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iShares Russell Top 200 Value ETF
IWX

77 hedge funds and large institutions have $1.17B invested in iShares Russell Top 200 Value ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

46% more capital invested

Capital invested by funds: $800M → $1.17B (+$367M)

10% more funds holding

Funds holding: 70 → 77 (+7)

8.5% more ownership

Funds ownership: 118.66% → 127.16% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
32
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$128M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$121M
3
Truist Financial
Truist Financial
North Carolina
+$10.4M
4
AWM
AE Wealth Management
Kansas
+$4.11M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$28.7M
2
HGWM
Horst & Graben Wealth Management
Oregon
-$3.95M
3
Ameriprise
Ameriprise
Minnesota
-$1.41M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.28M
5
Goldman Sachs
Goldman Sachs
New York
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
Goldman Sachs
26
Goldman Sachs
New York
$1.47M -$711K -13,015 -34%
RJA
27
Raymond James & Associates
Florida
$1.4M +$185K +3,380 +16%
NC
28
NinePointTwo Capital
California
$1.32M +$1.25M +22,780 New
LPL Financial
29
LPL Financial
California
$1.24M -$110K -2,009 -9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.19M – – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.01M +$430K +7,871 +82%
BWM
32
Baystate Wealth Management
Massachusetts
$916K -$73.3K -1,341 -8%
CCT
33
Country Club Trust
Missouri
$913K -$7.65K -140 -0.9%
VVP
34
Venture Visionary Partners
Ohio
$880K +$831K +15,206 New
M&T Bank
35
M&T Bank
New York
$827K -$1.42K -26 -0.2%
Franklin Resources
36
Franklin Resources
California
$600K -$207K -3,790 -27%
LAS
37
Lloyd Advisory Services
Georgia
$595K -$12.5K -228 -2%
JMPWA
38
JP Morgan Private Wealth Advisors
California
$591K +$9.89K +181 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$538K +$285K +5,205 +127%
TRCT
40
Tower Research Capital (TRC)
New York
$538K +$367K +6,721 +262%
T
41
TRUADVICE
Florida
$517K +$113K +2,068 +30%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$505K +$477K +8,722 New
EH
43
Equitable Holdings
New York
$503K – – –
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$496K +$50.6K +926 +12%
GG
45
GenWealth Group
New Jersey
$462K – – –
WF
46
Welch & Forbes
Massachusetts
$431K – – –
PFS
47
Prospera Financial Services
Texas
$333K – – –
PFG
48
Pacific Financial Group
Washington
$324K -$2.24K -41 -0.7%
Citadel Advisors
49
Citadel Advisors
Florida
$310K -$1.28M -23,366 -81%
SCM
50
Southport Capital Management
Tennessee
$302K -$1.15K -21 -0.4%
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IWX Hedge Fund Activity: Q4 2020 in Review

77 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2020, worth a combined $1.17B — up 46% from $800M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IWX positions and 2 closed out — a net gain of 8 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was UBS Group, cutting an estimated $28.7M.

  • 77 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $1.17B of iShares Russell Top 200 Value ETF stock for Q4 2020, up 46% quarter-over-quarter.
  • 10 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2020 and 2 closed out, a net change of +8 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $128M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q4 2020 was UBS Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2020.