TOPT

iShares Top 20 U.S. Stocks ETF

TOPT

Market cap $279M

Overview Fund Activity

29.83 USD

+0.23

0.78%

At close Updated Sep 12, 4:00 PM EDT

Pre-market

After hours

29.92

+0.09

0.3%

1 day

0.78%

5 days

1.84%

1 month

2.65%

3 months

12.57%

6 months

24.66%

Year to date

14.86%

1 year

20.14%

5 years

20.14%

10 years

20.14%

0

Funds holding %

of 7,462 funds

–

Analysts bullish %

Fund manager confidence

Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)

467% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 3

183% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 6

129% more call options, than puts

Call options by funds: $2.34M | Put options by funds: $1.02M

47% more funds holding

Funds holding: 30 [Q1] → 44 (+14) [Q2]

45% more capital invested

Capital invested by funds: $40.3M [Q1] → $58.6M (+$18.3M) [Q2]

0.57% more ownership

Funds ownership: 23.82% [Q1] → 24.38% (+0.57%) [Q2]

See Fund Rankings

Financial journalist opinion

Portfolio Positioning For An Uncertain Market With Next Gen Investors

Rob Isbitts from Sungarden Investors Club talks again to analysts Julia Ostian, Jack Bowman, and Kenio Fontes. Market risks are rising as valuations stretch, yield curves steepen, and concentration in mega-cap tech increases vulnerability.

Portfolio Positioning For An Uncertain Market With Next Gen Investors

TOPT: The S&P 500 Acts More Like A 20-Stock Index, This ETF Proves It

The S&P 500 is acting more like a 20-50 stock index all the time. I think it's time investors take notice of that. While TOPT, an iShares ETF that launched last year, is a good way to investing in the 20 largest S&P 500 stocks, it is also a nice stock scouting tool. I introduce here some of my ongoing research into the topic of "do we really need to own a 500-stock index?"

TOPT: The S&P 500 Acts More Like A 20-Stock Index, This ETF Proves It

TOPT: The Top 20 Strategy Is Winning, More Upside Ahead

I maintain my buy rating on iShares Top 20 U.S. Stocks ETF, as its focus on the largest U.S. stocks continues to deliver outperformance versus the S&P 500. TOPT's concentrated exposure to mega-cap tech and diversified large caps positions it for strong returns in bullish markets and resilience in downturns. The fund's low expense ratio, reasonable valuation, and accessible share price make it an attractive vehicle for high-risk tolerance investors seeking large-cap growth.

TOPT: The Top 20 Strategy Is Winning, More Upside Ahead

Zacks Investment Research

Should iShares Top 20 U.S. Stocks ETF (TOPT) Be on Your Investing Radar?

If you're interested in broad exposure to the Large Cap Growth segment of the US equity market, look no further than the iShares Top 20 U.S. Stocks ETF (TOPT), a passively managed exchange traded fund launched on 10/23/2024.

Should iShares Top 20 U.S. Stocks ETF (TOPT) Be on Your Investing Radar?

TOPT: Elevated Tech Exposure During Elevated Risks

TOPT offers concentrated exposure to the U.S. equity market by picking the largest 20 companies based on market cap. While an aggressive approach like this may be justified in bull markets in general, current risks make the fund too risky to hold. Amid a weakening labor market and inflationary pressure threats, the current market optimism creates vulnerability for investors, and buying or adding to TOPT is not warranted.

TOPT: Elevated Tech Exposure During Elevated Risks

TOPT: Historical Outperformance Can Continue

The iShares Top 20 U.S. Stocks ETF offers concentrated exposure to the largest U.S. companies. TOPT has delivered strong performance thus far and has realized modestly higher levels of volatility than broad-based indexes. I am bullish on a number of TOPT's largest holdings.

TOPT: Historical Outperformance Can Continue

TOPT: A Lesser-Known S&P Top 20 ETF With A Strong Upside Potential

iShares Top 20 U.S. Stocks ETF offers exposure to the 20 greatest S&P 500 companies, with a low expense ratio and moderate risk. The top 20 S&P 500 companies contributed 60% to the index's returns over the last five years, making TOPT an attractive investment. The recent market selloff presents a buying opportunity in TOPT, supported by robust earnings growth and attractive valuations in key sectors.

TOPT: A Lesser-Known S&P Top 20 ETF With A Strong Upside Potential

TOPT: Unnecessary ETF That Charges You For Reduced Diversification

The TOPT ETF focuses exclusively on the top-20 U.S. companies by market cap, but it doesn't seem to offer much tangible benefit. The strategy used by this fund could result in regrettable removals of large-cap stocks that undergo short-term dips. TOPT's heavy weighting in a few stocks and sectors increases risk, and investors can easily replicate its strategy without the added costs.

TOPT: Unnecessary ETF That Charges You For Reduced Diversification

CNBC Television

Blackrock's Jay Jacobs on AI infrastructure, megacaps and other ETF themes to watch in 2025

Jay Jacobs, head of U.S. BlackRock Thematic and Active ETFs, joins ‘Halftime Report' with CNBC's Bob Pisani to discuss the key themes to watch in the ETF space heading into 2025.

Blackrock's Jay Jacobs on AI infrastructure, megacaps and other ETF themes to watch in 2025

Zacks Investment Research

Go Beyond MAGS ETF: Tap Broadening of the Rally With TOPT ETF

iShares launched TOPT ETF last month. The new ETF offers exposure to Mag-7 stocks while some more U.S. biggies with value focus get a place in TOPT.

Go Beyond MAGS ETF: Tap Broadening of the Rally With TOPT ETF

See News Rankings

Charts implemented using Lightweight Charts™