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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

51 hedge funds and large institutions have $383M invested in iShares Russell Top 200 Value ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
3
Increased
14
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$82.2M
2
SS
2
Simplicity Solutions
Minnesota
$80.3M
3
TF
3
TIAA FSB
Florida
$24.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.34M
5
Jane Street
5
Jane Street
New York
$976K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.85M
2
UBS Group
2
UBS Group
Switzerland
$59.4M
3
Ameriprise
3
Ameriprise
Minnesota
$5.03M
4
Truist Financial
4
Truist Financial
North Carolina
$14.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$150K
Name Holding Trade Value Shares
Change 		Shares
Change %
PFS
26
Prospera Financial Services
Texas
$339K +$339K +6,156 New
DK
27
Darrell & King
Virginia
$319K -$161K -2,975 -34%
LNWWM
28
Laird Norton Wetherby Wealth Management
California
$318K – – –
BCM
29
Brookstone Capital Management
Illinois
$297K -$34K -628 -10%
WA
30
WBH Advisory
Maryland
$267K – – –
RJA
31
Raymond James & Associates
Florida
$266K +$6.75K +125 +3%
MI
32
Moneywise Inc
Virginia
$236K -$72.9K -1,346 -24%
AG
33
Advisor Group
Arizona
$231K +$1.08K +20 +0.5%
Fidelity Investments
34
Fidelity Investments
Massachusetts
$218K -$53.1K -985 -20%
ACA
35
Anchor Capital Advisors
Massachusetts
$217K – – –
MFW
36
Mosaic Family Wealth
Missouri
$208K – – –
LTFS
37
Ladenburg Thalmann Financial Services
Florida
$186K -$23.3K -426 -11%
William Blair & Company
38
William Blair & Company
Illinois
$179K – – –
PNC Financial Services Group
39
PNC Financial Services Group
Pennsylvania
$159K – – –
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$150K -$308K -5,694 -67%
UBS AM
41
UBS AM
Illinois
$149K – – –
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$119K – – –
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$103K +$650 +12 +0.6%
CCM
44
Cribstone Capital Management
Maine
$34K – – –
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$33K +$215 +4 +0.7%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$24K -$30.5K -570 -56%
FANJ
47
Financial Architects (New Jersey)
New Jersey
$8K – – –
MRCM
48
M&R Capital Management
New Jersey
$6K – – –
BlackRock
49
BlackRock
New York
$2K – – –
APA
50
American Portfolios Advisors
New York
$432 – – –
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2
3