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iShares Russell Top 200 Value ETF

124 hedge funds and large institutions have $1.75B invested in iShares Russell Top 200 Value ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
1.98%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
10
Increased
42
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
76
CAPTRUST Financial Advisors
North Carolina
$333K 5,112 +5,112 New
JWCA
77
J.W. Cole Advisors
Florida
$325K 4,995 +25 +0.5%
LB
78
Leo Brokerage
Texas
$312K 4,771 +4,771 New
LWANC
79
Laurel Wealth Advisors (North Carolina)
North Carolina
$299K 4,600
BBHC
80
Brown Brothers Harriman & Co
New York
$297K 4,564 +4,564 New
SIS
81
Sound Income Strategies
Florida
$292K 4,483 -1,183 -21%
MWM
82
Meridian Wealth Management
Kentucky
$291K 4,466
Fidelity Investments
83
Fidelity Investments
Massachusetts
$284K 4,363 +136 +3%
SWM
84
Silverlake Wealth Management
Vermont
$277K 4,250
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$266K 4,090 +203 +5%
Northern Trust
86
Northern Trust
Illinois
$264K 4,055 -808 -17%
SAS
87
SMI Advisory Services
Indiana
$263K 4,042 +20 +0.5%
PFG
88
Pacific Financial Group
Washington
$262K 4,022 -80 -2%
MCM
89
MAI Capital Management
Ohio
$259K 3,977
WA
90
WBH Advisory
Maryland
$259K 3,973 +3,973 New
ACA
91
Anchor Capital Advisors
Massachusetts
$247K 3,795
BA
92
Ballast Advisors
Minnesota
$235K 3,606 +268 +8%
SW
93
SMART Wealth
Nebraska
$232K 3,563 -1,107 -24%
ASN
94
Advisory Services Network
Georgia
$220K 3,378 -16 -0.5%
William Blair & Company
95
William Blair & Company
Illinois
$215K 3,305
CA
96
Continuum Advisory
Idaho
$203K 3,120
FHA
97
First Horizon Advisors
Tennessee
$186K 2,860 -108 -4%
1832 Asset Management
98
1832 Asset Management
Ontario, Canada
$150K 2,308
Carson Wealth (CWM LLC)
99
Carson Wealth (CWM LLC)
Nebraska
$134K 2,063 +298 +17%
BFPW
100
BOK Financial Private Wealth
Colorado
$118K 1,811