TOPT

iShares Top 20 U.S. Stocks ETF

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
Holders
30
Holders Change
+15
Holders Change %
+100%
% of All Funds
0.41%
Holding in Top 10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
17
Increased
9
Reduced
3
Closed
2
Calls
$1.56M
Puts
$448K
Net Calls
+$1.11M
Net Calls Change
-$421K
Name Holding Trade Value Shares
Change
Shares
Change %
PTC
26
Private Trust Company
Ohio
$54.4K +$54.4K +2,282 New
Bank of Montreal
27
Bank of Montreal
Ontario, Canada
$14.7K
Morgan Stanley
28
Morgan Stanley
New York
$13.1K -$25.6K -1,073 -66%
CWP
29
Concord Wealth Partners
Virginia
$4.17K +$4.17K +175 New
AIC
30
Archer Investment Corporation
Indiana
$238 +$238 +10 New
Belvedere Trading
31
Belvedere Trading
Illinois
-$510K -19,552 Closed
GS
32
GTS Securities
New York
-$373K -14,315 Closed