We are live on ! Find out more
TOPT

iShares Top 20 U.S. Stocks ETF

78 hedge funds and large institutions have $134M invested in iShares Top 20 U.S. Stocks ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $231K

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

22% more funds holding

Funds holding: 6478 (+14)

21% more capital invested

Capital invested by funds: $111M → $134M (+$22.9M)

4.61% less ownership

Funds ownership: 34.04%29.43% (-4.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
32
Reduced
13
Closed
8
Calls
$1.85M
Puts
$231K
Net Calls
+$1.62M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
CPC
26
Consolidated Planning Corp
Georgia
$1.34M +$241K +7,767 +22%
PFS
27
Prospera Financial Services
Texas
$1.32M +$2.92K +94 +0.2%
CWP
28
Core Wealth Partners
California
$1.1M +$740K +23,882 +211%
IWP
29
Insight Wealth Partners
Texas
$1.04M +$654K +21,108 +175%
PAG
30
Private Advisor Group
New Jersey
$976K +$61.1K +1,971 +7%
Envestnet Portfolio Solutions
31
Envestnet Portfolio Solutions
Illinois
$840K +$16.5K +533 +2%
Qube Research & Technologies (QRT)
32
Qube Research & Technologies (QRT)
United Kingdom
$778K +$773K +24,926 New
SAI
33
Savvy Advisors Inc
New York
$691K +$686K +22,139 New
JWCA
34
J.W. Cole Advisors
Florida
$655K +$128K +4,115 +24%
UBS Group
35
UBS Group
Switzerland
$620K +$606K +19,544 +6,515%
Legacy Financial Group (Iowa)
36
Legacy Financial Group (Iowa)
Iowa
$546K +$22.2K +717 +4%
LIM
37
Leavell Investment Management
Alabama
$431K +$428K +13,812 New
Bank of America
38
Bank of America
North Carolina
$413K +$350K +11,275 +583%
TFA
39
Tranquilli Financial Advisor
New Jersey
$352K -$2.36K -76 -0.7%
Jane Street
40
Jane Street
New York
$348K +$345K +11,140 New
MA
41
Mutual Advisors
Nebraska
$310K +$27K +870 +10%
WIM
42
WealthPlan Investment Management
Nebraska
$307K +$305K +9,823 New
IAS
43
Insigneo Advisory Services
Florida
$302K +$1.52K +49 +0.5%
DAS
44
Diversify Advisory Services
Utah
$287K +$8.93K +288 +3%
RIA
45
Realta Investment Advisors
Delaware
$276K +$274K +8,845 New
SW
46
SkyOak Wealth
Michigan
$276K
NFG
47
Norris Financial Group
South Carolina
$274K
GCP
48
Guardian Capital (Pennsylvania)
Pennsylvania
$250K +$248K +8,000 New
MML Investors Services
49
MML Investors Services
Massachusetts
$249K +$247K +7,957 New
CIA
50
Concurrent Investment Advisors
Florida
$239K +$237K +7,647 New

TOPT Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Top 20 U.S. Stocks ETF (TOPT) for Q4 2025, worth a combined $134M — up 21% from $111M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TOPT positions and 8 closed out — a net gain of 14 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $10.8M. The largest seller was BlackRock, cutting an estimated $2.13M.

  • 78 institutional investors held iShares Top 20 U.S. Stocks ETF (TOPT) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $134M of iShares Top 20 U.S. Stocks ETF stock for Q4 2025, up 21% quarter-over-quarter.
  • 22 funds opened new iShares Top 20 U.S. Stocks ETF positions in Q4 2025 and 8 closed out, a net change of +14 holders.
  • The largest iShares Top 20 U.S. Stocks ETF buyer in Q4 2025 was Raymond James Financial, an estimated $10.8M added.
  • The largest iShares Top 20 U.S. Stocks ETF seller in Q4 2025 was BlackRock, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2025.