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iShares Russell Top 200 Value ETF

146 hedge funds and large institutions have $2.41B invested in iShares Russell Top 200 Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $2.04B → $2.41B (+$362M)

0% more funds holding

Funds holding: 146146 (0)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.69% less ownership

Funds ownership: 113.51%112.82% (-0.69%)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
146
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
15
Increased
44
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AFP
51
Ausdal Financial Partners
Iowa
$1.76M +$58.4K +808 +4%
AI
52
Atria Investments
North Carolina
$1.7M -$363K -5,024 -18%
Rockefeller Capital Management
53
Rockefeller Capital Management
New York
$1.64M +$13.3K +184 +0.9%
PFG
54
Peterson Financial Group
Iowa
$1.51M -$61.3K -847 -4%
Renaissance Technologies
55
Renaissance Technologies
New York
$1.47M +$354K +4,900 +34%
AWMNH
56
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.34M +$13.3K +184 +1%
WPW
57
Waldron Private Wealth
Pennsylvania
$1.32M
Goldman Sachs
58
Goldman Sachs
New York
$1.29M -$2.2M -30,407 -64%
Envestnet Asset Management
59
Envestnet Asset Management
Illinois
$1.28M +$251K +3,465 +26%
MCWS
60
McKinley Carter Wealth Services
West Virginia
$1.26M -$44.1K -610 -4%
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$1.18M +$8.61K +119 +0.8%
CCB
62
Country Club Bank
Missouri
$1.15M -$2.17K -30 -0.2%
VVP
63
Venture Visionary Partners
Ohio
$1.13M +$2.46K +34 +0.2%
SB
64
Strategic Blueprint
Georgia
$1.04M -$6.15K -85 -0.6%
M&T Bank
65
M&T Bank
New York
$782K
KBFS
66
Kohmann Bosshard Financial Services
Ohio
$717K
MAC
67
Mason & Associates (California)
California
$652K -$539K -7,452 -47%
MW
68
MBL Wealth
North Carolina
$641K -$50.6K -700 -8%
PCP
69
Proficio Capital Partners
Massachusetts
$641K -$12.7K -175 -2%
VFG
70
Victory Financial Group
Texas
$636K
Fifth Third Bancorp
71
Fifth Third Bancorp
Ohio
$613K -$248K -3,436 -30%
SF
72
Synovus Financial
Georgia
$574K -$9.55K -132 -2%
CWA
73
Clarus Wealth Advisors
Arizona
$549K -$24K -332 -4%
MWM
74
Maripau Wealth Management
Indiana
$525K -$40.4K -558 -8%
PFS
75
Prospera Financial Services
Texas
$519K