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iShares Russell Top 200 Value ETF

106 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 Value ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

8% more funds holding

Funds holding: 98106 (+8)

2% more capital invested

Capital invested by funds: $1.35B → $1.38B (+$28.4M)

0.41% more ownership

Funds ownership: 107.57%107.98% (+0.41%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
34
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CW
51
CreativeOne Wealth
Kansas
$576K +$6.71K +97 +1%
GT
52
Glenmede Trust
Pennsylvania
$571K +$324K +4,693 +134%
PCA
53
Pallas Capital Advisors
Massachusetts
$535K -$88.6K -1,282 -14%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$531K
IA
55
IFP Advisors
Florida
$515K +$698K +10,103 New
CWA
56
Clarus Wealth Advisors
Arizona
$459K +$31.8K +460 +8%
Franklin Resources
57
Franklin Resources
California
$433K -$27.6K -400 -6%
GG
58
GenWealth Group
New Jersey
$406K
KCA
59
Karn Couzens & Associates
Connecticut
$404K +$401K +5,800 New
FIA
60
Foundations Investment Advisors
Arizona
$397K +$69 +1 +0%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$354K +$113K +1,629 +47%
KJHP
62
K.J. Harrison & Partners
Ontario, Canada
$348K +$346K +5,000 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$332K -$11.5K -166 -3%
SCM
64
Southport Capital Management
Tennessee
$329K +$1.45K +21 +0.4%
JWCA
65
J.W. Cole Advisors
Florida
$326K +$22.4K +324 +7%
LWANC
66
Laurel Wealth Advisors (North Carolina)
North Carolina
$320K +$318K +4,600 New
9WM
67
9258 Wealth Management
Ohio
$299K +$296K +4,286 New
SWM
68
Silverlake Wealth Management
Vermont
$296K
PFG
69
Pacific Financial Group
Washington
$296K +$553 +8 +0.2%
PFS
70
Prospera Financial Services
Texas
$292K
MCM
71
MAI Capital Management
Ohio
$277K
WA
72
WBH Advisory
Maryland
$267K
ACA
73
Anchor Capital Advisors
Massachusetts
$264K
BA
74
Ballast Advisors
Minnesota
$232K
William Blair & Company
75
William Blair & Company
Illinois
$230K