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iShares Russell Top 200 Value ETF

30 hedge funds and large institutions have $117M invested in iShares Russell Top 200 Value ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.79%
Holding in Top 10
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
New
6
Increased
13
Reduced
6
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$56.7M 1,358,402 +3,825 +0.3%
M&T Bank
2
M&T Bank
New York
$21.1M 505,646 -7,482 -1%
Morgan Stanley
3
Morgan Stanley
New York
$9.61M 230,353 +6,953 +3%
Truist Financial
4
Truist Financial
North Carolina
$8.03M 192,389 +2,263 +1%
GFG
5
Gray Financial Group
Georgia
$5M 119,837
Ameriprise
6
Ameriprise
Minnesota
$3.6M 86,191 -831 -1%
Bank of America
7
Bank of America
North Carolina
$3.01M 72,149 +25,275 +54%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$2.59M 62,032 +8,461 +16%
DK
9
Darrell & King
Virginia
$2.09M 50,135 +50,135 New
NPC
10
National Planning Corporation
California
$1.71M 44,360 +14,876 +50%
LPL Financial
11
LPL Financial
California
$1.29M 31,442 +14,875 +90%
TH
12
Timber Hill
Connecticut
$619K 14,830 -3,610 -20%
HighTower Advisors
13
HighTower Advisors
Illinois
$579K 13,993 -598 -4%
Citigroup
14
Citigroup
New York
$413K 9,918 +600 +6%
WF
15
WealthTrust Fairport
Ohio
$368K 8,826 +8,826 New
WF
16
Welch & Forbes
Massachusetts
$278K 6,661 +6,661 New
MFS
17
MSI Financial Services
Massachusetts
$145K 3,481 +611 +21%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$120K 2,866 +2 +0.1%
LTFS
19
Ladenburg Thalmann Financial Services
Florida
$101K 2,421 +83 +4%
AssetMark Inc
20
AssetMark Inc
California
$26K 632 -5,996 -90%
AFP
21
Ausdal Financial Partners
Iowa
$23K 550 +550 New
Royal Bank of Canada
22
Royal Bank of Canada
Ontario, Canada
$16K 374 -5,486 -94%
WA
23
WFG Advisors
Texas
$14K 333
Wells Fargo
24
Wells Fargo
California
$12K 299 +1 +0.3%
AIG
25
American International Group
New York
$10K 239 +30 +14%