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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

59 hedge funds and large institutions have $588M invested in iShares Russell Top 200 Value ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
4
Increased
27
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$73.5M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$65.9M
3
TF
3
TIAA FSB
Florida
$93.4M
4
AWM
4
AE Wealth Management
Kansas
$91.8M
5
SS
5
Simplicity Solutions
Minnesota
$89.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.42M
2
UBS Group
2
UBS Group
Switzerland
$41.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.9M
5
Truist Financial
5
Truist Financial
North Carolina
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
BWM
26
Baystate Wealth Management
Massachusetts
$1.21M 24,690 +3,240 +15%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$963K 19,712 – –
RJA
28
Raymond James & Associates
Florida
$923K 18,908 +12,145 +180%
Franklin Resources
29
Franklin Resources
California
$915K 17,764 – –
CWAG
30
Compton Wealth Advisory Group
Virginia
$659K 13,488 +13,488 New
Osaic Holdings
31
Osaic Holdings
Arizona
$654K 13,390 +5,321 +66%
RJFSA
32
Raymond James Financial Services Advisors
Florida
$531K 10,881 +3,003 +38%
JPMPWA
33
J.P. Morgan Private Wealth Advisors
California
$519K 10,627 -570 -5%
LAS
34
Lloyd Advisory Services
Georgia
$483K 9,899 +298 +3%
GG
35
GenWealth Group
New Jersey
$437K 8,939 – –
EH
36
Equitable Holdings
New York
$424K 8,691 +104 +1%
TRCT
37
Tower Research Capital (TRC)
New York
$386K 7,906 +897 +13%
PFS
38
Prospera Financial Services
Texas
$301K 6,156 -2,900 -32%
BA
39
Ballast Advisors
Minnesota
$163K 3,338 – –
William Blair & Company
40
William Blair & Company
Illinois
$161K 3,305 – –
Fidelity Investments
41
Fidelity Investments
Massachusetts
$120K 2,455 -110 -4%
Carson Wealth (CWM LLC)
42
Carson Wealth (CWM LLC)
Nebraska
$119K 1,789 – –
CAPTRUST Financial Advisors
43
CAPTRUST Financial Advisors
North Carolina
$96K 1,957 +12 +0.6%
PAG
44
Private Advisor Group
New Jersey
$85K 1,733 +1,733 New
Rockefeller Capital Management
45
Rockefeller Capital Management
New York
$80K 1,645 +10 +0.6%
PNC Financial Services Group
46
PNC Financial Services Group
Pennsylvania
$42K 862 – –
SFPG
47
Stonebridge Financial Planning Group
Florida
$37K 755 – –
LFG
48
LifePlan Financial Group
Ohio
$31K 627 – –
CCM
49
Cribstone Capital Management
Maine
$31K 628 – –
GI
50
Gradient Investments
Minnesota
$28K 564 -57 -9%
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