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iShares Russell Top 200 Value ETF

154 hedge funds and large institutions have $2.43B invested in iShares Russell Top 200 Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
27
Increased
37
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$601K 8,030
D.E. Shaw & Co
77
D.E. Shaw & Co
New York
$554K 7,408 +7,408 New
PFS
78
Prospera Financial Services
Texas
$509K 6,801
CWA
79
Clarus Wealth Advisors
Arizona
$507K 6,710 -651 -9%
PCP
80
Proficio Capital Partners
Massachusetts
$453K 6,050 -2,346 -28%
GG
81
GenWealth Group
New Jersey
$437K 5,836
AWA
82
Arkadios Wealth Advisors
Georgia
$435K 5,814
OWA
83
One Wealth Advisors
California
$425K 5,586 -638 -10%
OIA
84
OneDigital Investment Advisors
Kansas
$419K 5,602 +1,535 +38%
BFA
85
Beaumont Financial Advisors
Massachusetts
$407K 5,442
GT
86
Glenmede Trust
Pennsylvania
$407K 5,441
1832 Asset Management
87
1832 Asset Management
Ontario, Canada
$401K 5,353 +3,045 +132%
MWM
88
Maripau Wealth Management
Indiana
$397K 5,309 -1,573 -23%
CAPTRUST Financial Advisors
89
CAPTRUST Financial Advisors
North Carolina
$391K 5,223 +764 +17%
JWCA
90
J.W. Cole Advisors
Florida
$384K 5,131 -67 -1%
Bank of Montreal
91
Bank of Montreal
Ontario, Canada
$383K 5,066
MCM
92
MAI Capital Management
Ohio
$377K 5,040
LWL
93
Leo Wealth LLC
Texas
$358K 4,807 +122 +3%
PA
94
Pineridge Advisors
Missouri
$352K 4,700 -49 -1%
OHIS
95
Oak Harvest Investment Services
Texas
$348K 4,657 -207 -4%
WA
96
WBH Advisory
Maryland
$344K 4,604 -299 -6%
LWANC
97
Laurel Wealth Advisors (North Carolina)
North Carolina
$344K 4,600
BBHC
98
Brown Brothers Harriman & Co
New York
$341K 4,564
SWM
99
Silverlake Wealth Management
Vermont
$318K 4,250
BOSSRA
100
B.O.S.S. Retirement Advisors
Utah
$292K 3,904 +3,904 New