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iShares Russell Top 200 Value ETF

117 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
34
Reduced
26
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TF
1
TIAA FSB
Florida
$437M 7,564,695 +318,292 +4%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$274M 4,749,168 -1,212,660 -20%
FCBT
3
First Citizens Bank & Trust
North Carolina
$254M 4,392,944 -1,211,683 -22%
AWM
4
AE Wealth Management
Kansas
$108M 1,875,532 -100,318 -5%
Truist Financial
5
Truist Financial
North Carolina
$25.8M 447,894 -88,154 -16%
MAC
6
Mason & Associates (California)
California
$22.1M 382,817 +741 +0.2%
WSFS
7
Wilmington Savings Fund Society
Delaware
$19.5M 338,429 +13,350 +4%
UBS Group
8
UBS Group
Switzerland
$17.9M 311,002 +8,436 +3%
HGWM
9
Horst & Graben Wealth Management
Oregon
$14.2M 245,534 -11,248 -4%
MML Investors Services
10
MML Investors Services
Massachusetts
$13.7M 236,630 +5,426 +2%
5L
11
55I LLC
Massachusetts
$13.3M 230,468 +230,468 New
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.2M 228,093 +13,002 +6%
Bank of America
13
Bank of America
North Carolina
$12M 207,837 +8,014 +4%
CWAG
14
Compton Wealth Advisory Group
Virginia
$10.4M 180,256 -4,355 -2%
VOYA Investment Management
15
VOYA Investment Management
Georgia
$9.47M 164,127 +91,244 +125%
SEM
16
Strategic Equity Management
Arizona
$7.61M 131,934 +2,855 +2%
Morgan Stanley
17
Morgan Stanley
New York
$6.99M 121,114 -2,415 -2%
Wells Fargo
18
Wells Fargo
California
$6M 103,933 +2,085 +2%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.77M 99,991 +5,471 +6%
IWC
20
Integrated Wealth Concepts
Massachusetts
$4.28M 74,080 +8,776 +13%
Ameriprise
21
Ameriprise
Minnesota
$4.02M 69,622 -1,194 -2%
9WM
22
9258 Wealth Management
Ohio
$3.94M 68,182 +35,137 +106%
Susquehanna International Group
23
Susquehanna International Group
Pennsylvania
$3.37M 58,361 +36,084 +162%
HIA
24
Harbor Investment Advisory
Maryland
$3.03M 52,489
GWMIA
25
Global Wealth Management Investment Advisory
Florida
$3.01M 52,219 -4,780 -8%