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iShares Russell Top 200 Value ETF

145 hedge funds and large institutions have $2.06B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.13%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
20
Increased
42
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PFG
51
Peterson Financial Group
Iowa
$1.45M 20,672 +3,118 +18%
BWM
52
Baystate Wealth Management
Massachusetts
$1.42M 20,175 -777 -4%
AWMNH
53
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.22M 17,414 -1,192 -6%
WPW
54
Waldron Private Wealth
Pennsylvania
$1.21M 17,308
MCWS
55
McKinley Carter Wealth Services
West Virginia
$1.2M 17,163 -22,846 -57%
MAC
56
Mason & Associates (California)
California
$1.12M 15,993 -331,380 -95%
SEM
57
Strategic Equity Management
Arizona
$1.08M 15,326 -129,365 -89%
PNC Financial Services Group
58
PNC Financial Services Group
Pennsylvania
$1.07M 15,278
CCB
59
Country Club Bank
Missouri
$1.06M 15,115
VVP
60
Venture Visionary Partners
Ohio
$1.03M 14,735 +98 +0.7%
Renaissance Technologies
61
Renaissance Technologies
New York
$1M 14,300 +10,900 +321%
Mariner
62
Mariner
Kansas
$995K 14,177 +2,114 +18%
SB
63
Strategic Blueprint
Georgia
$963K 13,730 +13,730 New
Envestnet Asset Management
64
Envestnet Asset Management
Illinois
$929K 13,246 -109 -0.8%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$805K 11,466
M&T Bank
66
M&T Bank
New York
$719K 10,250
KBFS
67
Kohmann Bosshard Financial Services
Ohio
$659K 9,398
MW
68
MBL Wealth
North Carolina
$639K 9,100 -120 -1%
PCP
69
Proficio Capital Partners
Massachusetts
$601K 8,571 -125 -1%
VFG
70
Victory Financial Group
Texas
$585K 8,337 +8,337 New
CCG
71
Catalina Capital Group
California
$573K 8,170 +8,170 New
LAS
72
Lloyd Advisory Services
Georgia
$547K 7,792 +7,792 New
SF
73
Synovus Financial
Georgia
$537K 7,653
CWA
74
Clarus Wealth Advisors
Arizona
$534K 7,693 +7,693 New
PA
75
Pineridge Advisors
Missouri
$532K 7,575 +7,575 New