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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
HBW
76
Hazlett, Burt & Watson
West Virginia
$10K +$9.04K +300 New
MG
77
Mather Group
Illinois
$9.3K +$9.79K +325 New
GFA
78
Godfrey Financial Associates
New York
$7.5K +$3.01K +100 +62%
FFA
79
Farther Finance Advisors
California
$5.06K
US Bancorp
80
US Bancorp
Minnesota
$2.98K
Fidelity Investments
81
Fidelity Investments
Massachusetts
$2.27K -$2.11K -70 -47%
NA
82
NewEdge Advisors
Louisiana
$1.34K -$8.47M -281,107 -100%
ECA
83
Elevated Capital Advisors
Utah
$630 +$663 +22 New
KA
84
Kozak & Associates
Colorado
$272 +$271 +9 New
Wells Fargo
85
Wells Fargo
California
$197 -$3.04K -101 -94%
FP
86
Financial Perspectives
Minnesota
$88 +$90 +3 New
Janney Montgomery Scott
87
Janney Montgomery Scott
Pennsylvania
-$2.74M -87,844 Closed
KIM
88
Kestra Investment Management
Texas
-$2.63M -84,092 Closed
CPC
89
Consolidated Planning Corp
Georgia
-$1.34M -42,830 Closed
IAS
90
Insigneo Advisory Services
Florida
-$302K -9,681 Closed
DAS
91
Diversify Advisory Services
Utah
-$287K -9,317 Closed
MML Investors Services
92
MML Investors Services
Massachusetts
-$249K -7,957 Closed
VFA
93
Valeo Financial Advisors
Indiana
-$214K -6,847 Closed
Morgan Stanley
94
Morgan Stanley
New York
-$34.2K -1,096 Closed
AAG
95
Armstrong Advisory Group
Massachusetts
-$26K -832 Closed
Russell Investments Group
96
Russell Investments Group
United Kingdom
-$6.25K -200 Closed
CWP
97
Concord Wealth Partners
Virginia
-$5.46K -175 Closed
AIC
98
Archer Investment Corporation
Indiana
-$1.63K -52 Closed
BNP Paribas Financial Markets
99
BNP Paribas Financial Markets
France
-$1.34K -43 Closed
BWL
100
Bogart Wealth LLC
Virginia
-$312 -10 Closed