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iShares Russell Top 200 Value ETF

58 hedge funds and large institutions have $394M invested in iShares Russell Top 200 Value ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
22
Reduced
11
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Shares
Change %
JPMPWA
26
J.P. Morgan Private Wealth Advisors
California
$602K +$1.75K +32 +0.3%
BWM
27
Baystate Wealth Management
Massachusetts
$518K +$112K +2,054 +28%
Envestnet Asset Management
28
Envestnet Asset Management
Illinois
$493K +$493K +9,004 New
GG
29
GenWealth Group
New Jersey
$489K
AG
30
Advisor Group
Arizona
$425K +$190K +3,462 +81%
Franklin Resources
31
Franklin Resources
California
$400K +$400K +7,296 New
PFS
32
Prospera Financial Services
Texas
$337K
LNWWM
33
Laird Norton Wetherby Wealth Management
California
$322K
BCM
34
Brookstone Capital Management
Illinois
$302K +$877 +16 +0.3%
DK
35
Darrell & King
Virginia
$274K -$49.3K -900 -15%
WA
36
WBH Advisory
Maryland
$271K
RJA
37
Raymond James & Associates
Florida
$270K
PNC Financial Services Group
38
PNC Financial Services Group
Pennsylvania
$263K +$103K +1,870 +64%
GM
39
GeoWealth Management
Illinois
$241K +$241K +4,398 New
CW
40
CreativeOne Wealth
Kansas
$241K +$241K +4,398 New
ACA
41
Anchor Capital Advisors
Massachusetts
$220K
Fidelity Investments
42
Fidelity Investments
Massachusetts
$213K -$8.26K -151 -4%
MFW
43
Mosaic Family Wealth
Missouri
$211K
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$192K +$5.8K +106 +3%
William Blair & Company
45
William Blair & Company
Illinois
$181K
UBS AM
46
UBS AM
Illinois
$151K
Carson Wealth (CWM LLC)
47
Carson Wealth (CWM LLC)
Nebraska
$119K
CAPTRUST Financial Advisors
48
CAPTRUST Financial Advisors
North Carolina
$105K +$713 +13 +0.7%
APA
49
American Portfolios Advisors
New York
$66.2K +$65.7K +1,200 +15,000%
CCM
50
Cribstone Capital Management
Maine
$34K