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iShares Russell Top 200 Value ETF

135 hedge funds and large institutions have $1.97B invested in iShares Russell Top 200 Value ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
16
Increased
37
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SF
76
Synovus Financial
Georgia
$500K 7,653 -255 -3%
PCA
77
Pallas Capital Advisors
Massachusetts
$485K 7,707
OWA
78
One Wealth Advisors
California
$413K 6,316 -24 -0.4%
GG
79
GenWealth Group
New Jersey
$381K 5,836
OHIS
80
Oak Harvest Investment Services
Texas
$379K 5,805 +2,538 +78%
TRCT
81
Tower Research Capital (TRC)
New York
$378K 5,776 +438 +8%
Citadel Advisors
82
Citadel Advisors
Florida
$365K 5,580 +800 +17%
Franklin Resources
83
Franklin Resources
California
$350K 5,348
GT
84
Glenmede Trust
Pennsylvania
$342K 5,235
Jane Street
85
Jane Street
New York
$338K 5,169 -7,339 -59%
JWCA
86
J.W. Cole Advisors
Florida
$328K 5,017
LWANC
87
Laurel Wealth Advisors (North Carolina)
North Carolina
$301K 4,600
BBHC
88
Brown Brothers Harriman & Co
New York
$298K 4,564
SWM
89
Silverlake Wealth Management
Vermont
$278K 4,250
WA
90
WBH Advisory
Maryland
$262K 4,002 +63 +2%
MCM
91
MAI Capital Management
Ohio
$260K 3,977
Fidelity Investments
92
Fidelity Investments
Massachusetts
$258K 3,947 -474 -11%
ACA
93
Anchor Capital Advisors
Massachusetts
$248K 3,795
PFG
94
Pacific Financial Group
Washington
$248K 3,793 -24 -0.6%
QCM
95
QRG Capital Management
Illinois
$247K 3,779 +3,779 New
BA
96
Ballast Advisors
Minnesota
$236K 3,606
Janney Montgomery Scott
97
Janney Montgomery Scott
Pennsylvania
$229K 3,496 +3,496 New
SIS
98
Sound Income Strategies
Florida
$222K 3,400 -130 -4%
Renaissance Technologies
99
Renaissance Technologies
New York
$222K 3,400 -5,300 -61%
William Blair & Company
100
William Blair & Company
Illinois
$216K 3,305