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iShares Russell Top 200 Value ETF

114 hedge funds and large institutions have $1.58B invested in iShares Russell Top 200 Value ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

125% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 8

46% more repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 28

20% more funds holding in top 10

Funds holding in top 10: 56 (+1)

17.63% more ownership

Funds ownership: 107.98%125.6% (+18%)

14% more capital invested

Capital invested by funds: $1.38B → $1.58B (+$198M)

8% more funds holding

Funds holding: 106114 (+8)

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.92%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
41
Reduced
28
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VVP
51
Venture Visionary Partners
Ohio
$940K +$791 +12 +0.1%
M&T Bank
52
M&T Bank
New York
$717K
KBFS
53
Kohmann Bosshard Financial Services
Ohio
$581K
SIS
54
Sound Income Strategies
Florida
$556K -$75.8K -1,150 -11%
EH
55
Equitable Holdings
New York
$546K
CW
56
CreativeOne Wealth
Kansas
$542K +$33.4K +507 +6%
OMC
57
Old Mission Capital
Illinois
$532K +$568K +8,617 New
IA
58
IFP Advisors
Florida
$515K
GT
59
Glenmede Trust
Pennsylvania
$509K +$3.3K +50 +0.6%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$498K +$379K +5,751 +249%
SF
61
Synovus Financial
Georgia
$488K -$160K -2,432 -24%
PCA
62
Pallas Capital Advisors
Massachusetts
$488K
CWA
63
Clarus Wealth Advisors
Arizona
$416K +$7.06K +107 +2%
LAS
64
Lloyd Advisory Services
Georgia
$414K -$138K -2,085 -24%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$414K -$60.5K -917 -12%
GG
66
GenWealth Group
New Jersey
$361K
FIA
67
Foundations Investment Advisors
Arizona
$349K -$6.59K -100 -2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$339K +$25.9K +393 +8%
Franklin Resources
69
Franklin Resources
California
$330K -$57.6K -874 -14%
TF
70
TimeScale Financial
Massachusetts
$314K +$191K +2,891 +132%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$304K +$9.83K +149 +3%
JWCA
72
J.W. Cole Advisors
Florida
$303K +$15.4K +233 +5%
MWM
73
Meridian Wealth Management
Kentucky
$292K +$312K +4,730 New
NA
74
NewEdge Advisors
Louisiana
$290K +$310K +4,700 New
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$284K