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iShares Russell Top 200 Value ETF

42 hedge funds and large institutions have $219M invested in iShares Russell Top 200 Value ETF in 2017 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 10 increasing their positions, 11 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

25% more first-time investments, than exits

New positions opened: 5 | Existing positions closed: 4

24% more capital invested

Capital invested by funds: $177M → $219M (+$42.4M)

5.93% more ownership

Funds ownership: 70.88%76.81% (+5.9%)

2% more funds holding

Funds holding: 4142 (+1)

9% less repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 11

Holders
42
Holders Change
+1
Holders Change %
+2.44%
% of All Funds
0.95%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.05%
New
5
Increased
10
Reduced
11
Closed
4
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
UBS Group
1
UBS Group
Switzerland
$63.6M -$1.23M -24,077 -2%
Wells Fargo
2
Wells Fargo
California
$29.8M +$250K +4,901 +0.9%
AWM
3
AE Wealth Management
Kansas
$26.8M +$4.73M +92,731 +22%
SS
4
Simplicity Solutions
Minnesota
$26.3M +$25.7M +502,654 New
Bank of America
5
Bank of America
North Carolina
$17.7M -$101K -1,972 -0.6%
Morgan Stanley
6
Morgan Stanley
New York
$16.5M -$108K -2,114 -0.7%
Truist Financial
7
Truist Financial
North Carolina
$12.5M +$2.05M +40,236 +20%
LPL Financial
8
LPL Financial
California
$6.56M +$4M +78,404 +168%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.21M +$101K +1,988 +2%
Ameriprise
10
Ameriprise
Minnesota
$4.13M -$105K -2,058 -3%
M&T Bank
11
M&T Bank
New York
$1.84M
DK
12
Darrell & King
Virginia
$1.23M -$162K -3,166 -12%
HighTower Advisors
13
HighTower Advisors
Illinois
$823K +$7.96K +156 +1%
ACA
14
Anchor Capital Advisors
Massachusetts
$794K -$16.1K -315 -2%
Citigroup
15
Citigroup
New York
$730K -$15.3K -300 -2%
TH
16
Timber Hill
Connecticut
$591K -$1.69K -33 -0.3%
PFS
17
Prospera Financial Services
Texas
$548K -$8.32K -163 -2%
GG
18
GenWealth Group
New Jersey
$492K
AAP
19
Arax Advisory Partners
Colorado
$361K
MI
20
Moneywise Inc
Virginia
$326K -$1.84K -36 -0.6%
WA
21
WBH Advisory
Maryland
$259K
Fidelity Investments
22
Fidelity Investments
Massachusetts
$206K +$200K +3,920 New
AG
23
Advisor Group
Arizona
$177K +$146K +2,863 +561%
Envestnet Asset Management
24
Envestnet Asset Management
Illinois
$171K +$14.2K +278 +9%
MFW
25
Mosaic Family Wealth
Missouri
$157K +$153K +3,001 New