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iShares Russell Top 200 Value ETF
146 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 8 closing their positions.
New
Increased
Maintained
Reduced
Closed
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more funds holding
Funds holding: 135 → 146 (+11)
4% more capital invested
Capital invested by funds: $1.97B → $2.04B (+$78.7M)
1.5% less ownership
Funds ownership: 115.01% → 113.51% (-1.5%)
13% less repeat investments, than reductions
Existing positions increased: 41 | Existing positions reduced: 47
Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
21
Increased
41
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$23.7M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$15.5M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.97M |
| 4 |
JP Morgan Chase
New York
|
+$9.7M |
| 5 |
Morgan Stanley
New York
|
+$9.34M |
