Investment Houses According to Value of Managed Mutual Funds

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Rank 2023	Company Name	Total Value of Mutual Funds($M)	Share of Mutual Funds Value of Total Managed Assets Value	Total Value of Managed Assets ($M)	Major Ownership	Started	Rank in Sector 2022
Rank 2023	Company Name	Total Value of Mutual Funds($M)	Share of Mutual Funds Value of Total Managed Assets Value	Total Value of Managed Assets ($M)	Major Ownership	Started	Rank in Sector 2022
1	Meitav DS Investments dual-listed employees via the company estimated figures group figures listed in Europe listed in Tel-Aviv listed in USA Private Company Public Company State-Owned Company	18117.647058824	0.3254384711191	55671.497584541	Barm Group, Zvi Stepak	1992	1
2	Phoenix - Excellence Group dual-listed employees via the company estimated figures group figures listed in Europe listed in Tel-Aviv listed in USA Private Company Public Company State-Owned Company	13924.410343848	0.38217057286589	36435.066780335	Phoenix	1992	2
3	Psagot Investment House	13,801*	0.85705461925351	16,103*	Apax Partners	1963	4
4	Migdal Capital Markets Group	12838.874680307	0.58887933057011	21802.216538789	Shlomo Eliahu	1965	3
5	Harel Finance Group	12276.21483376	0.37795275590551	32480.818414322	Hamburger Family	1977	5
6	Y.D. More Investments	6979.8238135834	0.28824578697836	24214.833759591	Meirov Family	2006	8
7	Yellin Lapidot	6956.5217391304	0.26780732750604	25975.845410628	Atreyu Capital Markets, Dov Yellin, Yair Lapidot	2004	6
8	Altshuler Shaham	4163.1145211708	0.084585760723338	49217.675475987	Gilad Altshuler, Kalman Shaham	1990	7
9	Analyst I.M.S. Group dual-listed employees via the company estimated figures group figures listed in Europe listed in Tel-Aviv listed in USA Private Company Public Company State-Owned Company	3862.1767547599	0.3701555137947	10433.930093777	Shmuel Lev, Ehud Shiloni	1985	10
10	IBI Investment House Group dual-listed employees via the company estimated figures group figures listed in Europe listed in Tel-Aviv listed in USA Private Company Public Company State-Owned Company	3085.8198351804	0.20483654952559	15064.791133845	Zvi Lubetzky, David Weisberg, Emanuel Kook, Yakov Alexander	1971	9
11	Sigma Investment House	969.02529127593	0.62	1,563*	Andora banc agricol, Technological Options	2007	11

dual-listed
employees via the company
estimated figures
group figures
listed in Europe
listed in Tel-Aviv
listed in USA
Private Company
Public Company
State-Owned Company

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