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iShares Russell Top 200 Value ETF

59 hedge funds and large institutions have $372M invested in iShares Russell Top 200 Value ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
9
Increased
25
Reduced
12
Closed
9
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Franklin Resources
26
Franklin Resources
California
$784K 17,764 -2,432 -12%
Envestnet Asset Management
27
Envestnet Asset Management
Illinois
$630K 14,292 +3,312 +30%
JPMPWA
28
J.P. Morgan Private Wealth Advisors
California
$494K 11,197 -402 -3%
LAS
29
Lloyd Advisory Services
Georgia
$423K 9,601 +2,844 +42%
PFS
30
Prospera Financial Services
Texas
$399K 9,056 +2,900 +47%
GG
31
GenWealth Group
New Jersey
$394K 8,939
EH
32
Equitable Holdings
New York
$379K 8,587
Osaic Holdings
33
Osaic Holdings
Arizona
$356K 8,069 +8,069 New
RJFSA
34
Raymond James Financial Services Advisors
Florida
$347K 7,878 -17,154 -69%
TRCT
35
Tower Research Capital (TRC)
New York
$309K 7,009 +1,039 +17%
RJA
36
Raymond James & Associates
Florida
$298K 6,763 -138 -2%
DK
37
Darrell & King
Virginia
$212K 4,805 +4,805 New
BA
38
Ballast Advisors
Minnesota
$147K 3,338
William Blair & Company
39
William Blair & Company
Illinois
$146K 3,305
Carson Wealth (CWM LLC)
40
Carson Wealth (CWM LLC)
Nebraska
$119K 1,789
Fidelity Investments
41
Fidelity Investments
Massachusetts
$113K 2,565 -2,111 -45%
CAPTRUST Financial Advisors
42
CAPTRUST Financial Advisors
North Carolina
$82K 1,945 +1,945 New
Rockefeller Capital Management
43
Rockefeller Capital Management
New York
$72K 1,635 +1,011 +162%
PNC Financial Services Group
44
PNC Financial Services Group
Pennsylvania
$38K 862 -3,932 -82%
SFPG
45
Stonebridge Financial Planning Group
Florida
$35K 755
CCM
46
Cribstone Capital Management
Maine
$28K 628
LFG
47
LifePlan Financial Group
Ohio
$28K 627 +84 +15%
GI
48
Gradient Investments
Minnesota
$27K 621 +57 +10%
CAN
49
Claraphi Advisory Network
United States
$24K 535 +535 New
CFGS
50
Concourse Financial Group Securities
Alabama
$10K 218