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iShares Russell Top 200 Value ETF

40 hedge funds and large institutions have $246M invested in iShares Russell Top 200 Value ETF in 2018 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 11 increasing their positions, 4 reducing their positions, and 6 closing their positions.

Holders
40
Holders Change
-2
Holders Change %
-4.76%
% of All Funds
0.92%
Holding in Top 10
2
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.05%
New
4
Increased
11
Reduced
4
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
UBS Group
1
UBS Group
Switzerland
$59.6M 1,171,800 -25,058 -2%
SS
2
Simplicity Solutions
Minnesota
$44.5M 874,207 +181,623 +26%
AWM
3
AE Wealth Management
Kansas
$44.1M 865,780 +167,885 +24%
Wells Fargo
4
Wells Fargo
California
$30.5M 600,171 +22,327 +4%
Bank of America
5
Bank of America
North Carolina
$14.3M 280,456 -541 -0.2%
Truist Financial
6
Truist Financial
North Carolina
$13.5M 265,361 +27,294 +11%
Morgan Stanley
7
Morgan Stanley
New York
$12.8M 251,423 -2,964 -1%
Commonwealth Equity Services
8
Commonwealth Equity Services
Massachusetts
$6.86M 134,770 +8,321 +7%
LPL Financial
9
LPL Financial
California
$6.71M 131,779 +5,619 +4%
Ameriprise
10
Ameriprise
Minnesota
$4.27M 83,886 +4,515 +6%
M&T Bank
11
M&T Bank
New York
$1.79M 35,143
HighTower Advisors
12
HighTower Advisors
Illinois
$1.04M 20,406 +1,283 +7%
Jane Street
13
Jane Street
New York
$961K 18,888 +18,888 New
DK
14
Darrell & King
Virginia
$826K 16,240 -3,200 -16%
Citigroup
15
Citigroup
New York
$707K 13,918
GG
16
GenWealth Group
New Jersey
$451K 8,939
PFS
17
Prospera Financial Services
Texas
$442K 8,737
SG Americas Securities
18
SG Americas Securities
New York
$431K 8,478 +8,478 New
LNWWM
19
Laird Norton Wetherby Wealth Management
California
$299K 5,880 +5,880 New
MI
20
Moneywise Inc
Virginia
$290K 5,704
WA
21
WBH Advisory
Maryland
$252K 4,952
AG
22
Advisor Group
Arizona
$209K 4,095
MFW
23
Mosaic Family Wealth
Missouri
$196K 3,858
AAP
24
Arax Advisory Partners
Colorado
$180K 3,537
Envestnet Asset Management
25
Envestnet Asset Management
Illinois
$166K 3,274