodard & Company Asset Management Group
North Carolina
$8.32M 78,007 +3,549 +5%
CFD
23
Creative Financial Designs
Indiana
$7.8M 73,104 +684 +0.9%
AWA
24
Arkadios Wealth Advisors
Georgia
$7.1M 66,538 +2,192 +3%
Osaic Holdings
25
Osaic Holdings
Arizona
$5.98M 56,082 +867 +2%
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