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iShares Russell Top 200 Value ETF

146 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, 48 reducing their positions, and 11 closing their positions.

New
Increased
Maintained
Reduced
Closed

36% more first-time investments, than exits

New positions opened: 15 | Existing positions closed: 11

18% more capital invested

Capital invested by funds: $2.04B → $2.41B (+$362M)

0% more funds holding

Funds holding: 146146 (0)

0% more funds holding in top 10

Funds holding in top 10: 1111 (0)

0.69% less ownership

Funds ownership: 113.51%112.82% (-0.69%)

8% less repeat investments, than reductions

Existing positions increased: 44 | Existing positions reduced: 48

Holders
146
Holders Change
Holders Change %
0%
% of All Funds
2.1%
Holding in Top 10
11
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.16%
New
15
Increased
44
Reduced
48
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
YWM
101
Yoder Wealth Management
California
$286K
ACA
102
Anchor Capital Advisors
Massachusetts
$284K -$5.42K -75 -2%
PFG
103
Pacific Financial Group
Washington
$282K -$7.16K -99 -3%
BA
104
Ballast Advisors
Minnesota
$275K
FA
105
FSA Advisors
Michigan
$261K +$3.69K +51 +2%
Janney Montgomery Scott
106
Janney Montgomery Scott
Pennsylvania
$258K
William Blair & Company
107
William Blair & Company
Illinois
$252K
CA
108
Continuum Advisory
Idaho
$235K
KAS
109
Kestra Advisory Services
Texas
$233K +$221K +3,049 New
LIA
110
LifePlan Investment Advisors
North Carolina
$215K +$204K +2,822 New
ACA
111
Affinity Capital Advisors
California
$209K +$198K +2,736 New
Osaic Holdings
112
Osaic Holdings
Arizona
$205K -$345K -4,773 -64%
Cerity Partners
113
Cerity Partners
New York
$201K +$190K +2,629 New
FHA
114
First Horizon Advisors
Tennessee
$200K -$5.57K -77 -3%
RFC
115
Regions Financial Corp
Alabama
$200K +$190K +2,623 New
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$176K
OLVIG
117
Oliver Lagore Vanvalin Investment Group
Michigan
$175K -$103K -1,431 -38%
Franklin Resources
118
Franklin Resources
California
$170K -$169K -2,343 -51%
SIS
119
Sound Income Strategies
Florida
$163K +$2.68K +37 +2%
Carson Wealth (CWM LLC)
120
Carson Wealth (CWM LLC)
Nebraska
$156K -$1.81K -25 -1%
SC
121
SouthState Corp
Florida
$145K
KFI
122
Key Financial Inc
Pennsylvania
$137K
MPWT
123
MassMutual Private Wealth & Trust
Connecticut
$123K +$117K +1,615 New
BFPW
124
BOK Financial Private Wealth
Colorado
$123K
Qube Research & Technologies (QRT)
125
Qube Research & Technologies (QRT)
United Kingdom
$95.9K -$13.1K -181 -13%