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iShares Russell Top 200 Value ETF

89 hedge funds and large institutions have $1.28B invested in iShares Russell Top 200 Value ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

3% more capital invested

Capital invested by funds: $1.24B → $1.28B (+$34.8M)

0.6% more ownership

Funds ownership: 107.6%108.2% (+0.6%)

0% more funds holding in top 10

Funds holding in top 10: 55 (0)

0% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 10

2% less funds holding

Funds holding: 9189 (-2)

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.09%
New
10
Increased
32
Reduced
17
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SWM
76
Spire Wealth Management
Virginia
$50K
Qube Research & Technologies (QRT)
77
Qube Research & Technologies (QRT)
United Kingdom
$47K +$32.5K +484 +206%
APA
78
American Portfolios Advisors
New York
$37.7K
SFPG
79
Stonebridge Financial Planning Group
Florida
$34K
MAWCM
80
Mine & Arao Wealth Creation & Management
California
$33K
AIM
81
Anchor Investment Management
South Carolina
$26.3K
NFG
82
Next Financial Group
Texas
$22K +$1.34K +20 +6%
HI
83
Harbour Investments
Wisconsin
$18K
CFGS
84
Concourse Financial Group Securities
Alabama
$17K
AWM
85
Avior Wealth Management
Nebraska
$17K +$13.2K +196 +268%
CPC
86
Consolidated Planning Corp
Georgia
$9K +$9.62K +143 New
MRCM
87
M&R Capital Management
New Jersey
$7K
TAM
88
Tucker Asset Management
Colorado
$6.89K +$6.72K +100 New
BlackRock
89
BlackRock
New York
$2K
FTUS
90
Flow Traders U.S.
New York
-$2.85M -42,839 Closed
T
91
TRUADVICE
Florida
-$2.68M -40,048 Closed
SS
92
Simplicity Solutions
Minnesota
-$261K -3,929 Closed
CWM
93
Curi Wealth Management
North Carolina
-$213K -3,217 Closed
Northern Trust
94
Northern Trust
Illinois
-$201K -3,025 Closed
Janney Montgomery Scott
95
Janney Montgomery Scott
Pennsylvania
-$200K -3,015 Closed
ASN
96
Advisory Services Network
Georgia
-$102K -1,537 Closed
APC
97
Aspire Private Capital
North Carolina
-$37K -561 Closed
AAP
98
Arax Advisory Partners
Colorado
-$16K -247 Closed
Barclays
99
Barclays
United Kingdom
-$13K -202 Closed