We are live on
!
Find out more
iShares Russell Top 200 Value ETF
157 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 29 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 17 closing their positions.
New
Increased
Maintained
Reduced
Closed
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
8% more funds holding
Funds holding: 146 → 157 (+11)
1% more capital invested
Capital invested by funds: $2.41B → $2.43B (+$24M)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
11.8% less ownership
Funds ownership: 112.82% → 101.02% (-12%)
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
Holders
157
Holders Change
+11
Holders Change %
+7.53%
% of All Funds
2.27%
Holding in Top 10
11
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.16%
New
29
Increased
37
Reduced
51
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$64.4M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$7.29M |
| 3 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$6.55M |
| 4 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
+$5.37M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.9M |
Top Sellers
| 1 |
SPW
Surience Private Wealth
Yakima,
Washington
|
-$8.01M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$6.07M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.11M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$1.9M |
