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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 %
GWSG
126
GPS Wealth Strategies Group
Colorado
$89.8K 1,177
US Bancorp
127
US Bancorp
Minnesota
$67.6K 886
SWM
128
Spire Wealth Management
Virginia
$57.9K 758
CMA
129
Cedar Mountain Advisors
Oregon
$55.9K 732
FFA
130
Farther Finance Advisors
California
$40.6K 533 +533 New
MAWCM
131
Mine & Arao Wealth Creation & Management
California
$38.2K 500
CAM
132
Creekmur Asset Management
Illinois
$35.1K 460 -1,220 -73%
GI
133
Gradient Investments
Minnesota
$33.5K 439
AIM
134
Anchor Investment Management
South Carolina
$30.5K 400
VanEck Associates
135
VanEck Associates
New York
$28K 366 +332 +976%
Bessemer Group
136
Bessemer Group
New Jersey
$27K 350
CFGS
137
Concourse Financial Group Securities
Alabama
$22.7K 297
DJSG
138
D.J. St. Germain
Massachusetts
$22.4K 294
HI
139
Harbour Investments
Wisconsin
$22.1K 290 +1 +0.3%
CTWM
140
Cherry Tree Wealth Management
Minnesota
$20.4K 267
MA
141
Montag & Associates
Georgia
$15.3K 200 +200 New
FCA
142
FinTrust Capital Advisors
South Carolina
$12.2K 160
MRCM
143
M&R Capital Management
New Jersey
$9.46K 124
AWM
144
Avior Wealth Management
Nebraska
$5.11K 66
Jones Financial Companies
145
Jones Financial Companies
Missouri
$2.9K 38 +38 New
BOSSRA
146
B.O.S.S. Retirement Advisors
Utah
-64,059 Closed
SEM
147
Strategic Equity Management
Arizona
-15,326 Closed
CCG
148
Catalina Capital Group
California
-8,170 Closed
LAS
149
Lloyd Advisory Services
Georgia
-7,792 Closed
QCM
150
QRG Capital Management
Illinois
-2,953 Closed