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iShares Russell Top 200 Value ETF
135 hedge funds and large institutions have $1.97B invested in iShares Russell Top 200 Value ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 9 closing their positions.
New
Increased
Maintained
Reduced
Closed
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
3% more funds holding
Funds holding: 131 → 135 (+4)
3% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 38
4% less capital invested
Capital invested by funds: $2.04B → $1.97B (-$77.2M)
2.88% less ownership
Funds ownership: 117.88% → 115.01% (-2.9%)
Holders
135
Holders Change
+4
Holders Change %
+3.05%
% of All Funds
2.14%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
16
Increased
37
Reduced
38
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$16.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$7.66M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.11M |
| 4 |
CWAG
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
+$1.67M |
| 5 |
SWA
SOA Wealth Advisors
New York
|
+$1.35M |
