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iShares Russell Top 200 Value ETF

192 hedge funds and large institutions have $3.57B invested in iShares Russell Top 200 Value ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
192
Holders Change
+38
Holders Change %
+24.68%
% of All Funds
2.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
50
Increased
55
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
RJFSA
51
Raymond James Financial Services Advisors
Florida
$3.48M 42,810 +8,359 +24%
IWC
52
Integrated Wealth Concepts
Massachusetts
$3.41M 41,969 +376 +0.9%
SWA
53
SOA Wealth Advisors
New York
$3.37M 41,500 -3,334 -7%
OC
54
Oppenheimer & Co
New York
$2.98M 36,653 +369 +1%
Mariner
55
Mariner
Kansas
$2.53M 31,117 +230 +0.7%
FI
56
FWG Investments
Kentucky
$2.5M 30,709 -118 -0.4%
GWMIA
57
Global Wealth Management Investment Advisory
Florida
$2.16M 26,607 -397 -1%
VOYA Investment Management
58
VOYA Investment Management
Georgia
$2.13M 26,208 -108,518 -81%
CAM
59
Cresset Asset Management
Illinois
$1.9M 23,380 +23,380 New
FIA
60
Foundations Investment Advisors
Arizona
$1.9M 23,371 +6,215 +36%
KFS
61
Kelly Financial Services
Massachusetts
$1.82M 22,436 +22,436 New
Northwestern Mutual Wealth Management
62
Northwestern Mutual Wealth Management
Wisconsin
$1.77M 21,738 +371 +2%
Rockefeller Capital Management
63
Rockefeller Capital Management
New York
$1.76M 21,684 +76 +0.4%
CCB
64
Country Club Bank
Missouri
$1.71M 21,058 -595 -3%
CRI
65
Colonial River Investments
Virginia
$1.64M 20,199 +20,199 New
AWM
66
Axxcess Wealth Management
California
$1.63M 20,114 +20,114 New
PAG
67
Private Advisor Group
New Jersey
$1.57M 19,351 +19,351 New
PFG
68
Peterson Financial Group
Iowa
$1.43M 17,565 -1,601 -8%
WPW
69
Waldron Private Wealth
Pennsylvania
$1.41M 17,308
Susquehanna International Group
70
Susquehanna International Group
Pennsylvania
$1.41M 17,294 -56,864 -77%
AWMNH
71
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.4M 17,361 -151 -0.9%
CIAS
72
CFS Investment Advisory Services
New Jersey
$1.33M 16,397 +1,206 +8%
GWM
73
Geneos Wealth Management
Colorado
$1.28M 15,691 +15,691 New
Goldman Sachs
74
Goldman Sachs
New York
$1.24M 15,294 -1,137 -7%
VVP
75
Venture Visionary Partners
Ohio
$1.21M 14,837 +34 +0.2%