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iShares Russell Top 200 Value ETF

146 hedge funds and large institutions have $2.41B invested in iShares Russell Top 200 Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $2.04B → $2.41B (+$362M)

0% more funds holding

Funds holding: 146146 (0)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.69% less ownership

Funds ownership: 113.51%112.82% (-0.69%)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
146
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
15
Increased
44
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SPW
26
Surience Private Wealth
Washington
$8.01M +$7.59M +104,933 New
VOYA Investment Management
27
VOYA Investment Management
Georgia
$7.56M +$5.13M +70,945 +252%
Cetera Investment Advisers
28
Cetera Investment Advisers
Illinois
$5.33M +$5.05M +69,815 New
LAS
29
Legacy Advisory Services
Pennsylvania
$5.09M -$1M -13,864 -17%
CAN
30
Cetera Advisor Networks
California
$5.08M -$273K -3,773 -5%
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$4.7M -$2.99M -41,364 -40%
RJA
32
Raymond James & Associates
Florida
$4.64M +$218K +3,019 +5%
SWA
33
SOA Wealth Advisors
New York
$4.29M -$38.2K -528 -0.9%
MML Investors Services
34
MML Investors Services
Massachusetts
$4.22M -$169K -2,331 -4%
CAG
35
Csenge Advisory Group
Florida
$4.05M -$494K -6,834 -11%
HIA
36
Harbor Investment Advisory
Maryland
$3.98M +$72 +1 +0%
LPL Financial
37
LPL Financial
California
$3.91M -$44.3K -613 -1%
Cambridge Investment Research Advisors
38
Cambridge Investment Research Advisors
Iowa
$3.13M +$518K +7,166 +21%
IWC
39
Integrated Wealth Concepts
Massachusetts
$3.1M +$16.9K +234 +0.6%
Citadel Advisors
40
Citadel Advisors
Florida
$2.88M +$2.53M +34,932 +1,222%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.85M +$444K +6,146 +20%
OC
42
Oppenheimer & Co
New York
$2.69M +$33.1K +457 +1%
FI
43
FWG Investments
Kentucky
$2.51M +$13.4K +185 +0.6%
Mariner
44
Mariner
Kansas
$2.44M +$1.28M +17,729 +125%
RFG
45
REAP Financial Group
Texas
$2.39M -$107K -1,474 -4%
GWMIA
46
Global Wealth Management Investment Advisory
Florida
$2.17M -$151K -2,085 -7%
HighTower Advisors
47
HighTower Advisors
Illinois
$2.06M -$1.32M -18,226 -40%
SAW
48
Signal Advisors Wealth
Michigan
$1.9M +$1.29M +17,774 +250%
Northwestern Mutual Wealth Management
49
Northwestern Mutual Wealth Management
Wisconsin
$1.8M
FIA
50
Foundations Investment Advisors
Arizona
$1.79M -$43.8K -605 -3%