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iShares Russell Top 200 Value ETF

130 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
17
Increased
37
Reduced
41
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
OHIS
101
Oak Harvest Investment Services
Texas
$220K 3,267 +3,267 New
TC
102
TownSquare Capital
Utah
$212K 3,150 +3,150 New
CA
103
Continuum Advisory
Idaho
$210K 3,120
FHA
104
First Horizon Advisors
Tennessee
$183K 2,710 -150 -5%
1832 Asset Management
105
1832 Asset Management
Ontario, Canada
$156K 2,308
Carson Wealth (CWM LLC)
106
Carson Wealth (CWM LLC)
Nebraska
$139K 2,063
KFI
107
Key Financial Inc
Pennsylvania
$121K 1,795
BFPW
108
BOK Financial Private Wealth
Colorado
$109K 1,611 -200 -11%
CT
109
Colonial Trust
South Carolina
$96.8K 1,435
GWSG
110
GPS Wealth Strategies Group
Colorado
$79.4K 1,177
US Bancorp
111
US Bancorp
Minnesota
$59.8K 886 -506 -36%
GI
112
Gradient Investments
Minnesota
$52.5K 778
SWM
113
Spire Wealth Management
Virginia
$51.1K 758
CMA
114
Cedar Mountain Advisors
Oregon
$49.4K 732
TF
115
Tompkins Financial
New York
$40.5K 600
MAWCM
116
Mine & Arao Wealth Creation & Management
California
$33.7K 500 -2 -0.4%
AIM
117
Anchor Investment Management
South Carolina
$27K 400
CFGS
118
Concourse Financial Group Securities
Alabama
$20K 297
DJSG
119
D.J. St. Germain
Massachusetts
$19.8K 294 +294 New
HI
120
Harbour Investments
Wisconsin
$19.2K 285 +1 +0.4%
CTWM
121
Cherry Tree Wealth Management
Minnesota
$18K 267 +267 New
CTA
122
Colonial Trust Advisors
South Carolina
$15K 222
IPW
123
Impact Partnership Wealth
Georgia
$10.8K 160 +160 New
FMII
124
Farmers & Merchants Investments Inc
Nebraska
$10.5K 156 +156 New
NMG
125
New Millennium Group
Utah
$8.92K 132 -167 -56%