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iShares Russell Top 200 ETF

141 hedge funds and large institutions have $776M invested in iShares Russell Top 200 ETF in 2023 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 51 increasing their positions, 49 reducing their positions, and 12 closing their positions.

Holders
141
Holders Change
+5
Holders Change %
+3.68%
% of All Funds
2.07%
Holding in Top 10
14
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+27.27%
% of All Funds
0.21%
New
17
Increased
51
Reduced
49
Closed
12
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Morgan Stanley
1
Morgan Stanley
New York
$84M 729,822 +504,409 +224%
TF
2
Tompkins Financial
New York
$74.5M 646,950 +433,650 +203%
GC
3
Gilbert & Cook
Iowa
$63.8M 554,726 -11,385 -2%
Bank of America
4
Bank of America
North Carolina
$45.1M 391,827 +49,331 +14%
Ameriprise
5
Ameriprise
Minnesota
$42.5M 368,855 +34,599 +10%
MCWS
6
McKinley Carter Wealth Services
West Virginia
$41.8M 362,873 +92,046 +34%
DL
7
DOHJ LLC
Washington
$24.7M 214,354 +91,304 +74%
WA
8
Win Advisors
Florida
$24.2M 210,162 +194,237 +1,220%
JPMorgan Chase & Co
9
JPMorgan Chase & Co
New York
$23.3M 202,643 -16,964 -8%
PP
10
Pegasus Partners
Wisconsin
$21.7M 188,479 +32,973 +21%
LPL Financial
11
LPL Financial
California
$21.2M 183,943 -10,491 -5%
EH
12
Equitable Holdings
New York
$14M 121,564 -9,641 -7%
SAG
13
SageView Advisory Group
California
$13.4M 112,318 -17,299 -13%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.7M 110,002 +9,901 +10%
KCM
15
KM Capital Management
Texas
$12.3M 106,681 -7,703 -7%
BlackRock
16
BlackRock
New York
$11.9M 103,674 +62,259 +150%
WCAMG
17
Woodard & Company Asset Management Group
North Carolina
$11.7M 101,725 -15,802 -13%
Envestnet Portfolio Solutions
18
Envestnet Portfolio Solutions
Illinois
$11M 95,546 +8,974 +10%
FCBT
19
First Citizens Bank & Trust
North Carolina
$11M 95,546 +8,974 +10%
Cambridge Investment Research Advisors
20
Cambridge Investment Research Advisors
Iowa
$10.8M 93,536 +71,999 +334%
DWM
21
Dechtman Wealth Management
Colorado
$10.7M 93,020 -2,243 -2%
WAM
22
WFA Asset Management
Wisconsin
$10.7M 92,594 +7,407 +9%
CFD
23
Creative Financial Designs
Indiana
$9.29M 80,696 +6,040 +8%
AIA
24
Arcadia Investment Advisors
Idaho
$8.93M 77,579 +10,836 +16%
SEM
25
Strategic Equity Management
Arizona
$8.73M 75,894 -159,283 -68%