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iShares Russell Top 200 Value ETF

145 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, 47 reducing their positions, and 11 closing their positions.

Holders
145
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.14%
New
15
Increased
44
Reduced
47
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
GG
76
GenWealth Group
New Jersey
$445K 5,836
AWA
77
Arkadios Wealth Advisors
Georgia
$444K 5,814
FTUS
78
Flow Traders U.S.
New York
$440K 5,766 -1,125 -16%
BFA
79
Beaumont Financial Advisors
Massachusetts
$415K 5,442 +5,442 New
GT
80
Glenmede Trust
Pennsylvania
$415K 5,441 +206 +4%
Fidelity Investments
81
Fidelity Investments
Massachusetts
$404K 5,289 +1,041 +25%
TRCT
82
Tower Research Capital (TRC)
New York
$398K 5,214 +4,330 +490%
JWCA
83
J.W. Cole Advisors
Florida
$397K 5,198 +115 +2%
Bank of Montreal
84
Bank of Montreal
Ontario, Canada
$387K 5,066
MCM
85
MAI Capital Management
Ohio
$385K 5,040
CW
86
CreativeOne Wealth
Kansas
$375K 4,914 +4,914 New
WA
87
WBH Advisory
Maryland
$374K 4,903 -1 -0%
MWM
88
Meridian Wealth Management
Kentucky
$372K 4,873 +8 +0.2%
OHIS
89
Oak Harvest Investment Services
Texas
$371K 4,864 -102 -2%
PA
90
Pineridge Advisors
Missouri
$362K 4,749 -2,826 -37%
CT
91
Colonial Trust
South Carolina
$359K 4,704
LWL
92
Leo Wealth LLC
Texas
$357K 4,685 -261 -5%
LWANC
93
Laurel Wealth Advisors (North Carolina)
North Carolina
$351K 4,600
BBHC
94
Brown Brothers Harriman & Co
New York
$348K 4,564
GS
95
GTS Securities
New York
$342K 4,480 +4,480 New
CAPTRUST Financial Advisors
96
CAPTRUST Financial Advisors
North Carolina
$340K 4,459 -31,349 -88%
SWM
97
Silverlake Wealth Management
Vermont
$324K 4,250
OIA
98
OneDigital Investment Advisors
Kansas
$310K 4,067 -378 -9%
PCA
99
Pallas Capital Advisors
Massachusetts
$288K 3,768
YWM
100
Yoder Wealth Management
California
$286K 3,741