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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 %
BWM
151
Brophy Wealth Management
New Hampshire
$248K 3,046 +3,046 New
LIA
152
LifePlan Investment Advisors
North Carolina
$233K 2,873 +27 +0.9%
TC
153
TownSquare Capital
Utah
$220K 2,708 +1 +0%
Cerity Partners
154
Cerity Partners
New York
$215K 2,641 +2,641 New
Financial Engines Advisors
155
Financial Engines Advisors
California
$205K 2,525 +2,525 New
QCM
156
QRG Capital Management
Illinois
$204K 2,511 +2,511 New
Franklin Resources
157
Franklin Resources
California
$184K 2,225
FHA
158
First Horizon Advisors
Tennessee
$172K 2,119 +6 +0.3%
SIS
159
Sound Income Strategies
Florida
$164K 2,013
Carson Wealth (CWM LLC)
160
Carson Wealth (CWM LLC)
Nebraska
$159K 1,952
SC
161
SouthState Corp
Florida
$154K 1,898
OLVIG
162
Oliver Lagore Vanvalin Investment Group
Michigan
$151K 1,864 -419 -18%
KFI
163
Key Financial Inc
Pennsylvania
$146K 1,795
PTC
164
Private Trust Company
Ohio
$133K 1,635
BFPW
165
BOK Financial Private Wealth
Colorado
$131K 1,611
MPWT
166
MassMutual Private Wealth & Trust
Connecticut
$122K 1,500
GWSG
167
GPS Wealth Strategies Group
Colorado
$95.7K 1,177
FAM
168
Family Asset Management
South Carolina
$70.8K 871
SWC
169
Spectrum Wealth Counsel
Indiana
$68.9K 848
Jones Financial Companies
170
Jones Financial Companies
Missouri
$65.7K 811 +773 +2,034%
CAS
171
Coppell Advisory Solutions
Texas
$62.1K 767
AWA
172
Authentikos Wealth Advisory
California
$52.7K 649 +649 New
HI
173
Harbour Investments
Wisconsin
$50.3K 619 +328 +113%
CFGS
174
Concourse Financial Group Securities
Alabama
$35.2K 433 +156 +56%
AIM
175
Anchor Investment Management
South Carolina
$32.5K 400