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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: 146 → 146 (0)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (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
–
Top Buyers
Top Sellers
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$69.1M |
| 2 |
Morgan Stanley
New York
|
-$9.89M |
| 3 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$4.49M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.52M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.99M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
QCM
151
QRG Capital Management
Chicago,
Illinois
| – | -$207K | -2,953 | Closed |
|
152
Thrivent Financial for Lutherans
Minneapolis,
Minnesota
| – | -$202K | -2,878 | Closed |
|
153
Comerica Bank
Dallas,
Texas
| – | -$16.7K | -238 | Closed |
|
|
CTA
154
Colonial Trust Advisors
Spartanburg,
South Carolina
| – | -$15.6K | -222 | Closed |
|
|
NMG
155
New Millennium Group
Sandy,
Utah
| – | -$7.87K | -112 | Closed |
|
|
ASN
156
Advisory Services Network
Atlanta,
Georgia
| – | -$2.81K | -40 | Closed |
|
|
LPP
157
Life Planning Partners
Jacksonville,
Florida
| – | -$2.81K | -40 | Closed |
|