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iShares Russell Top 200 Value ETF

131 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

17% more capital invested

Capital invested by funds: $1.75B → $2.04B (+$297M)

6% more funds holding

Funds holding: 124131 (+7)

5.2% more ownership

Funds ownership: 112.68%117.88% (+5.2%)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.06%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
18
Increased
37
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MML Investors Services
26
MML Investors Services
Massachusetts
$5.14M -$630K -9,584 -11%
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$3.94M +$539K +8,197 +16%
Goldman Sachs
28
Goldman Sachs
New York
$3.71M +$323K +4,912 +10%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.64M +$50K +761 +1%
HIA
30
Harbor Investment Advisory
Maryland
$3.54M +$66 +1 +0%
LPL Financial
31
LPL Financial
California
$3.53M +$438K +6,655 +15%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.52M +$663K +10,077 +24%
CAG
33
Csenge Advisory Group
Florida
$3.43M +$88.8K +1,351 +3%
RJA
34
Raymond James & Associates
Florida
$3.18M -$332K -5,048 -10%
JP Morgan Chase
35
JP Morgan Chase
New York
$2.98M -$98.4K -1,496 -3%
FIA
36
Foundations Investment Advisors
Arizona
$2.94M +$1.09M +16,604 +61%
MCWS
37
McKinley Carter Wealth Services
West Virginia
$2.71M +$1.77K +27 +0.1%
PP
38
Pegasus Partners
Wisconsin
$2.68M +$2.62M +39,776 New
GWMIA
39
Global Wealth Management Investment Advisory
Florida
$2.58M -$86.7K -1,319 -3%
BMCM
40
Bryn Mawr Capital Management
Pennsylvania
$2.41M +$586K +8,918 +33%
EFS
41
Econ Financial Services
Pennsylvania
$2.4M -$986 -15 -0%
JMPWA
42
JP Morgan Private Wealth Advisors
California
$2.2M -$207K -3,155 -9%
OC
43
Oppenheimer & Co
New York
$2.16M -$7.04K -107 -0.3%
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$2.15M +$2.1M +31,933 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$2.14M -$91.5K -1,391 -4%
CAN
46
Cetera Advisor Networks
California
$1.83M +$831K +12,634 +87%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.76M +$263 +4 +0%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.6M +$402K +6,112 +35%
NC
49
NinePointTwo Capital
California
$1.54M
BWM
50
Baystate Wealth Management
Massachusetts
$1.52M +$295K +4,483 +25%