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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

53 hedge funds and large institutions have $290M invested in iShares Russell Top 200 Value ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
11
Increased
17
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
SS
Simplicity Solutions
Minnesota
$36.2M
2
AWM
AE Wealth Management
Kansas
$35.8M
3
TF
TIAA FSB
Florida
$19.7M
4
LPL Financial
LPL Financial
California
$14.2M
5
PFG
Pacific Financial Group
Washington
$26.2M

Top Sellers

1
UBS Group
UBS Group
Switzerland
$59.4M
2
Morgan Stanley
Morgan Stanley
New York
$3.8M
3
Truist Financial
Truist Financial
North Carolina
$14M
4
Wells Fargo
Wells Fargo
California
$31.8M
5
Citadel Advisors
Citadel Advisors
Florida
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
BCM
26
Brookstone Capital Management
Illinois
$322K +$322K +6,121 New
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$309K – – –
MI
28
Moneywise Inc
Virginia
$288K -$252 -5 -0.1%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$263K +$62.2K +1,190 +31%
WA
30
WBH Advisory
Maryland
$260K – – –
RJA
31
Raymond James & Associates
Florida
$252K +$252K +4,799 New
AG
32
Advisor Group
Arizona
$224K -$60.8K -1,156 -21%
MFW
33
Mosaic Family Wealth
Missouri
$203K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$201K +$68.8K +1,309 +52%
William Blair & Company
35
William Blair & Company
Illinois
$174K +$174K +3,305 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$153K – – –
UBS AM
37
UBS AM
Illinois
$145K -$6.99K -133 -5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$119K +$113K +1,703 +1,980%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$99K +$524 +10 +0.5%
IC
40
Inscription Capital
Texas
$96K – – –
CA
41
Cetera Advisors
Colorado
$87K +$87K +1,652 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$54K +$35.6K +671 +193%
CCM
43
Cribstone Capital Management
Maine
$33K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$32K +$32K +610 New
CWA
45
Clarus Wealth Advisors
Arizona
$11K – – –
FANJ
46
Financial Architects (New Jersey)
New Jersey
$8K – – –
MRCM
47
M&R Capital Management
New Jersey
$6K – – –
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$4K +82 New
TRCT
49
Tower Research Capital (TRC)
New York
$3K +$3K +60 New
BlackRock
50
BlackRock
New York
$2K – – –
1
2
3