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iShares Russell Top 200 Value ETF

114 hedge funds and large institutions have $1.58B invested in iShares Russell Top 200 Value ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17.63% more ownership

Funds ownership: 107.98%125.6% (+18%)

14% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$198M)

8% more funds holding

Funds holding: 106114 (+8)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
41
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
LPL Financial
26
LPL Financial
California
$2.78M +$714K +10,820 +32%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.49M -$45.6K -692 -2%
Citadel Advisors
28
Citadel Advisors
Florida
$2.28M +$21.6K +327 +0.9%
KPWS
29
Kestra Private Wealth Services
Texas
$2.26M +$676K +10,246 +39%
Goldman Sachs
30
Goldman Sachs
New York
$2.18M +$2.11M +32,002 +983%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.17M +$103K +1,560 +5%
9WM
32
9258 Wealth Management
Ohio
$2.04M +$1.9M +28,759 +671%
OC
33
Oppenheimer & Co
New York
$1.95M +$115K +1,749 +6%
RJA
34
Raymond James & Associates
Florida
$1.83M -$92K -1,395 -4%
Citigroup
35
Citigroup
New York
$1.82M
PFG
36
Peterson Financial Group
Iowa
$1.61M -$128K -1,944 -7%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.6M -$6.2K -94 -0.4%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$1.59M -$6.66K -101 -0.4%
NC
39
NinePointTwo Capital
California
$1.41M
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.38M -$1.57M -23,875 -52%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.21M +$594 +9 +0%
BWM
42
Baystate Wealth Management
Massachusetts
$1.12M +$341K +5,169 +40%
JF
43
JSF Financial
California
$1.11M +$1.19M +18,010 New
WPW
44
Waldron Private Wealth
Pennsylvania
$1.07M -$32.1K -486 -3%
MWM
45
Maripau Wealth Management
Indiana
$1.05M -$108K -1,644 -9%
KAS
46
Kestra Advisory Services
Texas
$1.02M +$1.09M +16,521 New
Osaic Holdings
47
Osaic Holdings
Arizona
$999K -$345K -5,224 -24%
JP Morgan Chase
48
JP Morgan Chase
New York
$952K -$49.2K -746 -5%
CCB
49
Country Club Bank
Missouri
$952K -$16.8K -255 -2%
CAN
50
Cetera Advisor Networks
California
$947K -$476K -7,224 -32%