TOPT

iShares Top 20 U.S. Stocks ETF

84 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, 23 reducing their positions, and 15 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
84
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
1
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$575K
Puts
$464K
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
51
Concurrent Investment Advisors
Florida
$260K
FPAS
52
Focus Partners Advisor Solutions
Missouri
$260K
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$256K
NFG
54
Norris Financial Group
South Carolina
$251K
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$231K
SS
56
Sunbelt Securities
Texas
$220K
LOWM
57
Laurel Oak Wealth Management
New Jersey
$211K
FHA
58
Flagship Harbor Advisors
Massachusetts
$201K
PTC
59
Private Trust Company
Ohio
$198K
ASN
60
Advisory Services Network
Georgia
$184K
NFSG
61
Newbridge Financial Services Group
Florida
$161K
UBS Group
62
UBS Group
Switzerland
$150K
TRCT
63
Tower Research Capital (TRC)
New York
$126K
SPIA
64
Steward Partners Investment Advisory
New York
$116K
KFAS
65
Keating Financial Advisory Services
Kansas
$100K
AWM
66
AE Wealth Management
Kansas
$42.9K
CPG
67
Cornerstone Planning Group
New Jersey
$39.2K
Jones Financial Companies
68
Jones Financial Companies
Missouri
$37.7K
PWMG
69
Private Wealth Management Group
New Jersey
$34.6K
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$34.5K
Simplex Trading
71
Simplex Trading
Illinois
$23K
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$19.5K
CFD
73
Creative Financial Designs
Indiana
$17.1K
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$16.8K
Group One Trading
75
Group One Trading
Illinois
$11.4K