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iShares Russell Top 200 Value ETF

70 hedge funds and large institutions have $800M invested in iShares Russell Top 200 Value ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
17
Increased
26
Reduced
16
Closed
6
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$154M 3,009,533 +1,504,585 +100%
FCBT
2
First Citizens Bank & Trust
North Carolina
$139M 2,719,792 +1,371,032 +102%
AWM
3
AE Wealth Management
Kansas
$109M 2,137,591 +258,229 +14%
SS
4
Simplicity Solutions
Minnesota
$109M 2,128,387 +297,366 +16%
TF
5
TIAA FSB
Florida
$100M 1,959,930 +47,482 +2%
UBS Group
6
UBS Group
Switzerland
$43.2M 846,160 -5,265 -0.6%
HGWM
7
Horst & Graben Wealth Management
Oregon
$33.4M 654,051 -139,145 -18%
Bank of America
8
Bank of America
North Carolina
$18.3M 357,892 +9,459 +3%
Truist Financial
9
Truist Financial
North Carolina
$16.1M 315,267 +49,245 +19%
WSFS
10
Wilmington Savings Fund Society
Delaware
$11.5M 225,594 +21,433 +10%
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$7.63M 149,389 +20,396 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$7.27M 142,261 +962 +0.7%
CWAG
13
Compton Wealth Advisory Group
Virginia
$6.54M 128,077 +114,589 +850%
MML Investors Services
14
MML Investors Services
Massachusetts
$5.88M 115,191 +3,494 +3%
Ameriprise
15
Ameriprise
Minnesota
$5.24M 101,983 +5,605 +6%
HIA
16
Harbor Investment Advisory
Maryland
$3.38M 66,144 +6,365 +11%
Morgan Stanley
17
Morgan Stanley
New York
$3.14M 61,537 -27 -0%
Wells Fargo
18
Wells Fargo
California
$2.61M 51,047 +1,411 +3%
CAN
19
Cetera Advisor Networks
California
$2.4M 46,928 +5,107 +12%
Goldman Sachs
20
Goldman Sachs
New York
$1.96M 38,343 +38,343 New
Citigroup
21
Citigroup
New York
$1.9M 37,284 +1,000 +3%
OC
22
Oppenheimer & Co
New York
$1.63M 31,845 +188 +0.6%
Citadel Advisors
23
Citadel Advisors
Florida
$1.47M 28,727 +28,727 New
HighTower Advisors
24
HighTower Advisors
Illinois
$1.44M 28,174 +3,230 +13%
LPL Financial
25
LPL Financial
California
$1.2M 23,397 -3,343 -13%