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TOPT

iShares Top 20 U.S. Stocks ETF

64 hedge funds and large institutions have $111M invested in iShares Top 20 U.S. Stocks ETF in 2025 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 25 increasing their positions, 13 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

425% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 4

215% more call options, than puts

Call options by funds: $2.07M | Put options by funds: $658K

92% more repeat investments, than reductions

Existing positions increased: 25 | Existing positions reduced: 13

82% more capital invested

Capital invested by funds: $61.2M → $111M (+$50.2M)

36% more funds holding

Funds holding: 4764 (+17)

8.58% more ownership

Funds ownership: 25.46%34.04% (+8.6%)

Holders
64
Holders Change
+17
Holders Change %
+36.17%
% of All Funds
0.84%
Holding in Top 10
2
Holding in Top 10 Change
+2
Holding in Top 10 Change %
% of All Funds
0.03%
New
21
Increased
25
Reduced
13
Closed
4
Calls
$2.07M
Puts
$658K
Net Calls
+$1.42M
Net Calls Change
+$95K
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
51
Ameritas Advisory Services
Nebraska
$76.2K +$71.9K +2,500 New
Bank of America
52
Bank of America
North Carolina
$58.9K +$49.8K +1,730 +844%
Bank of Montreal
53
Bank of Montreal
Ontario, Canada
$25.6K +$3.68K +128 +18%
Northwestern Mutual Wealth Management
54
Northwestern Mutual Wealth Management
Wisconsin
$20.7K +$19.6K +681 New
Simplex Trading
55
Simplex Trading
Illinois
$20K +$12.8K +446 +191%
Morgan Stanley
56
Morgan Stanley
New York
$10.7K -$28.5K -990 -74%
UBS Group
57
UBS Group
Switzerland
$9.14K +$8.63K +300 New
Wells Fargo
58
Wells Fargo
California
$5.39K +$29 +1 +0.6%
CWP
59
Concord Wealth Partners
Virginia
$5.33K
AIC
60
Archer Investment Corporation
Indiana
$1.59K
NA
61
NewEdge Advisors
Louisiana
$1.43K -$12K -418 -90%
GRP
62
Global Retirement Partners
California
$1.22K +$575 +20 +100%
US Bancorp
63
US Bancorp
Minnesota
$975 +$920 +32 New
AWM
64
AE Wealth Management
Kansas
$24 +$29 +1 New
Jane Street
65
Jane Street
New York
-$1.11M -40,743 Closed
D.E. Shaw & Co
66
D.E. Shaw & Co
New York
-$943K -34,572 Closed
HF
67
HRT Financial
New York
-$686K -25,154 Closed
GS
68
GTS Securities
New York
-$268K -9,827 Closed

TOPT Hedge Fund Activity: Q3 2025 in Review

64 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in iShares Top 20 U.S. Stocks ETF (TOPT) for Q3 2025, worth a combined $111M — up 82% from $61.2M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new TOPT positions and 4 closed out — a net gain of 17 holders — while 25 added to existing stakes and 13 trimmed.

The largest buyer was Goodman Advisory Group, opening a new position worth an estimated $12.3M. The largest seller was HighTower Advisors, cutting an estimated $5.34M.

  • 64 institutional investors held iShares Top 20 U.S. Stocks ETF (TOPT) as of Q3 2025, up from 47 in Q2 2025.
  • Funds reported $111M of iShares Top 20 U.S. Stocks ETF stock for Q3 2025, up 82% quarter-over-quarter.
  • 21 funds opened new iShares Top 20 U.S. Stocks ETF positions in Q3 2025 and 4 closed out, a net change of +17 holders.
  • The largest iShares Top 20 U.S. Stocks ETF buyer in Q3 2025 was Goodman Advisory Group, an estimated $12.3M added.
  • The largest iShares Top 20 U.S. Stocks ETF seller in Q3 2025 was HighTower Advisors, an estimated $5.34M sold.

Based on aggregated 13F filings for Q3 2025.