TOPT

iShares Top 20 U.S. Stocks ETF
TOPT

Overview Fund Trends Analyst Outlook Journalist POV

30 hedge funds and large institutions have $40.3M invested in iShares Top 20 U.S. Stocks ETF in 2025 Q1 according to their latest regulatory filings, with 17 funds opening new positions, 9 increasing their positions, 3 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more capital invested

Capital invested by funds: $ → $

100% more funds holding

Funds holding: 15 → 30 (+15)

10.82% more ownership

Funds ownership: 13% → 23.82% (+11%)

Holders
30
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
–
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.56M
Puts
$448K
Net Calls
Net Calls Change

Top Buyers

1
+$8.76M
2
+$5.22M
3
+$3.97M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$1.99M
5
OC
Oppenheimer & Co
New York
+$1.65M

Top Sellers

1
-$510K
2
-$373K
3
-$247K
4
KAS
Kestra Advisory Services
Texas
-$42.9K
5
Morgan Stanley
Morgan Stanley
New York
-$25.6K
Name Holding Trade Value Shares
Change 		Change in
Stake
PTC
26
Private Trust Company
Ohio
$54.4K
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$14.7K
Morgan Stanley
28
Morgan Stanley
New York
$13.1K
CWP
29
Concord Wealth Partners
Virginia
$4.17K
AIC
30
Archer Investment Corporation
Indiana
$238
Belvedere Trading
31
Belvedere Trading
Illinois
–
GS
32
GTS Securities
New York
–
1
2