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iShares Russell Top 200 Value ETF

42 hedge funds and large institutions have $226M invested in iShares Russell Top 200 Value ETF in 2018 Q1 according to their latest regulatory filings, with 3 funds opening new positions, 15 increasing their positions, 10 reducing their positions, and 3 closing their positions.

Holders
42
Holders Change
Holders Change %
0%
% of All Funds
0.96%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
3
Increased
15
Reduced
10
Closed
3
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$60.4M 1,196,858 -15,740 -1%
AWM
2
AE Wealth Management
Kansas
$35.2M 697,895 +185,953 +36%
SS
3
Simplicity Solutions
Minnesota
$34.9M 692,584 +189,930 +38%
Wells Fargo
4
Wells Fargo
California
$29.1M 577,844 +9,375 +2%
Bank of America
5
Bank of America
North Carolina
$14.2M 280,997 -56,475 -17%
Morgan Stanley
6
Morgan Stanley
New York
$12.8M 254,387 -60,279 -19%
Truist Financial
7
Truist Financial
North Carolina
$12M 238,067 +171 +0.1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.38M 126,449 +7,895 +7%
LPL Financial
9
LPL Financial
California
$6.36M 126,160 +985 +0.8%
Ameriprise
10
Ameriprise
Minnesota
$4M 79,371 +597 +0.8%
M&T Bank
11
M&T Bank
New York
$1.77M 35,143 +37 +0.1%
Citadel Advisors
12
Citadel Advisors
Florida
$1.61M 31,890 +31,890 New
DK
13
Darrell & King
Virginia
$981K 19,440 -4,002 -17%
HighTower Advisors
14
HighTower Advisors
Illinois
$967K 19,123 +3,372 +21%
ACA
15
Anchor Capital Advisors
Massachusetts
$756K 14,982 -158 -1%
Citigroup
16
Citigroup
New York
$702K 13,918
TH
17
Timber Hill
Connecticut
$559K 11,078 -200 -2%
GG
18
GenWealth Group
New Jersey
$450K 8,939
PFS
19
Prospera Financial Services
Texas
$442K 8,737 -1,583 -15%
MI
20
Moneywise Inc
Virginia
$288K 5,704 -516 -8%
WA
21
WBH Advisory
Maryland
$249K 4,952
AG
22
Advisor Group
Arizona
$206K 4,095 +722 +21%
WSFS
23
Wilmington Savings Fund Society
Delaware
$205K 4,072 +4,072 New
MFW
24
Mosaic Family Wealth
Missouri
$195K 3,858 +857 +29%
AAP
25
Arax Advisory Partners
Colorado
$178K 3,537 -3,350 -49%