IWX icon

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 %
SWM
126
Spire Wealth Management
Virginia
$53.1K 758
CMA
127
Cedar Mountain Advisors
Oregon
$51.4K 732
MAWCM
128
Mine & Arao Wealth Creation & Management
California
$35.1K 500
GI
129
Gradient Investments
Minnesota
$30.8K 439
AIM
130
Anchor Investment Management
South Carolina
$28.1K 400
Bessemer Group
131
Bessemer Group
New Jersey
$25K 350
CFGS
132
Concourse Financial Group Securities
Alabama
$20.8K 297
DJSG
133
D.J. St. Germain
Massachusetts
$20.6K 294
HI
134
Harbour Investments
Wisconsin
$20.2K 289 +4 +1%
TAM
135
Tucker Asset Management
Colorado
$19.9K 284 +227 +398%
CTWM
136
Cherry Tree Wealth Management
Minnesota
$18.7K 267
Comerica Bank
137
Comerica Bank
Texas
$16.7K 238 -23 -9%
CTA
138
Colonial Trust Advisors
South Carolina
$15.6K 222
FCA
139
FinTrust Capital Advisors
South Carolina
$11.2K 160
MRCM
140
M&R Capital Management
New Jersey
$8.7K 124
NMG
141
New Millennium Group
Utah
$7.87K 112
AWM
142
Avior Wealth Management
Nebraska
$4.68K 66 +1 +2%
ASN
143
Advisory Services Network
Georgia
$2.81K 40 -3,079 -99%
LPP
144
Life Planning Partners
Florida
$2.81K 40 +40 New
VanEck Associates
145
VanEck Associates
New York
$2K 34 +34 New
TLFA
146
True Link Financial Advisors
California
-13,718 Closed
Jane Street
147
Jane Street
New York
-5,169 Closed
TC
148
TownSquare Capital
Utah
-3,067 Closed
BCM
149
BluePath Capital Management
Georgia
-2,680 Closed
AWA
150
Authentikos Wealth Advisory
California
-637 Closed