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iShares Top 20 U.S. Stocks ETF

85 hedge funds and large institutions have $162M invested in iShares Top 20 U.S. Stocks ETF in 2026 Q1 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 24 reducing their positions, and 14 closing their positions.

New
Increased
Maintained
Reduced
Closed

57% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 14

33% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 24

24% more call options, than puts

Call options by funds: $575K | Put options by funds: $464K

21% more capital invested

Capital invested by funds: $134M → $162M (+$27.8M)

9% more funds holding

Funds holding: 7885 (+7)

3.73% more ownership

Funds ownership: 29.43%33.17% (+3.7%)

0% more funds holding in top 10

Funds holding in top 10: 11 (0)

Holders
85
Holders Change
+7
Holders Change %
+8.97%
% of All Funds
1.05%
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.01%
New
22
Increased
32
Reduced
24
Closed
14
Calls
$575K
Puts
$464K
Net Calls
+$111K
Net Calls Change
-$1.51M
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
26
Private Advisor Group
New Jersey
$913K +$19.4K +645 +2%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$901K -$948K -31,451 -50%
JWCA
28
J.W. Cole Advisors
Florida
$894K +$309K +10,270 +49%
P
29
&Partners
Tennessee
$812K
IWP
30
Insight Wealth Partners
Texas
$786K -$172K -5,720 -17%
CW
31
CreativeOne Wealth
Kansas
$779K +$820K +27,221 New
Bank of Montreal
32
Bank of Montreal
Ontario, Canada
$725K +$738K +24,489 +2,908%
SAI
33
Savvy Advisors Inc
New York
$651K +$18.3K +607 +3%
Mariner
34
Mariner
Kansas
$581K +$612K +20,303 New
QC
35
Quadrature Capital
United Kingdom
$576K +$607K +20,132 New
Legacy Financial Group (Iowa)
36
Legacy Financial Group (Iowa)
Iowa
$519K +$6.69K +222 +1%
Bank of America
37
Bank of America
North Carolina
$512K +$141K +4,671 +35%
LIM
38
Leavell Investment Management
Alabama
$388K -$7.53K -250 -2%
WIM
39
WealthPlan Investment Management
Nebraska
$361K +$84K +2,788 +28%
SFC
40
Strategic Financial Concepts
Texas
$352K +$370K +12,290 New
TFA
41
Tranquilli Financial Advisor
New Jersey
$336K +$14.5K +480 +4%
MA
42
Mutual Advisors
Nebraska
$332K +$49.9K +1,655 +17%
GWM
43
Geneos Wealth Management
Colorado
$326K -$2.25M -74,712 -87%
Jane Street
44
Jane Street
New York
$309K -$10.1K -334 -3%
Envestnet Portfolio Solutions
45
Envestnet Portfolio Solutions
Illinois
$306K -$488K -16,201 -60%
RIA
46
Realta Investment Advisors
Delaware
$295K +$44K +1,460 +17%
HI
47
Harbour Investments
Wisconsin
$282K +$140K +4,650 +89%
SW
48
SkyOak Wealth
Michigan
$270K +$18.1K +600 +7%
JP Morgan Chase
49
JP Morgan Chase
New York
$262K +$285K +9,461 New
GCP
50
Guardian Capital (Pennsylvania)
Pennsylvania
$260K +$33.1K +1,100 +14%