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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
TAM
126
Tucker Asset Management
Colorado
$94.3K +$68.8K +951 +335%
GWSG
127
GPS Wealth Strategies Group
Colorado
$89.8K
US Bancorp
128
US Bancorp
Minnesota
$67.6K
SWM
129
Spire Wealth Management
Virginia
$57.9K
CMA
130
Cedar Mountain Advisors
Oregon
$55.9K
FFA
131
Farther Finance Advisors
California
$40.6K +$38.5K +533 New
MAWCM
132
Mine & Arao Wealth Creation & Management
California
$38.2K
CAM
133
Creekmur Asset Management
Illinois
$35.1K -$88.2K -1,220 -73%
GI
134
Gradient Investments
Minnesota
$33.5K
AIM
135
Anchor Investment Management
South Carolina
$30.5K
VanEck Associates
136
VanEck Associates
New York
$28K +$24K +332 +976%
Bessemer Group
137
Bessemer Group
New Jersey
$27K
CFGS
138
Concourse Financial Group Securities
Alabama
$22.7K
DJSG
139
D.J. St. Germain
Massachusetts
$22.4K
HI
140
Harbour Investments
Wisconsin
$22.1K +$72 +1 +0.3%
CTWM
141
Cherry Tree Wealth Management
Minnesota
$20.4K
MA
142
Montag & Associates
Georgia
$15.3K +$14.5K +200 New
FCA
143
FinTrust Capital Advisors
South Carolina
$12.2K
MRCM
144
M&R Capital Management
New Jersey
$9.46K
AWM
145
Avior Wealth Management
Nebraska
$5.11K
Jones Financial Companies
146
Jones Financial Companies
Missouri
$2.9K +$2.75K +38 New
BOSSRA
147
B.O.S.S. Retirement Advisors
Utah
-$4.49M -64,059 Closed
SEM
148
Strategic Equity Management
Arizona
-$1.08M -15,326 Closed
CCG
149
Catalina Capital Group
California
-$573K -8,170 Closed
LAS
150
Lloyd Advisory Services
Georgia
-$547K -7,792 Closed