We are live on ! Find out more
IWX icon

iShares Russell Top 200 Value ETF

106 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 Value ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

8% more funds holding

Funds holding: 98106 (+8)

2% more capital invested

Capital invested by funds: $1.35B → $1.38B (+$28.4M)

0.41% more ownership

Funds ownership: 107.57%107.98% (+0.41%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.67%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
34
Reduced
29
Closed
7
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Goldman Sachs
76
Goldman Sachs
New York
$227K -$1.61M -23,260 -88%
ASN
77
Advisory Services Network
Georgia
$226K +$224K +3,247 New
MI
78
Moneywise Inc
Virginia
$219K +$415 +6 +0.2%
CA
79
Cetera Advisors
Colorado
$219K +$217K +3,141 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$210K
CA
81
Continuum Advisory
Idaho
$201K
CWM
82
Curi Wealth Management
North Carolina
$201K +$899 +13 +0.5%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$161K
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$161K +$160K +2,308 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$156K
KFI
86
Key Financial Inc
Pennsylvania
$154K
TF
87
TimeScale Financial
Massachusetts
$153K +$152K +2,194 New
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$125K -$102K -1,475 -45%
FHA
89
First Horizon Advisors
Tennessee
$86K
GWSG
90
GPS Wealth Strategies Group
Colorado
$82K
GI
91
Gradient Investments
Minnesota
$63K -$46.2K -669 -43%
US Bancorp
92
US Bancorp
Minnesota
$62K
APC
93
Aspire Private Capital
North Carolina
$62K +$61K +883 New
SWM
94
Spire Wealth Management
Virginia
$53K
APA
95
American Portfolios Advisors
New York
$39.8K
MAWCM
96
Mine & Arao Wealth Creation & Management
California
$35K
AIM
97
Anchor Investment Management
South Carolina
$27.9K
CFGS
98
Concourse Financial Group Securities
Alabama
$21K +$2.77K +40 +16%
TAM
99
Tucker Asset Management
Colorado
$13.6K +$6.57K +95 +95%
Simplex Trading
100
Simplex Trading
Illinois
$13K +$13.8K +199 New