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iShares Russell Top 200 Value ETF

132 hedge funds and large institutions have $1.53B invested in iShares Russell Top 200 Value ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
28
Increased
34
Reduced
34
Closed
10
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TF
1
TIAA FSB
Florida
$478M 7,363,799 -200,896 -3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$287M 4,423,893 -325,275 -7%
FCBT
3
First Citizens Bank & Trust
North Carolina
$266M 4,101,477 -291,467 -7%
AWM
4
AE Wealth Management
Kansas
$117M 1,794,917 -80,615 -4%
Truist Financial
5
Truist Financial
North Carolina
$33.6M 517,723 +69,829 +16%
MAC
6
Mason & Associates (California)
California
$24.3M 374,523 -8,294 -2%
FCAM
7
First Citizens Asset Management
North Carolina
$21.2M 326,216 +326,216 New
WSFS
8
Wilmington Savings Fund Society
Delaware
$20.7M 318,106 -20,323 -6%
UBS Group
9
UBS Group
Switzerland
$19.5M 299,954 -11,048 -4%
Morgan Stanley
10
Morgan Stanley
New York
$19.4M 298,563 +177,449 +147%
HGWM
11
Horst & Graben Wealth Management
Oregon
$15.4M 237,735 -7,799 -3%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$14.5M 222,653 -5,440 -2%
MML Investors Services
13
MML Investors Services
Massachusetts
$12.6M 194,301 -42,329 -18%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$12.6M 193,339 +93,348 +93%
CWAG
15
Compton Wealth Advisory Group
Virginia
$12.1M 186,840 +6,584 +4%
NA
16
NewEdge Advisors
Louisiana
$11.8M 181,996 +159,575 +712%
Bank of America
17
Bank of America
North Carolina
$11.6M 177,779 -30,058 -14%
VOYA Investment Management
18
VOYA Investment Management
Georgia
$10.3M 158,757 -5,370 -3%
Wells Fargo
19
Wells Fargo
California
$9.24M 142,232 +38,299 +37%
AWMNH
20
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.11M 140,249 +140,249 New
SW
21
Simplicity Wealth
New Jersey
$8.98M 138,276 +134,009 +3,141%
SEM
22
Strategic Equity Management
Arizona
$8.26M 127,073 -4,861 -4%
9WM
23
9258 Wealth Management
Ohio
$5.64M 86,754 +18,572 +27%
IWC
24
Integrated Wealth Concepts
Massachusetts
$4.8M 73,941 -139 -0.2%
Ameriprise
25
Ameriprise
Minnesota
$4.45M 68,467 -1,155 -2%