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iShares Russell Top 200 Value ETF

145 hedge funds and large institutions have $2.06B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.13%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
20
Increased
42
Reduced
46
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
ACA
101
Anchor Capital Advisors
Massachusetts
$266K 3,795
PCA
102
Pallas Capital Advisors
Massachusetts
$264K 3,768 -3,939 -51%
YWM
103
Yoder Wealth Management
California
$263K 3,741 +3,741 New
OLVIG
104
Oliver Lagore Vanvalin Investment Group
Michigan
$262K 3,727 -6,709 -64%
BA
105
Ballast Advisors
Minnesota
$253K 3,606
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$237K 3,383 -113 -3%
FA
107
FSA Advisors
Michigan
$236K 3,367 +3,367 New
William Blair & Company
108
William Blair & Company
Illinois
$232K 3,305
WP
109
WealthSource Partners
California
$222K 3,163 +3,163 New
CA
110
Continuum Advisory
Idaho
$219K 3,120
QCM
111
QRG Capital Management
Illinois
$207K 2,953 -826 -22%
Thrivent Financial for Lutherans
112
Thrivent Financial for Lutherans
Minnesota
$202K 2,878 +2,878 New
Citadel Advisors
113
Citadel Advisors
Florida
$201K 2,858 -2,722 -49%
FHA
114
First Horizon Advisors
Tennessee
$190K 2,703 -7 -0.3%
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$162K 2,308
SIS
116
Sound Income Strategies
Florida
$147K 2,100 -1,300 -38%
Carson Wealth (CWM LLC)
117
Carson Wealth (CWM LLC)
Nebraska
$145K 2,063
SC
118
SouthState Corp
Florida
$133K 1,898 +1,898 New
KFI
119
Key Financial Inc
Pennsylvania
$126K 1,795
CAM
120
Creekmur Asset Management
Illinois
$118K 1,680 +1,680 New
BFPW
121
BOK Financial Private Wealth
Colorado
$113K 1,611
Qube Research & Technologies (QRT)
122
Qube Research & Technologies (QRT)
United Kingdom
$101K 1,438 +181 +14%
GWSG
123
GPS Wealth Strategies Group
Colorado
$82.6K 1,177
US Bancorp
124
US Bancorp
Minnesota
$62.2K 886
TRCT
125
Tower Research Capital (TRC)
New York
$62K 884 -4,892 -85%