We are live on ! Find out more
TOPT

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
CIA
51
Concurrent Investment Advisors
Florida
$260K +$43.4K +1,440 +19%
FPAS
52
Focus Partners Advisor Solutions
Missouri
$260K +$48.4K +1,605 +21%
Qube Research & Technologies (QRT)
53
Qube Research & Technologies (QRT)
United Kingdom
$256K -$482K -15,998 -64%
NFG
54
Norris Financial Group
South Carolina
$251K
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$231K +$243K +8,064 New
SS
56
Sunbelt Securities
Texas
$220K +$4.19K +139 +2%
LOWM
57
Laurel Oak Wealth Management
New Jersey
$211K +$10.1K +334 +5%
FHA
58
Flagship Harbor Advisors
Massachusetts
$201K +$41.9K +1,390 +25%
PTC
59
Private Trust Company
Ohio
$198K +$70.5K +2,339 +51%
ASN
60
Advisory Services Network
Georgia
$184K +$193K +6,417 New
NFSG
61
Newbridge Financial Services Group
Florida
$161K
UBS Group
62
UBS Group
Switzerland
$150K -$440K -14,615 -74%
TRCT
63
Tower Research Capital (TRC)
New York
$126K +$126K +4,167 +1,877%
SPIA
64
Steward Partners Investment Advisory
New York
$116K -$1.63M -54,084 -93%
KFAS
65
Keating Financial Advisory Services
Kansas
$100K -$13.6K -450 -11%
AWM
66
AE Wealth Management
Kansas
$42.9K +$45.1K +1,497 +149,700%
CPG
67
Cornerstone Planning Group
New Jersey
$39.2K +$36.3K +1,206 New
Jones Financial Companies
68
Jones Financial Companies
Missouri
$37.7K +$40.9K +1,358 New
PWMG
69
Private Wealth Management Group
New Jersey
$34.6K +$36.4K +1,209 New
Carson Wealth (CWM LLC)
70
Carson Wealth (CWM LLC)
Nebraska
$34.5K +$36.3K +1,206 New
Simplex Trading
71
Simplex Trading
Illinois
$23K -$70.9K -2,353 -75%
Northwestern Mutual Wealth Management
72
Northwestern Mutual Wealth Management
Wisconsin
$19.5K
CFD
73
Creative Financial Designs
Indiana
$17.1K +$18K +597 New
Rockefeller Capital Management
74
Rockefeller Capital Management
New York
$16.8K +$17.7K +587 New
Group One Trading
75
Group One Trading
Illinois
$11.4K