Core Wealth Partners LLC Raises Stock Position in iShares Top 20 U.S. Stocks ETF $TOPT

Core Wealth Partners LLC raised its stake in iShares Top 20 U.S. Stocks ETF (NYSEARCA:TOPT) by 211.0% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 35,199 shares of the company’s stock after buying an additional 23,882 shares during the period. Core Wealth Partners LLC owned approximately 0.22% of iShares Top 20 U.S. Stocks ETF worth $1,099,000 at the end of the most recent reporting period.

A number of other hedge funds also recently added to or reduced their stakes in TOPT. Armstrong Advisory Group Inc. purchased a new position in iShares Top 20 U.S. Stocks ETF in the fourth quarter valued at about $26,000. Bank of America Corp DE increased its holdings in iShares Top 20 U.S. Stocks ETF by 843.9% in the third quarter. Bank of America Corp DE now owns 1,935 shares of the company’s stock valued at $59,000 after buying an additional 1,730 shares in the last quarter. Ameritas Advisory Services LLC purchased a new position in iShares Top 20 U.S. Stocks ETF in the third quarter valued at about $76,000. Simplex Trading LLC increased its holdings in iShares Top 20 U.S. Stocks ETF by 364.0% in the fourth quarter. Simplex Trading LLC now owns 3,155 shares of the company’s stock valued at $99,000 after buying an additional 2,475 shares in the last quarter. Finally, Harbour Investments Inc. purchased a new position in iShares Top 20 U.S. Stocks ETF in the fourth quarter valued at about $162,000.

iShares Top 20 U.S. Stocks ETF Trading Down 1.4%

Shares of iShares Top 20 U.S. Stocks ETF stock opened at $32.85 on Thursday. iShares Top 20 U.S. Stocks ETF has a 12-month low of $26.00 and a 12-month high of $34.47. The stock has a market cap of $595.90 million, a PE ratio of 32.42 and a beta of 1.10. The company has a 50-day moving average of $32.68 and a two-hundred day moving average of $31.20.

About iShares Top 20 U.S. Stocks ETF

The iShares Top 20 U.S. Stocks ETF (TOPT) is an exchange-traded fund that is based on the S&P 500 Top 20 Select index. The fund seeks to mirror the performance of an index comprising the top 20 largest US firms by market-cap in the S&P 500. The companies are weighted by their float-adjusted market-cap TOPT was launched on Oct 23, 2024 and is issued by BlackRock.