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iShares Russell Top 200 Value ETF

117 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
34
Reduced
26
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CW
76
CreativeOne Wealth
Kansas
$269K 4,653 -4,119 -47%
LWANC
77
Laurel Wealth Advisors (North Carolina)
North Carolina
$265K 4,600
Fidelity Investments
78
Fidelity Investments
Massachusetts
$258K 4,476 -437 -9%
MWM
79
Meridian Wealth Management
Kentucky
$258K 4,466 -264 -6%
WA
80
WBH Advisory
Maryland
$253K 4,381 +450 +11%
SW
81
Simplicity Wealth
New Jersey
$246K 4,267 +4,267 New
SWM
82
Silverlake Wealth Management
Vermont
$245K 4,250
PFS
83
Prospera Financial Services
Texas
$240K 4,151
Jane Street
84
Jane Street
New York
$237K 4,114 +4,114 New
PFG
85
Pacific Financial Group
Washington
$235K 4,065 -193 -5%
MCM
86
MAI Capital Management
Ohio
$230K 3,977
Northern Trust
87
Northern Trust
Illinois
$229K 3,973 +3,973 New
PNC Financial Services Group
88
PNC Financial Services Group
Pennsylvania
$224K 3,887 -88 -2%
ACA
89
Anchor Capital Advisors
Massachusetts
$219K 3,795
FHA
90
First Horizon Advisors
Tennessee
$218K 3,779 +1,239 +49%
BA
91
Ballast Advisors
Minnesota
$193K 3,338
William Blair & Company
92
William Blair & Company
Illinois
$191K 3,305
Carson Wealth (CWM LLC)
93
Carson Wealth (CWM LLC)
Nebraska
$130K 2,261 -5,800 -72%
KFI
94
Key Financial Inc
Pennsylvania
$128K 2,211
BFPW
95
BOK Financial Private Wealth
Colorado
$105K 1,811
EWA
96
EverSource Wealth Advisors
Alabama
$105K 1,827 +1,827 New
GWSG
97
GPS Wealth Strategies Group
Colorado
$68K 1,177
GI
98
Gradient Investments
Minnesota
$52K 903
US Bancorp
99
US Bancorp
Minnesota
$51K 886
SWM
100
Spire Wealth Management
Virginia
$44K 758