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iShares Russell Top 200 Value ETF

130 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
17
Increased
37
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CWA
76
Clarus Wealth Advisors
Arizona
$525K 7,903 -176 -2%
PCA
77
Pallas Capital Advisors
Massachusetts
$519K 7,707
PFS
78
Prospera Financial Services
Texas
$519K 7,701 -850 -10%
OWA
79
One Wealth Advisors
California
$428K 6,340 -302 -5%
CW
80
CreativeOne Wealth
Kansas
$415K 6,156 -2,182 -26%
GG
81
GenWealth Group
New Jersey
$394K 5,836
Franklin Resources
82
Franklin Resources
California
$361K 5,348
TRCT
83
Tower Research Capital (TRC)
New York
$360K 5,338 -8,915 -63%
GT
84
Glenmede Trust
Pennsylvania
$341K 5,235
JWCA
85
J.W. Cole Advisors
Florida
$338K 5,017 +22 +0.4%
Citadel Advisors
86
Citadel Advisors
Florida
$322K 4,780 +4,780 New
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$310K 4,600
BBHC
88
Brown Brothers Harriman & Co
New York
$308K 4,564
MWM
89
Meridian Wealth Management
Kentucky
$301K 4,466
CAPTRUST Financial Advisors
90
CAPTRUST Financial Advisors
North Carolina
$301K 4,459 -653 -13%
Fidelity Investments
91
Fidelity Investments
Massachusetts
$298K 4,421 +58 +1%
SWM
92
Silverlake Wealth Management
Vermont
$287K 4,250
MCM
93
MAI Capital Management
Ohio
$268K 3,977
WA
94
WBH Advisory
Maryland
$266K 3,939 -34 -0.9%
PFG
95
Pacific Financial Group
Washington
$257K 3,817 -205 -5%
ACA
96
Anchor Capital Advisors
Massachusetts
$256K 3,795
BA
97
Ballast Advisors
Minnesota
$243K 3,606
SIS
98
Sound Income Strategies
Florida
$238K 3,530 -953 -21%
ASN
99
Advisory Services Network
Georgia
$229K 3,397 +19 +0.6%
William Blair & Company
100
William Blair & Company
Illinois
$223K 3,305