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iShares Russell Top 200 Value ETF

145 hedge funds and large institutions have $2.06B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.13%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
20
Increased
42
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Osaic Holdings
76
Osaic Holdings
Arizona
$523K 7,456 -7,119 -49%
MWM
77
Maripau Wealth Management
Indiana
$522K 7,440 -800 -10%
SAW
78
Signal Advisors Wealth
Michigan
$498K 7,097 +7,097 New
FTUS
79
Flow Traders U.S.
New York
$484K 6,891 -1,636 -19%
PFS
80
Prospera Financial Services
Texas
$477K 6,801 -900 -12%
OWA
81
One Wealth Advisors
California
$437K 6,224 -92 -1%
GG
82
GenWealth Group
New Jersey
$410K 5,836
AWA
83
Arkadios Wealth Advisors
Georgia
$408K 5,814 +5,814 New
GT
84
Glenmede Trust
Pennsylvania
$367K 5,235
LWL
85
Leo Wealth LLC
Texas
$365K 4,946 +4,946 New
JWCA
86
J.W. Cole Advisors
Florida
$357K 5,083 +66 +1%
Bank of Montreal
87
Bank of Montreal
Ontario, Canada
$356K 5,066 +5,053 +38,869%
MCM
88
MAI Capital Management
Ohio
$354K 5,040 +1,063 +27%
OHIS
89
Oak Harvest Investment Services
Texas
$348K 4,966 -839 -14%
WA
90
WBH Advisory
Maryland
$344K 4,904 +902 +23%
MWM
91
Meridian Wealth Management
Kentucky
$341K 4,865 -4,829 -50%
CT
92
Colonial Trust
South Carolina
$330K 4,704 +3,269 +228%
SS
93
Simplicity Solutions
Minnesota
$325K 4,633 +4,633 New
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$323K 4,600
Franklin Resources
95
Franklin Resources
California
$321K 4,568 -780 -15%
BBHC
96
Brown Brothers Harriman & Co
New York
$320K 4,564
OIA
97
OneDigital Investment Advisors
Kansas
$312K 4,445 -10,586 -70%
SWM
98
Silverlake Wealth Management
Vermont
$298K 4,250
Fidelity Investments
99
Fidelity Investments
Massachusetts
$298K 4,248 +301 +8%
PFG
100
Pacific Financial Group
Washington
$266K 3,796 +3 +0.1%