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iShares Russell Top 200 Value ETF

61 hedge funds and large institutions have $448M invested in iShares Russell Top 200 Value ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.06%
New
13
Increased
20
Reduced
13
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
AWM
1
AE Wealth Management
Kansas
$92.6M 1,583,094 +73,418 +5%
SS
2
Simplicity Solutions
Minnesota
$90.2M 1,541,376 +57,173 +4%
UBS Group
3
UBS Group
Switzerland
$62.5M 1,068,896 -99,926 -9%
Wells Fargo
4
Wells Fargo
California
$33.3M 569,771 -21,750 -4%
TF
5
TIAA FSB
Florida
$30.4M 519,615 +23,334 +5%
Morgan Stanley
6
Morgan Stanley
New York
$28.7M 490,570 +418,332 +579%
PFG
7
Pacific Financial Group
Washington
$23.7M 405,857 -101,373 -20%
Bank of America
8
Bank of America
North Carolina
$18.9M 322,726 +69,242 +27%
Truist Financial
9
Truist Financial
North Carolina
$14.7M 251,434 +42,825 +21%
Commonwealth Equity Services
10
Commonwealth Equity Services
Massachusetts
$8.78M 149,991 -838 -0.6%
LPL Financial
11
LPL Financial
California
$7.82M 133,578 +3,224 +2%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$6.87M 117,395 -6,093 -5%
Ameriprise
13
Ameriprise
Minnesota
$5.4M 92,227 -13,007 -12%
MML Investors Services
14
MML Investors Services
Massachusetts
$3.14M 53,698 +12,465 +30%
HIA
15
Harbor Investment Advisory
Maryland
$2.45M 41,847 +41,847 New
RJFSA
16
Raymond James Financial Services Advisors
Florida
$1.47M 25,032 +25,032 New
WSFS
17
Wilmington Savings Fund Society
Delaware
$1.41M 24,155 +2,684 +13%
HighTower Advisors
18
HighTower Advisors
Illinois
$1.27M 21,638 +348 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$1.24M 21,273 -1,369 -6%
Citigroup
20
Citigroup
New York
$1.19M 20,403 +5,000 +32%
Franklin Resources
21
Franklin Resources
California
$1.18M 20,196 +12,900 +177%
CAN
22
Cetera Advisor Networks
California
$1.1M 18,823 +1,851 +11%
OC
23
Oppenheimer & Co
New York
$935K 15,981 +4,840 +43%
JPMPWA
24
J.P. Morgan Private Wealth Advisors
California
$679K 11,599 +616 +6%
Citadel Advisors
25
Citadel Advisors
Florida
$656K 11,208 +11,208 New