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iShares Russell Top 200 Value ETF

154 hedge funds and large institutions have $2.43B invested in iShares Russell Top 200 Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
27
Increased
37
Reduced
50
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
PCA
101
Pallas Capital Advisors
Massachusetts
$292K 3,768
AQR Capital Management
102
AQR Capital Management
Connecticut
$282K 3,768 +3,768 New
YWM
103
Yoder Wealth Management
California
$280K 3,741
ACA
104
Anchor Capital Advisors
Massachusetts
$278K 3,720
PFG
105
Pacific Financial Group
Washington
$278K 3,712 +15 +0.4%
MAV
106
Mason & Associates (Virginia)
Virginia
$274K 3,662 +3,662 New
BA
107
Ballast Advisors
Minnesota
$270K 3,606
FA
108
FSA Advisors
Michigan
$261K 3,418
Janney Montgomery Scott
109
Janney Montgomery Scott
Pennsylvania
$253K 3,383
EH
110
Equitable Holdings
New York
$249K 3,323 +3,323 New
William Blair & Company
111
William Blair & Company
Illinois
$247K 3,305
ACA
112
Affinity Capital Advisors
California
$247K 3,302 +566 +21%
CA
113
Continuum Advisory
Idaho
$233K 3,120
CT
114
Colonial Trust
South Carolina
$230K 3,069 -1,635 -35%
OMC
115
Old Mission Capital
Illinois
$217K 2,900 +2,900 New
LIA
116
LifePlan Investment Advisors
North Carolina
$213K 2,846 +24 +0.9%
Osaic Holdings
117
Osaic Holdings
Arizona
$211K 2,816 +133 +5%
TC
118
TownSquare Capital
Utah
$203K 2,707 +2,707 New
NRC
119
New Republic Capital
North Carolina
$175K 2,340 +2,340 New
OLVIG
120
Oliver Lagore Vanvalin Investment Group
Michigan
$171K 2,283 -13 -0.6%
Franklin Resources
121
Franklin Resources
California
$166K 2,225
FHA
122
First Horizon Advisors
Tennessee
$158K 2,113 -513 -20%
SIS
123
Sound Income Strategies
Florida
$151K 2,013 -124 -6%
Carson Wealth (CWM LLC)
124
Carson Wealth (CWM LLC)
Nebraska
$146K 1,952 -86 -4%
SC
125
SouthState Corp
Florida
$142K 1,898