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iShares Russell Top 200 ETF
IWL

Overview Fund Activity

159 hedge funds and large institutions have $995M invested in iShares Russell Top 200 ETF in 2024 Q3 according to their latest regulatory filings, with 18 funds opening new positions, 51 increasing their positions, 60 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
159
Holders Change
+2
Holders Change %
+1.27%
% of All Funds
2.3%
Holding in Top 10
13
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-13.33%
% of All Funds
0.19%
New
18
Increased
51
Reduced
60
Closed
14
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$104M
2
TF
2
Tompkins Financial
New York
$142M
3
ZIMP
3
Zimmermann Investment Management & Planning
Pennsylvania
$10.1M
4
FL
4
FreeGulliver LLC
Louisiana
$21.6M
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$5.52M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$0
2
CFD
2
Creative Financial Designs
Indiana
$3.41M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$10.8M
4
IA
4
IFP Advisors
Florida
$229K
5
ECA
5
Elevation Capital Advisory
Oregon
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
TF
1
Tompkins Financial
New York
$142M +$11.8M +83,965 +9%
Morgan Stanley
2
Morgan Stanley
New York
$104M +$22.5M +159,915 +27%
GC
3
Gilbert & Cook
Iowa
$71.2M +$3.43M +24,423 +5%
Bank of America
4
Bank of America
North Carolina
$57.9M +$1.09M +7,743 +2%
MCWS
5
McKinley Carter Wealth Services
West Virginia
$53M -$2.32M -16,490 -4%
Ameriprise
6
Ameriprise
Minnesota
$50.2M -$1.36M -9,707 -3%
LPL Financial
7
LPL Financial
California
$42.8M +$1.49M +10,595 +4%
PP
8
Pegasus Partners
Wisconsin
$30.9M +$354K +2,521 +1%
DL
9
DOHJ LLC
Washington
$27.5M -$551K -3,960 -2%
JPMorgan Chase & Co
10
JPMorgan Chase & Co
New York
$25.1M -$218K -1,555 -0.9%
FL
11
FreeGulliver LLC
Louisiana
$21.6M +$7.08M +50,403 +49%
Cambridge Investment Research Advisors
12
Cambridge Investment Research Advisors
Iowa
$18M -$4.12M -29,360 -19%
Royal Bank of Canada
13
Royal Bank of Canada
Ontario, Canada
$15.4M -$1.17M -8,326 -7%
EH
14
Equitable Holdings
New York
$15.2M -$1.34M -9,572 -8%
KCM
15
KM Capital Management
Texas
$14.3M -$131K -934 -0.9%
WCAMG
16
Woodard & Company Asset Management Group
North Carolina
$12.9M -$1.03M -7,345 -7%
WAM
17
WFA Asset Management
Wisconsin
$12.6M -$237K -1,688 -2%
SAG
18
SageView Advisory Group
California
$12.6M -$1.47M -10,497 -11%
DWM
19
Dechtman Wealth Management
Colorado
$12M -$543K -3,864 -4%
Envestnet Portfolio Solutions
20
Envestnet Portfolio Solutions
Illinois
$11.5M -$2.25M -16,025 -16%
FCBT
21
First Citizens Bank & Trust
North Carolina
$11.5M -$2.25M -16,025 -16%
AIA
22
Arcadia Investment Advisors
Idaho
$11.2M +$149K +1,061 +1%
VOYA Investment Management
23
VOYA Investment Management
Georgia
$10.8M -$6.9M -49,148 -39%
ZIMP
24
Zimmermann Investment Management & Planning
Pennsylvania
$10.1M +$7.28M +51,831 +257%
HighTower Advisors
25
HighTower Advisors
Illinois
$8.65M -$332K -2,363 -4%
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