IWX icon

iShares Russell Top 200 Value ETF

135 hedge funds and large institutions have $1.97B invested in iShares Russell Top 200 Value ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
16
Increased
37
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CA
101
Continuum Advisory
Idaho
$204K 3,120
ASN
102
Advisory Services Network
Georgia
$204K 3,119 -278 -8%
TC
103
TownSquare Capital
Utah
$200K 3,067 -83 -3%
FHA
104
First Horizon Advisors
Tennessee
$177K 2,710
BCM
105
BluePath Capital Management
Georgia
$175K 2,680 +2,680 New
1832 Asset Management
106
1832 Asset Management
Ontario, Canada
$151K 2,308
Carson Wealth (CWM LLC)
107
Carson Wealth (CWM LLC)
Nebraska
$135K 2,063
KFI
108
Key Financial Inc
Pennsylvania
$117K 1,795
BFPW
109
BOK Financial Private Wealth
Colorado
$106K 1,611
CT
110
Colonial Trust
South Carolina
$93.8K 1,435
Qube Research & Technologies (QRT)
111
Qube Research & Technologies (QRT)
United Kingdom
$82.2K 1,257 +1,257 New
GWSG
112
GPS Wealth Strategies Group
Colorado
$76.9K 1,177
US Bancorp
113
US Bancorp
Minnesota
$57.9K 886
SWM
114
Spire Wealth Management
Virginia
$49.6K 758
CMA
115
Cedar Mountain Advisors
Oregon
$47.9K 732
AWA
116
Authentikos Wealth Advisory
California
$41.6K 637 +637 New
MAWCM
117
Mine & Arao Wealth Creation & Management
California
$32.7K 500
GI
118
Gradient Investments
Minnesota
$28.7K 439 -339 -44%
AIM
119
Anchor Investment Management
South Carolina
$26.1K 400
Bessemer Group
120
Bessemer Group
New Jersey
$23K 350 +350 New
CFGS
121
Concourse Financial Group Securities
Alabama
$19.5K 297
BF
122
BOK Financial
Oklahoma
$19.3K 304 +304 New
DJSG
123
D.J. St. Germain
Massachusetts
$19.2K 294
HI
124
Harbour Investments
Wisconsin
$18.6K 285
CTWM
125
Cherry Tree Wealth Management
Minnesota
$17.5K 267