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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

70 hedge funds and large institutions have $800M invested in iShares Russell Top 200 Value ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
17
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$154M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$139M
3
SS
3
Simplicity Solutions
Minnesota
$109M
4
AWM
4
AE Wealth Management
Kansas
$109M
5
CWAG
5
Compton Wealth Advisory Group
Virginia
$6.54M

Top Sellers

1
HGWM
1
Horst & Graben Wealth Management
Oregon
$33.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$899K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209K
4
M&T Bank
4
M&T Bank
New York
$731K
5
BWM
5
Baystate Wealth Management
Massachusetts
$877K
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.06M 20,780 +1,872 +10%
Northwestern Mutual Wealth Management
27
Northwestern Mutual Wealth Management
Wisconsin
$1.05M 20,565 +853 +4%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$899K 17,609 -23,428 -57%
BWM
29
Baystate Wealth Management
Massachusetts
$877K 17,164 -7,526 -30%
CCT
30
Country Club Trust
Missouri
$819K 16,040 +16,040 New
Osaic Holdings
31
Osaic Holdings
Arizona
$807K 15,804 +2,414 +18%
M&T Bank
32
M&T Bank
New York
$731K 14,321 -10,385 -42%
Franklin Resources
33
Franklin Resources
California
$723K 14,152 -3,612 -20%
LAS
34
Lloyd Advisory Services
Georgia
$536K 10,501 +602 +6%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$512K 10,021 -606 -6%
RJFSA
36
Raymond James Financial Services Advisors
Florida
$491K 9,615 -1,266 -12%
EH
37
Equitable Holdings
New York
$444K 8,691 – –
GG
38
GenWealth Group
New Jersey
$415K 7,976 -963 -11%
MPWT
39
MassMutual Private Wealth & Trust
Connecticut
$391K 7,647 +7,647 New
WF
40
Welch & Forbes
Massachusetts
$380K 7,437 +7,437 New
T
41
TRUADVICE
Florida
$362K 6,960 +6,960 New
PFS
42
Prospera Financial Services
Texas
$294K 5,756 -400 -6%
PFG
43
Pacific Financial Group
Washington
$288K 5,638 +5,638 New
SCM
44
Southport Capital Management
Tennessee
$268K 5,243 +5,243 New
Royal Bank of Canada
45
Royal Bank of Canada
Ontario, Canada
$209K 4,092 -20,882 -84%
DK
46
Darrell & King
Virginia
$205K 4,015 +4,015 New
ACA
47
Anchor Capital Advisors
Massachusetts
$205K 4,022 +4,022 New
WA
48
WBH Advisory
Maryland
$201K 3,931 +3,931 New
BA
49
Ballast Advisors
Minnesota
$170K 3,338 – –
William Blair & Company
50
William Blair & Company
Illinois
$169K 3,305 – –
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