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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 %
KFI
126
Key Financial Inc
Pennsylvania
$134K 1,795
PTC
127
Private Trust Company
Ohio
$122K 1,635 +1,635 New
BFPW
128
BOK Financial Private Wealth
Colorado
$121K 1,611
MPWT
129
MassMutual Private Wealth & Trust
Connecticut
$112K 1,500 -115 -7%
PGAM
130
Princeton Global Asset Management
New Jersey
$110K 1,471 +1,471 New
GWSG
131
GPS Wealth Strategies Group
Colorado
$88.1K 1,177
US Bancorp
132
US Bancorp
Minnesota
$66.3K 886
FAM
133
Family Asset Management
South Carolina
$65.2K 871 +871 New
SWC
134
Spectrum Wealth Counsel
Indiana
$63.4K 848 +848 New
CAS
135
Coppell Advisory Solutions
Texas
$57.4K 767 +767 New
CMA
136
Cedar Mountain Advisors
Oregon
$54.8K 732
IAIM
137
International Assets Investment Management
Florida
$49.8K 666 +666 New
TWP
138
Triad Wealth Partners
Kansas
$37.5K 501 +501 New
GI
139
Gradient Investments
Minnesota
$32.8K 439
AIM
140
Anchor Investment Management
South Carolina
$29.9K 400
S
141
SignatureFD
Georgia
$27.4K 366 +366 New
Bessemer Group
142
Bessemer Group
New Jersey
$26K 350
DJSG
143
D.J. St. Germain
Massachusetts
$22K 294
HI
144
Harbour Investments
Wisconsin
$21.8K 291 +1 +0.3%
CFGS
145
Concourse Financial Group Securities
Alabama
$20.7K 277 -20 -7%
CTWM
146
Cherry Tree Wealth Management
Minnesota
$20K 267
FCA
147
FinTrust Capital Advisors
South Carolina
$12K 160
CAM
148
Creekmur Asset Management
Illinois
$11.9K 158 -302 -66%
MRCM
149
M&R Capital Management
New Jersey
$9.28K 124
NMG
150
New Millennium Group
Utah
$8.16K 109 +109 New