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iShares Russell Top 200 Value ETF

124 hedge funds and large institutions have $1.75B invested in iShares Russell Top 200 Value ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
10
Increased
42
Reduced
40
Closed
17
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TF
1
TIAA FSB
Florida
$513M 7,876,414 +512,615 +7%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$395M 6,070,882 +1,646,989 +37%
FCBT
3
First Citizens Bank & Trust
North Carolina
$370M 5,685,771 +1,584,294 +39%
AWM
4
AE Wealth Management
Kansas
$118M 1,811,558 +16,641 +0.9%
Truist Financial
5
Truist Financial
North Carolina
$34.1M 523,365 +5,642 +1%
FCAM
6
First Citizens Asset Management
North Carolina
$30.1M 461,697 +135,481 +42%
MAC
7
Mason & Associates (California)
California
$24.1M 369,511 -5,012 -1%
WSFS
8
Wilmington Savings Fund Society
Delaware
$21.2M 326,011 +7,905 +2%
UBS Group
9
UBS Group
Switzerland
$19.1M 293,153 -6,801 -2%
HGWM
10
Horst & Graben Wealth Management
Oregon
$13M 199,285 -38,450 -16%
CWAG
11
Compton Wealth Advisory Group
Virginia
$12.9M 197,946 +11,106 +6%
NA
12
NewEdge Advisors
Louisiana
$12.4M 189,962 +7,966 +4%
SW
13
Simplicity Wealth
New Jersey
$11.7M 179,643 +41,367 +30%
Bank of America
14
Bank of America
North Carolina
$11.5M 176,692 -1,087 -0.6%
Morgan Stanley
15
Morgan Stanley
New York
$10.6M 163,106 -135,457 -45%
Wells Fargo
16
Wells Fargo
California
$9.86M 151,443 +9,211 +6%
AWMNH
17
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.79M 150,379 +10,130 +7%
SEM
18
Strategic Equity Management
Arizona
$8.59M 132,001 +4,928 +4%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$8.55M 131,286 -62,053 -32%
Ameriprise
20
Ameriprise
Minnesota
$7.65M 117,443 +48,976 +72%
KPWS
21
Kestra Private Wealth Services
Texas
$7.35M 112,934 +52,524 +87%
9WM
22
9258 Wealth Management
Ohio
$6.01M 92,351 +5,597 +6%
MML Investors Services
23
MML Investors Services
Massachusetts
$5.59M 85,831 -108,470 -56%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$3.71M 57,001 -101,756 -64%
IWC
25
Integrated Wealth Concepts
Massachusetts
$3.47M 53,223 -20,718 -28%