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iShares Russell Top 200 Value ETF

182 hedge funds and large institutions have $2.51B invested in iShares Russell Top 200 Value ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 36 closing their positions.

Holders
182
Holders Change
-10
Holders Change %
-5.21%
% of All Funds
2.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
35
Increased
52
Reduced
58
Closed
36
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
BFA
126
Beaumont Financial Advisors
Massachusetts
$280K 3,542 -1,900 -35%
Carson Wealth (CWM LLC)
127
Carson Wealth (CWM LLC)
Nebraska
$275K 3,477 +1,525 +78%
ACA
128
Affinity Capital Advisors
California
$264K 3,314 +192 +6%
CW
129
CreativeOne Wealth
Kansas
$259K 3,271 -2,306 -41%
Janney Montgomery Scott
130
Janney Montgomery Scott
Pennsylvania
$258K 3,268
ACA
131
Anchor Capital Advisors
Massachusetts
$254K 3,220
SWP
132
Sagespring Wealth Partners
Tennessee
$249K 3,145 +3,145 New
OSAM
133
O'Shaughnessy Asset Management
Connecticut
$248K 3,143 +3,143 New
DT
134
Diversified Trust
Tennessee
$248K 3,141 +3,141 New
CA
135
Continuum Advisory
Idaho
$247K 3,120
AWA
136
Alta Wealth Advisors
Massachusetts
$237K 2,996 +2,996 New
LIA
137
LifePlan Investment Advisors
North Carolina
$233K 2,944 +71 +2%
PFG
138
Pacific Financial Group
Washington
$214K 2,712 -694 -20%
TC
139
TownSquare Capital
Utah
$214K 2,708
Cerity Partners
140
Cerity Partners
New York
$209K 2,641
CT
141
Colonial Trust
South Carolina
$208K 2,632 -437 -14%
MAV
142
Mason & Associates (Virginia)
Virginia
$201K 2,548 -1,114 -30%
Franklin Resources
143
Franklin Resources
California
$176K 2,225
FHA
144
First Horizon Advisors
Tennessee
$166K 2,102 -17 -0.8%
SC
145
SouthState Corp
Florida
$150K 1,898
GM
146
GeoWealth Management
Illinois
$150K 1,896 +1,639 +638%
SIS
147
Sound Income Strategies
Florida
$149K 1,889 -124 -6%
KFI
148
Key Financial Inc
Pennsylvania
$142K 1,795
PTC
149
Private Trust Company
Ohio
$129K 1,635
MPWT
150
MassMutual Private Wealth & Trust
Connecticut
$119K 1,500