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iShares Russell Top 200 Value ETF

131 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

80% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 10

17% more capital invested

Capital invested by funds: $1.75B → $2.04B (+$297M)

6% more funds holding

Funds holding: 124131 (+7)

5.2% more ownership

Funds ownership: 112.68%117.88% (+5.2%)

10% less repeat investments, than reductions

Existing positions increased: 37 | Existing positions reduced: 41

11% less funds holding in top 10

Funds holding in top 10: 98 (-1)

Holders
131
Holders Change
+7
Holders Change %
+5.65%
% of All Funds
2.06%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
18
Increased
37
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$1.5M
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.42M +$70.1K +1,066 +5%
OIA
53
OneDigital Investment Advisors
Kansas
$1.33M +$2.37K +36 +0.2%
TF
54
TimeScale Financial
Massachusetts
$1.33M +$2.37K +36 +0.2%
AWMNH
55
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M -$8.6M -130,785 -87%
CIAS
56
CFS Investment Advisory Services
New Jersey
$1.28M +$1.25M +19,060 New
PFG
57
Peterson Financial Group
Iowa
$1.2M +$11.8K +179 +1%
WPW
58
Waldron Private Wealth
Pennsylvania
$1.17M
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.03M +$736K +11,188 +274%
CCB
60
Country Club Bank
Missouri
$1.01M
VVP
61
Venture Visionary Partners
Ohio
$987K -$35.9K -546 -4%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$934K +$510K +7,754 +127%
TLFA
63
True Link Financial Advisors
California
$925K -$443K -6,732 -33%
Jane Street
64
Jane Street
New York
$844K +$822K +12,508 New
M&T Bank
65
M&T Bank
New York
$752K -$29.6K -450 -4%
Osaic Holdings
66
Osaic Holdings
Arizona
$717K -$51.3K -780 -7%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$695K -$2.83K -43 -0.4%
MWM
68
Maripau Wealth Management
Indiana
$662K -$98K -1,491 -13%
Mariner
69
Mariner
Kansas
$638K -$97K -1,475 -13%
KBFS
70
Kohmann Bosshard Financial Services
Ohio
$634K
SWA
71
SOA Wealth Advisors
New York
$625K +$609K +9,260 New
MW
72
MBL Wealth
North Carolina
$614K +$598K +9,100 New
Renaissance Technologies
73
Renaissance Technologies
New York
$587K +$572K +8,700 New
PCP
74
Proficio Capital Partners
Massachusetts
$586K -$39.5K -600 -6%
SF
75
Synovus Financial
Georgia
$533K