IWX icon

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 %
ACA
101
Anchor Capital Advisors
Massachusetts
$284K 3,720 -75 -2%
PFG
102
Pacific Financial Group
Washington
$282K 3,697 -99 -3%
BA
103
Ballast Advisors
Minnesota
$275K 3,606
FA
104
FSA Advisors
Michigan
$261K 3,418 +51 +2%
Janney Montgomery Scott
105
Janney Montgomery Scott
Pennsylvania
$258K 3,383
William Blair & Company
106
William Blair & Company
Illinois
$252K 3,305
CA
107
Continuum Advisory
Idaho
$235K 3,120
KAS
108
Kestra Advisory Services
Texas
$233K 3,049 +3,049 New
LIA
109
LifePlan Investment Advisors
North Carolina
$215K 2,822 +2,822 New
ACA
110
Affinity Capital Advisors
California
$209K 2,736 +2,736 New
Osaic Holdings
111
Osaic Holdings
Arizona
$205K 2,683 -4,773 -64%
Cerity Partners
112
Cerity Partners
New York
$201K 2,629 +2,629 New
FHA
113
First Horizon Advisors
Tennessee
$200K 2,626 -77 -3%
RFC
114
Regions Financial Corp
Alabama
$200K 2,623 +2,623 New
1832 Asset Management
115
1832 Asset Management
Ontario, Canada
$176K 2,308
OLVIG
116
Oliver Lagore Vanvalin Investment Group
Michigan
$175K 2,296 -1,431 -38%
Franklin Resources
117
Franklin Resources
California
$170K 2,225 -2,343 -51%
SIS
118
Sound Income Strategies
Florida
$163K 2,137 +37 +2%
Carson Wealth (CWM LLC)
119
Carson Wealth (CWM LLC)
Nebraska
$156K 2,038 -25 -1%
SC
120
SouthState Corp
Florida
$145K 1,898
KFI
121
Key Financial Inc
Pennsylvania
$137K 1,795
MPWT
122
MassMutual Private Wealth & Trust
Connecticut
$123K 1,615 +1,615 New
BFPW
123
BOK Financial Private Wealth
Colorado
$123K 1,611
Qube Research & Technologies (QRT)
124
Qube Research & Technologies (QRT)
United Kingdom
$95.9K 1,257 -181 -13%
TAM
125
Tucker Asset Management
Colorado
$94.3K 1,235 +951 +335%