TOPT

iShares Top 20 U.S. Stocks ETF
TOPT

Overview Fund Activity

44 hedge funds and large institutions have $58.6M 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, 6 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
44
Holders Change
+14
Holders Change %
+46.67%
% of All Funds
0.59%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
17
Increased
17
Reduced
6
Closed
3
Calls
$2.34M
Puts
$1.02M
Net Calls
+$1.32M
Net Calls Change
+$209K

Top Buyers

1
HighTower Advisors
HighTower Advisors
Illinois
+$9.23M
2
Goldman Sachs
Goldman Sachs
New York
+$3.3M
3
Citadel Advisors
Citadel Advisors
Florida
+$2.6M
4
LPL Financial
LPL Financial
California
+$2.25M
5
TRCT
Tower Research Capital (TRC)
New York
+$1.95M

Top Sellers

1
Cetera Investment Advisers
Cetera Investment Advisers
Illinois
-$9.51M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$2.43M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$1.57M
4
OC
Oppenheimer & Co
New York
-$493K
5
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$481K
Name Holding Trade Value Shares
Change 		Shares
Change %
IAS
26
Insigneo Advisory Services
Florida
$261K +$261K +9,561 New
KWS
27
Keystone Wealth Services
California
$259K -$402K -14,738 -61%
Barclays
28
Barclays
United Kingdom
$245K – – –
MA
29
Mutual Advisors
Nebraska
$241K +$241K +8,540 New
IWP
30
Insight Wealth Partners
Texas
$235K – – –
SW
31
SkyOak Wealth
Michigan
$235K – – –
FPAS
32
Focus Partners Advisor Solutions
Missouri
$204K +$204K +7,466 New
NFSG
33
Newbridge Financial Services Group
Florida
$154K +$88K +3,225 +134%
PTC
34
Private Trust Company
Ohio
$124K +$62.2K +2,280 +100%
Morgan Stanley
35
Morgan Stanley
New York
$36.6K +$21.5K +789 +143%
Bank of Montreal
36
Bank of Montreal
Ontario, Canada
$19.5K +$2.59K +95 +15%
NA
37
NewEdge Advisors
Louisiana
$12.7K +$12.7K +465 New
Simplex Trading
38
Simplex Trading
Illinois
$6K -$151K -5,896 -96%
Bank of America
39
Bank of America
North Carolina
$5.59K +$5.59K +205 New
Wells Fargo
40
Wells Fargo
California
$4.8K +$4.8K +176 New
CWP
41
Concord Wealth Partners
Virginia
$4.78K – – –
PS
42
Principal Securities
Iowa
$1.53K +$1.53K +56 New
AIC
43
Archer Investment Corporation
Indiana
$1.42K +$1.15K +42 +420%
GRP
44
Global Retirement Partners
California
$546 +$546 +20 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
– -$2.43M -102,000 Closed
Envestnet Asset Management
46
Envestnet Asset Management
Illinois
– -$481K -20,191 Closed
Janney Montgomery Scott
47
Janney Montgomery Scott
Pennsylvania
– -$446K -18,740 Closed
1
2