IWL icon

iShares Russell Top 200 ETF
IWL

Overview Fund Activity

157 hedge funds and large institutions have $973M invested in iShares Russell Top 200 ETF in 2024 Q2 according to their latest regulatory filings, with 26 funds opening new positions, 44 increasing their positions, 54 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
157
Holders Change
+12
Holders Change %
+8.28%
% of All Funds
2.28%
Holding in Top 10
15
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+15.38%
% of All Funds
0.22%
New
26
Increased
44
Reduced
54
Closed
11
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
Tompkins Financial
New York
$124M
2
PCP
2
Proficio Capital Partners
Massachusetts
$31.5M
3
SAG
3
SageView Advisory Group
California
$13.4M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$16.9M
5
FL
5
FreeGulliver LLC
Louisiana
$13.8M

Top Sellers

1
AWA
1
Arkadios Wealth Advisors
Georgia
$0
2
GC
2
Gilbert & Cook
Iowa
$64.7M
3
LPL Financial
3
LPL Financial
California
$39.4M
4
Citigroup
4
Citigroup
New York
$2.39M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$786K
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1
Tompkins Financial
New York
$124M +$34.8M +259,710 +39%
Morgan Stanley
2
Morgan Stanley
New York
$78.1M -$333K -2,485 -0.4%
GC
3
Gilbert & Cook
Iowa
$64.7M -$8.13M -60,666 -11%
Bank of America
4
Bank of America
North Carolina
$54.2M +$300K +2,242 +0.6%
MCWS
5
McKinley Carter Wealth Services
West Virginia
$52.8M +$1.26M +9,405 +2%
Ameriprise
6
Ameriprise
Minnesota
$49.2M -$1.32M -9,886 -3%
LPL Financial
7
LPL Financial
California
$39.4M -$5.43M -40,512 -12%
PCP
8
Proficio Capital Partners
Massachusetts
$31.5M +$31.5M +234,876 New
PP
9
Pegasus Partners
Wisconsin
$29.2M +$1.84M +13,773 +7%
DL
10
DOHJ LLC
Washington
$27M -$2M -14,925 -7%
JPMorgan Chase & Co
11
JPMorgan Chase & Co
New York
$24.1M -$2.84M -21,171 -11%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$21.1M +$3.83M +28,587 +22%
VOYA Investment Management
13
VOYA Investment Management
Georgia
$16.9M +$6.56M +48,997 +64%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$15.8M +$42.7K +319 +0.3%
EH
15
Equitable Holdings
New York
$15.8M -$722K -5,388 -4%
FL
16
FreeGulliver LLC
Louisiana
$13.8M +$4.49M +33,487 +48%
KCM
17
KM Capital Management
Texas
$13.8M -$386K -2,880 -3%
SAG
18
SageView Advisory Group
California
$13.4M +$13.4M +99,901 New
WCAMG
19
Woodard & Company Asset Management Group
North Carolina
$13.3M +$717K +5,353 +6%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$13.1M -$542K -4,047 -4%
FCBT
21
First Citizens Bank & Trust
North Carolina
$13.1M -$542K -4,047 -4%
WAM
22
WFA Asset Management
Wisconsin
$12.3M -$279K -2,082 -2%
DWM
23
Dechtman Wealth Management
Colorado
$12M -$325K -2,426 -3%
CFD
24
Creative Financial Designs
Indiana
$10.9M +$31.1K +232 +0.3%
AIA
25
Arcadia Investment Advisors
Idaho
$10.6M +$265K +1,976 +3%
1
2 3 4 5