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iShares Russell Top 200 Value ETF

146 hedge funds and large institutions have $2.41B invested in iShares Russell Top 200 Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 44 increasing their positions, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $2.04B → $2.41B (+$362M)

0% more funds holding

Funds holding: 146146 (0)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.69% less ownership

Funds ownership: 113.51%112.82% (-0.69%)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
146
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
15
Increased
44
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
OWA
76
One Wealth Advisors
California
$475K
GG
77
GenWealth Group
New Jersey
$445K
AWA
78
Arkadios Wealth Advisors
Georgia
$444K
FTUS
79
Flow Traders U.S.
New York
$440K -$81.4K -1,125 -16%
BFA
80
Beaumont Financial Advisors
Massachusetts
$415K +$394K +5,442 New
GT
81
Glenmede Trust
Pennsylvania
$415K +$14.9K +206 +4%
Fidelity Investments
82
Fidelity Investments
Massachusetts
$404K +$75.3K +1,041 +25%
TRCT
83
Tower Research Capital (TRC)
New York
$398K +$313K +4,330 +490%
JWCA
84
J.W. Cole Advisors
Florida
$397K +$8.32K +115 +2%
Bank of Montreal
85
Bank of Montreal
Ontario, Canada
$387K
MCM
86
MAI Capital Management
Ohio
$385K
CW
87
CreativeOne Wealth
Kansas
$375K +$355K +4,914 New
WA
88
WBH Advisory
Maryland
$374K -$72 -1 -0%
MWM
89
Meridian Wealth Management
Kentucky
$372K +$579 +8 +0.2%
OHIS
90
Oak Harvest Investment Services
Texas
$371K -$7.38K -102 -2%
PA
91
Pineridge Advisors
Missouri
$362K -$204K -2,826 -37%
CT
92
Colonial Trust
South Carolina
$359K
LWL
93
Leo Wealth LLC
Texas
$357K -$18.9K -261 -5%
LWANC
94
Laurel Wealth Advisors (North Carolina)
North Carolina
$351K
BBHC
95
Brown Brothers Harriman & Co
New York
$348K
GS
96
GTS Securities
New York
$342K +$324K +4,480 New
CAPTRUST Financial Advisors
97
CAPTRUST Financial Advisors
North Carolina
$340K -$2.27M -31,349 -88%
SWM
98
Silverlake Wealth Management
Vermont
$324K
OIA
99
OneDigital Investment Advisors
Kansas
$310K -$27.3K -378 -9%
PCA
100
Pallas Capital Advisors
Massachusetts
$288K