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iShares Russell Top 200 Value ETF

192 hedge funds and large institutions have $3.57B invested in iShares Russell Top 200 Value ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 55 increasing their positions, 43 reducing their positions, and 10 closing their positions.

Holders
192
Holders Change
+38
Holders Change %
+24.68%
% of All Funds
2.78%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
50
Increased
55
Reduced
43
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
SWM
126
Silverlake Wealth Management
Vermont
$352K 4,334 +84 +2%
Citigroup
127
Citigroup
New York
$349K 4,293 +4,293 New
WIA
128
World Investment Advisors
California
$349K 4,291 +4,291 New
LWL
129
Leo Wealth LLC
Texas
$324K 3,987 -820 -17%
MWM
130
Meridian Wealth Management
Kentucky
$321K 3,952 +3,952 New
SPC
131
Sigma Planning Corp
Michigan
$313K 3,856 +3,856 New
CAM
132
Concorde Asset Management
Michigan
$309K 3,807 +3,807 New
PCA
133
Pallas Capital Advisors
Massachusetts
$308K 3,768
AQR Capital Management
134
AQR Capital Management
Connecticut
$306K 3,768
YWM
135
Yoder Wealth Management
California
$304K 3,741
MAV
136
Mason & Associates (Virginia)
Virginia
$298K 3,662
ACM
137
Absolute Capital Management
Pennsylvania
$296K 3,640 +3,640 New
BA
138
Ballast Advisors
Minnesota
$293K 3,606
FA
139
FSA Advisors
Michigan
$292K 3,901 +483 +14%
LSA
140
Lion Street Advisors
Texas
$290K 3,568 +3,568 New
GRP
141
Global Retirement Partners
California
$282K 3,476 +3,476 New
PFG
142
Pacific Financial Group
Washington
$277K 3,406 -306 -8%
EH
143
Equitable Holdings
New York
$270K 3,328 +5 +0.2%
William Blair & Company
144
William Blair & Company
Illinois
$269K 3,305
Janney Montgomery Scott
145
Janney Montgomery Scott
Pennsylvania
$266K 3,268 -115 -3%
ACA
146
Anchor Capital Advisors
Massachusetts
$262K 3,220 -500 -13%
CA
147
Continuum Advisory
Idaho
$259K 3,120
ACA
148
Affinity Capital Advisors
California
$254K 3,122 -180 -5%
SWM
149
Spire Wealth Management
Virginia
$251K 3,086 +3,086 New
CT
150
Colonial Trust
South Carolina
$249K 3,069