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
LPL Financial
1
LPL Financial
California
$29.8M +$10.7M +354,133 +51%
Victory Capital Management
2
Victory Capital Management
Texas
$19.7M +$20.8M +689,021 New
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$19.4M +$13.1M +435,234 +180%
Raymond James Financial
4
Raymond James Financial
Florida
$12.2M +$1.9M +62,974 +17%
BlackRock
5
BlackRock
New York
$12M -$413K -13,706 -3%
GAG
6
Goodman Advisory Group
Massachusetts
$11M -$215K -7,121 -2%
IFG
7
Independent Financial Group
California
$8.44M +$6.74M +223,712 +315%
Cetera Investment Advisers
8
Cetera Investment Advisers
Illinois
$3.64M +$986K +32,734 +35%
HI
9
Horizon Investments
North Carolina
$3.59M +$1.9M +63,000 +101%
CCFM
10
Clear Creek Financial Management
Washington
$2.97M -$107K -3,566 -3%
IWM
11
IHT Wealth Management
Illinois
$2.82M +$2.97M +98,686 New
Osaic Holdings
12
Osaic Holdings
Arizona
$2.76M +$1.01M +33,375 +53%
FFS
13
Founders Financial Securities
Maryland
$1.88M +$56.9K +1,890 +3%
Goldman Sachs
14
Goldman Sachs
New York
$1.7M -$1.6M -53,193 -47%
OC
15
Oppenheimer & Co
New York
$1.63M -$238K -7,908 -12%
KAS
16
Kestra Advisory Services
Texas
$1.58M -$1.96K -65 -0.1%
AFP
17
ATX Financial Planning
Texas
$1.57M +$195K +6,485 +13%
Royal Bank of Canada
18
Royal Bank of Canada
Ontario, Canada
$1.52M +$1.6M +53,157 New
RAG
19
RIA Advisory Group
Iowa
$1.31M -$54.8K -1,818 -4%
PFS
20
Prospera Financial Services
Texas
$1.22M +$10.3K +342 +0.8%
Commonwealth Equity Services
21
Commonwealth Equity Services
Massachusetts
$1.14M -$279K -9,253 -19%
KWS
22
Keystone Wealth Services
California
$1.1M -$156K -5,164 -12%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.06M -$4.42M -146,691 -80%
CWP
24
Core Wealth Partners
California
$1.01M
OCA
25
OpenArc Corporate Advisory
Georgia
$990K +$1.04M +34,584 New