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iShares Russell Top 200 ETF
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Overview Fund Activity

186 hedge funds and large institutions have $1.14B invested in iShares Russell Top 200 ETF in 2024 Q4 according to their latest regulatory filings, with 45 funds opening new positions, 56 increasing their positions, 54 reducing their positions, and 10 closing their positions.

Holders
186
Holders Change
+27
Holders Change %
+16.98%
% of All Funds
2.48%
Holding in Top 10
13
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.17%
New
45
Increased
56
Reduced
54
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$37.2M
2
RWP
2
Reliant Wealth Planning
Kentucky
$26.5M
3
Bank of America
3
Bank of America
North Carolina
$83.7M
4
BNP Paribas Financial Markets
4
BNP Paribas Financial Markets
France
$16.1M
5
MFG
5
Merit Financial Group
Georgia
$8.98M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$88M
2
ZIMP
2
Zimmermann Investment Management & Planning
Pennsylvania
$0
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$1.59M
4
DWM
4
Dechtman Wealth Management
Colorado
$3.54M
5
CAM
5
Cresset Asset Management
Illinois
$2.2M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
Tompkins Financial
New York
$145M 1,001,387 -9,496 -0.9%
Morgan Stanley
2
Morgan Stanley
New York
$88M 608,245 -134,584 -18%
Bank of America
3
Bank of America
North Carolina
$83.7M 578,252 +165,767 +40%
GC
4
Gilbert & Cook
Iowa
$72.9M 503,983 -3,217 -0.6%
Ameriprise
5
Ameriprise
Minnesota
$53.3M 368,365 +11,151 +3%
MCWS
6
McKinley Carter Wealth Services
West Virginia
$52.9M 365,416 -11,901 -3%
LPL Financial
7
LPL Financial
California
$44.3M 306,260 +1,302 +0.4%
Lido Advisors
8
Lido Advisors
California
$37.2M 257,324 +257,324 New
DL
9
DOHJ LLC
Washington
$29.2M 201,494 +3,862 +2%
FL
10
FreeGulliver LLC
Louisiana
$29M 200,345 +46,690 +30%
RWP
11
Reliant Wealth Planning
Kentucky
$26.5M 183,022 +183,022 New
JPMorgan Chase & Co
12
JPMorgan Chase & Co
New York
$25.4M 175,299 -3,117 -2%
RIS
13
Richmond Investment Services
Wisconsin
$25.2M 174,323 +174,323 New
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$19.5M 134,460 +24,776 +23%
Cambridge Investment Research Advisors
15
Cambridge Investment Research Advisors
Iowa
$18.2M 125,513 -2,968 -2%
BNP Paribas Financial Markets
16
BNP Paribas Financial Markets
France
$16.1M 111,500 +72,200 +184%
EH
17
Equitable Holdings
New York
$15.9M 109,682 +1,586 +1%
KCM
18
KM Capital Management
Texas
$14.9M 102,835 +1,070 +1%
WCAMG
19
Woodard & Company Asset Management Group
North Carolina
$13.5M 93,623 +1,971 +2%
WAM
20
WFA Asset Management
Wisconsin
$12.3M 85,075 -4,973 -6%
SAG
21
SageView Advisory Group
California
$12.3M 84,774 -4,630 -5%
AIA
22
Arcadia Investment Advisors
Idaho
$10.9M 75,467 -4,439 -6%
MFG
23
Merit Financial Group
Georgia
$8.98M 62,051 +62,051 New
GM
24
GeoWealth Management
Illinois
$8.86M 61,215 +60,490 +8,343%
Osaic Holdings
25
Osaic Holdings
Arizona
$8.83M 61,048 +998 +2%
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