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iShares Russell Top 200 Value ETF
59 hedge funds and large institutions have $588M invested in iShares Russell Top 200 Value ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 4 closing their positions.
New
Increased
Maintained
Reduced
Closed
145% more repeat investments, than reductions
Existing positions increased: 27 | Existing positions reduced: 11
58% more capital invested
Capital invested by funds: $372M → $588M (+$216M)
25% more funds holding in top 10
Funds holding in top 10: 4 → 5 (+1)
13.39% more ownership
Funds ownership: 97.51% → 110.9% (+13%)
0% more funds holding
Funds holding: 59 → 59 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
4
Increased
27
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
CFGS
51
Concourse Financial Group Securities
Birmingham,
Alabama
| $11K | – | – | – |
|
|
SFS
52
Sowell Financial Services
North Little Rock,
Arkansas
| $10K | +$48 | +1 | +0.5% |
|
|
FANJ
53
Financial Architects (New Jersey)
Marlton,
New Jersey
| $7K | – | – | – |
|
|
KPW
54
Kore Private Wealth
New York
| $7K | – | – | – |
|
|
MRCM
55
M&R Capital Management
Summit,
New Jersey
| $5K | – | – | – |
|
|
AWM
56
Avior Wealth Management
Omaha,
Nebraska
| $3K | +$3.43K | +71 | New |
|
57
BlackRock
New York
| $2K | – | – | – |
|
|
APA
58
American Portfolios Advisors
Holbrook,
New York
| $391 | – | – | – |
|
|
DK
59
Darrell & King
Charlottesville,
Virginia
| – | -$212K | -4,805 | Closed |
|
|
CAN
60
Claraphi Advisory Network
Aliso Viejo,
United States
| – | -$24K | -535 | Closed |
|
|
PB
61
Pinnacle Bancorp
Beatrice,
Nebraska
| – | -$7K | -163 | Closed |
|
|
ASN
62
Advisory Services Network
Atlanta,
Georgia
| – | -$1K | -26 | Closed |
|