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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

61 hedge funds and large institutions have $448M invested in iShares Russell Top 200 Value ETF in 2019 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 20 increasing their positions, 13 reducing their positions, and 8 closing their positions.

Holders
61
Holders Change
+3
Holders Change %
+5.17%
% of All Funds
1.2%
Holding in Top 10
3
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.06%
New
13
Increased
20
Reduced
13
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$28.7M
2
AWM
2
AE Wealth Management
Kansas
$92.6M
3
Bank of America
3
Bank of America
North Carolina
$18.9M
4
SS
4
Simplicity Solutions
Minnesota
$90.2M
5
Truist Financial
5
Truist Financial
North Carolina
$14.7M

Top Sellers

1
PFG
1
Pacific Financial Group
Washington
$23.7M
2
UBS Group
2
UBS Group
Switzerland
$62.5M
3
M&T Bank
3
M&T Bank
New York
$0
4
Wells Fargo
4
Wells Fargo
California
$33.3M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
26
Envestnet Asset Management
Illinois
$642K 10,980 +1,976 +22%
BWM
27
Baystate Wealth Management
Massachusetts
$548K 9,368 -97 -1%
GG
28
GenWealth Group
New Jersey
$523K 8,939 – –
EH
29
Equitable Holdings
New York
$502K 8,587 +8,587 New
RJA
30
Raymond James & Associates
Florida
$404K 6,901 +1,977 +40%
LAS
31
Lloyd Advisory Services
Georgia
$395K 6,757 +6,757 New
PFS
32
Prospera Financial Services
Texas
$360K 6,156 – –
TRCT
33
Tower Research Capital (TRC)
New York
$349K 5,970 -6,907 -54%
LNWWM
34
Laird Norton Wetherby Wealth Management
California
$344K 5,880 – –
BCM
35
Brookstone Capital Management
Illinois
$301K 5,151 -358 -6%
WA
36
WBH Advisory
Maryland
$289K 4,952 – –
PNC Financial Services Group
37
PNC Financial Services Group
Pennsylvania
$280K 4,794 – –
Fidelity Investments
38
Fidelity Investments
Massachusetts
$273K 4,676 +784 +20%
AG
39
Advisor Group
Arizona
$251K 4,282 -3,462 -45%
ACA
40
Anchor Capital Advisors
Massachusetts
$235K 4,022 – –
MFW
41
Mosaic Family Wealth
Missouri
$226K 3,858 – –
BA
42
Ballast Advisors
Minnesota
$195K 3,338 +3,338 New
William Blair & Company
43
William Blair & Company
Illinois
$193K 3,305 – –
LTFS
44
Ladenburg Thalmann Financial Services
Florida
$143K 2,497 -1,010 -29%
Carson Wealth (CWM LLC)
45
Carson Wealth (CWM LLC)
Nebraska
$119K 1,789 – –
APA
46
American Portfolios Advisors
New York
$70.7K 1,208 – –
SFPG
47
Stonebridge Financial Planning Group
Florida
$44K 755 +755 New
CCM
48
Cribstone Capital Management
Maine
$37K 628 – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$37K 624 +6 +1%
GI
50
Gradient Investments
Minnesota
$33K 564 +125 +28%
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