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TOPT

iShares Top 20 U.S. Stocks ETF

78 hedge funds and large institutions have $134M invested in iShares Top 20 U.S. Stocks ETF in 2025 Q4 according to their latest regulatory filings, with 22 funds opening new positions, 32 increasing their positions, 13 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

700% more call options, than puts

Call options by funds: $1.85M | Put options by funds: $231K

175% more first-time investments, than exits

New positions opened: 22 | Existing positions closed: 8

146% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 13

22% more funds holding

Funds holding: 6478 (+14)

21% more capital invested

Capital invested by funds: $111M → $134M (+$22.9M)

4.61% less ownership

Funds ownership: 34.04%29.43% (-4.6%)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
78
Holders Change
+14
Holders Change %
+21.88%
% of All Funds
0.95%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
22
Increased
32
Reduced
13
Closed
8
Calls
$1.85M
Puts
$231K
Net Calls
+$1.62M
Net Calls Change
+$202K
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
1
LPL Financial
California
$21.5M +$5.51M +177,777 +35%
BlackRock
2
BlackRock
New York
$13.6M -$2.13M -68,819 -14%
GAG
3
Goodman Advisory Group
Massachusetts
$12.2M -$1.1M -35,592 -8%
Raymond James Financial
4
Raymond James Financial
Florida
$11.4M +$10.8M +349,227 +2,453%
Envestnet Asset Management
5
Envestnet Asset Management
Illinois
$7.55M -$382K -12,315 -5%
NA
6
NewEdge Advisors
Louisiana
$6.81M +$8.72M +281,107 +598,100%
HighTower Advisors
7
HighTower Advisors
Illinois
$5.74M +$978K +31,529 +21%
Goldman Sachs
8
Goldman Sachs
New York
$3.52M
CCFM
9
Clear Creek Financial Management
Washington
$3.36M +$1.37M +44,318 +70%
Cetera Investment Advisers
10
Cetera Investment Advisers
Illinois
$2.95M +$110K +3,563 +4%
Janney Montgomery Scott
11
Janney Montgomery Scott
Pennsylvania
$2.74M +$2.32M +74,966 +582%
GWM
12
Geneos Wealth Management
Colorado
$2.69M +$2.16M +69,555 +420%
KIM
13
Kestra Investment Management
Texas
$2.63M -$15.3K -494 -0.6%
IFG
14
Independent Financial Group
California
$2.22M -$230K -7,420 -9%
OC
15
Oppenheimer & Co
New York
$2.03M +$447K +14,403 +28%
Osaic Holdings
16
Osaic Holdings
Arizona
$1.97M +$1.09M +35,136 +125%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$1.97M +$74.8K +2,412 +4%
HI
18
Horizon Investments
North Carolina
$1.95M -$25.7K -829 -1%
FFS
19
Founders Financial Securities
Maryland
$1.9M +$40.6K +1,310 +2%
SPIA
20
Steward Partners Investment Advisory
New York
$1.82M +$79.3K +2,556 +5%
KAS
21
Kestra Advisory Services
Texas
$1.72M +$356K +11,476 +26%
Commonwealth Equity Services
22
Commonwealth Equity Services
Massachusetts
$1.53M -$315K -10,155 -17%
AFP
23
ATX Financial Planning
Texas
$1.51M +$1.5M +48,480 New
RAG
24
RIA Advisory Group
Iowa
$1.49M -$21.9K -705 -1%
KWS
25
Keystone Wealth Services
California
$1.36M +$73.9K +2,384 +6%

TOPT Hedge Fund Activity: Q4 2025 in Review

78 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in iShares Top 20 U.S. Stocks ETF (TOPT) for Q4 2025, worth a combined $134M — up 21% from $111M a quarter earlier.

Buyers outnumbered sellers: 22 funds opened new TOPT positions and 8 closed out — a net gain of 14 holders — while 32 added to existing stakes and 13 trimmed.

The largest buyer was Raymond James Financial, adding an estimated $10.8M. The largest seller was BlackRock, cutting an estimated $2.13M.

  • 78 institutional investors held iShares Top 20 U.S. Stocks ETF (TOPT) as of Q4 2025, up from 64 in Q3 2025.
  • Funds reported $134M of iShares Top 20 U.S. Stocks ETF stock for Q4 2025, up 21% quarter-over-quarter.
  • 22 funds opened new iShares Top 20 U.S. Stocks ETF positions in Q4 2025 and 8 closed out, a net change of +14 holders.
  • The largest iShares Top 20 U.S. Stocks ETF buyer in Q4 2025 was Raymond James Financial, an estimated $10.8M added.
  • The largest iShares Top 20 U.S. Stocks ETF seller in Q4 2025 was BlackRock, an estimated $2.13M sold.

Based on aggregated 13F filings for Q4 2025.