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iShares Russell Top 200 ETF

136 hedge funds and large institutions have $541M invested in iShares Russell Top 200 ETF in 2023 Q3 according to their latest regulatory filings, with 13 funds opening new positions, 43 increasing their positions, 50 reducing their positions, and 8 closing their positions.

Holders
136
Holders Change
+5
Holders Change %
+3.82%
% of All Funds
2.17%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.18%
New
13
Increased
43
Reduced
50
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GC
1
Gilbert & Cook
Iowa
$58.5M 566,111 +8,898 +2%
Bank of America
2
Bank of America
North Carolina
$35.4M 342,496 +3,134 +0.9%
Ameriprise
3
Ameriprise
Minnesota
$34.6M 334,256 -16,295 -5%
MCWS
4
McKinley Carter Wealth Services
West Virginia
$28M 270,827 -1,113 -0.4%
SEM
5
Strategic Equity Management
Arizona
$24.3M 235,177 -9,343 -4%
Morgan Stanley
6
Morgan Stanley
New York
$23.3M 225,413 +2,764 +1%
JPMorgan Chase & Co
7
JPMorgan Chase & Co
New York
$22.7M 219,607 +6,142 +3%
TF
8
Tompkins Financial
New York
$22M 213,300 +28,963 +16%
LPL Financial
9
LPL Financial
California
$20.1M 194,434 -26,418 -12%
PP
10
Pegasus Partners
Wisconsin
$16.1M 155,506 +35,823 +30%
EH
11
Equitable Holdings
New York
$13.6M 131,205 +240 +0.2%
SAG
12
SageView Advisory Group
California
$13.4M 129,617 -2,492 -2%
DL
13
DOHJ LLC
Washington
$12.8M 123,050 +32,846 +36%
WCAMG
14
Woodard & Company Asset Management Group
North Carolina
$12.1M 117,527 +39,520 +51%
KCM
15
KM Capital Management
Texas
$11.8M 114,384 +6,378 +6%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$10.3M 100,101 -11,773 -11%
DWM
17
Dechtman Wealth Management
Colorado
$9.85M 95,263 -2,931 -3%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$8.95M 86,572 +86,572 New
FCBT
19
First Citizens Bank & Trust
North Carolina
$8.95M 86,572 -19,243 -18%
WAM
20
WFA Asset Management
Wisconsin
$8.81M 85,187 +749 +0.9%
HighTower Advisors
21
HighTower Advisors
Illinois
$8.28M 80,070 -91,578 -53%
CFD
22
Creative Financial Designs
Indiana
$7.72M 74,656 +1,552 +2%
AWA
23
Arkadios Wealth Advisors
Georgia
$6.96M 67,310 +772 +1%
AIA
24
Arcadia Investment Advisors
Idaho
$6.9M 66,743 +57,253 +603%
Osaic Holdings
25
Osaic Holdings
Arizona
$6.42M 62,122 +6,040 +11%