TOPT

iShares Top 20 U.S. Stocks ETF
TOPT

Overview Fund Activity

43 hedge funds and large institutions have $57.9M invested in iShares Top 20 U.S. Stocks ETF in 2025 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 17 increasing their positions, 5 reducing their positions, and 3 closing their positions.

Holders
43
Holders Change
+13
Holders Change %
+43.33%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
5
Closed
3
Calls
–
Puts
$1.02M
Net Calls
-$1.02M
Net Calls Change
-$2.14M

Top Buyers

1
HighTower Advisors
1
HighTower Advisors
Illinois
$9.23M
2
Goldman Sachs
2
Goldman Sachs
New York
$3.3M
3
Citadel Advisors
3
Citadel Advisors
Florida
$3.62M
4
LPL Financial
4
LPL Financial
California
$8.23M
5
TRCT
5
Tower Research Capital (TRC)
New York
$2.17M

Top Sellers

1
Cetera Investment Advisers
1
Cetera Investment Advisers
Illinois
$531K
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$0
3
OC
3
Oppenheimer & Co
New York
$1.4M
4
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$0
5
Janney Montgomery Scott
5
Janney Montgomery Scott
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
BlackRock
1
BlackRock
New York
$14.6M 536,714 -9,848 -2%
HighTower Advisors
2
HighTower Advisors
Illinois
$9.23M 338,120 +338,120 New
LPL Financial
3
LPL Financial
California
$8.23M 301,743 +82,532 +38%
Citadel Advisors
4
Citadel Advisors
Florida
$3.62M 132,525 +95,440 +257%
Goldman Sachs
5
Goldman Sachs
New York
$3.3M 120,913 +120,913 New
TRCT
6
Tower Research Capital (TRC)
New York
$2.17M 79,510 +71,364 +876%
CCFM
7
Clear Creek Financial Management
Washington
$1.75M 63,951 +43,936 +220%
SPIA
8
Steward Partners Investment Advisory
New York
$1.41M 51,711 +51,711 New
OC
9
Oppenheimer & Co
New York
$1.4M 51,249 -18,049 -26%
RAG
10
RIA Advisory Group
Iowa
$1.33M 48,774 +12,508 +34%
CPC
11
Consolidated Planning Corp
Georgia
$1.24M 45,333 +45,333 New
Jane Street
12
Jane Street
New York
$1.11M 40,743 +25,021 +159%
KAS
13
Kestra Advisory Services
Texas
$993K 36,371 +2,084 +6%
D.E. Shaw & Co
14
D.E. Shaw & Co
New York
$943K 34,572 +34,572 New
Commonwealth Equity Services
15
Commonwealth Equity Services
Massachusetts
$736K 26,983 +14,134 +110%
HF
16
HRT Financial
New York
$686K 25,154 +25,154 New
PFS
17
Prospera Financial Services
Texas
$559K 20,471 +8,436 +70%
Cetera Investment Advisers
18
Cetera Investment Advisers
Illinois
$531K 19,443 -348,300 -95%
Legacy Financial Group (Iowa)
19
Legacy Financial Group (Iowa)
Iowa
$444K 16,262 +7,839 +93%
PAG
20
Private Advisor Group
New Jersey
$379K 13,902 +13,902 New
SFC
21
Strategic Financial Concepts
Texas
$332K 12,750 +1,790 +16%
JWCA
22
J.W. Cole Advisors
Florida
$316K 11,595 +11,595 New
DAS
23
Diversify Advisory Services
Utah
$275K 9,466 +857 +10%
GS
24
GTS Securities
New York
$268K 9,827 +9,827 New
IAS
25
Insigneo Advisory Services
Florida
$261K 9,561 +9,561 New
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