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iShares Russell Top 200 Value ETF

192 hedge funds and large institutions have $3.57B invested in iShares Russell Top 200 Value ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
192
Holders Change
+38
Holders Change %
+24.68%
% of All Funds
2.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
50
Increased
55
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
NA
26
NewEdge Advisors
Louisiana
$14.7M 180,592 +19,958 +12%
Morgan Stanley
27
Morgan Stanley
New York
$14.2M 174,887 +29,690 +20%
Wells Fargo
28
Wells Fargo
California
$13.9M 170,785 -3,550 -2%
KFG
29
Kingdom Financial Group
Arizona
$13.6M 167,816 -872 -0.5%
Osaic Holdings
30
Osaic Holdings
Arizona
$13M 160,042 +157,226 +5,583%
BMCM
31
Bryn Mawr Capital Management
Pennsylvania
$12.4M 152,306 +13,724 +10%
HBS
32
Howard Bailey Securities
Indiana
$12.3M 151,652 +151,652 New
KPWS
33
Kestra Private Wealth Services
Texas
$11.8M 145,752 +5,983 +4%
HGWM
34
Horst & Graben Wealth Management
Oregon
$10.2M 125,626 -30,382 -19%
SA
35
Sanctuary Advisors
Indiana
$8.73M 103,638 -5,758 -5%
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$8.51M 104,734 +1,990 +2%
SW
37
Simplicity Wealth
New Jersey
$7.94M 97,649 -2,304 -2%
SWM
38
SigFig Wealth Management
California
$7.31M 90,236 +90,236 New
Prudential Financial
39
Prudential Financial
New Jersey
$6.7M 82,393 +82,393 New
CWA
40
Centennial Wealth Advisory
Michigan
$6.56M 80,757 +80,757 New
AWS
41
Atria Wealth Solutions
New York
$6.37M 78,347 +78,347 New
HighTower Advisors
42
HighTower Advisors
Illinois
$5.94M 73,013 +56,181 +334%
GI
43
GLOBALT Investments
Georgia
$5.67M 69,789 -2,014 -3%
BRWA
44
B. Riley Wealth Advisors
Florida
$5.56M 68,762 +68,762 New
RJA
45
Raymond James & Associates
Florida
$5.18M 63,767 -333 -0.5%
CAG
46
Csenge Advisory Group
Florida
$5.08M 61,747 +8,807 +17%
Cambridge Investment Research Advisors
47
Cambridge Investment Research Advisors
Iowa
$4.99M 61,373 +7,809 +15%
HIA
48
Harbor Investment Advisory
Maryland
$4.11M 50,629 +1 +0%
BNP Paribas Financial Markets
49
BNP Paribas Financial Markets
France
$4.06M 50,000 +49,996 +1,249,900%
PAS
50
Park Avenue Securities
New York
$3.49M 42,950 +42,950 New