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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

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.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.37%
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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$310M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$286M
3
Truist Financial
3
Truist Financial
North Carolina
$29.3M
4
AWM
4
AE Wealth Management
Kansas
$128M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.96M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.6M
2
HGWM
2
Horst & Graben Wealth Management
Oregon
$33.7M
3
Ameriprise
3
Ameriprise
Minnesota
$4.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$310K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
26
Goldman Sachs
New York
$1.47M 25,328 -13,015 -34%
RJA
27
Raymond James & Associates
Florida
$1.4M 24,160 +3,380 +16%
NC
28
NinePointTwo Capital
California
$1.32M 22,780 +22,780 New
LPL Financial
29
LPL Financial
California
$1.24M 21,388 -2,009 -9%
Northwestern Mutual Wealth Management
30
Northwestern Mutual Wealth Management
Wisconsin
$1.19M 20,565 – –
RJFSA
31
Raymond James Financial Services Advisors
Florida
$1.01M 17,486 +7,871 +82%
BWM
32
Baystate Wealth Management
Massachusetts
$916K 15,823 -1,341 -8%
CCT
33
Country Club Trust
Missouri
$913K 15,900 -140 -0.9%
VVP
34
Venture Visionary Partners
Ohio
$880K 15,206 +15,206 New
M&T Bank
35
M&T Bank
New York
$827K 14,295 -26 -0.2%
Franklin Resources
36
Franklin Resources
California
$600K 10,362 -3,790 -27%
LAS
37
Lloyd Advisory Services
Georgia
$595K 10,273 -228 -2%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$591K 10,202 +181 +2%
Royal Bank of Canada
39
Royal Bank of Canada
Ontario, Canada
$538K 9,297 +5,205 +127%
TRCT
40
Tower Research Capital (TRC)
New York
$538K 9,287 +6,721 +262%
T
41
TRUADVICE
Florida
$517K 9,028 +2,068 +30%
Fifth Third Bancorp
42
Fifth Third Bancorp
Ohio
$505K 8,722 +8,722 New
EH
43
Equitable Holdings
New York
$503K 8,691 – –
MPWT
44
MassMutual Private Wealth & Trust
Connecticut
$496K 8,573 +926 +12%
GG
45
GenWealth Group
New Jersey
$462K 7,976 – –
WF
46
Welch & Forbes
Massachusetts
$431K 7,437 – –
PFS
47
Prospera Financial Services
Texas
$333K 5,756 – –
PFG
48
Pacific Financial Group
Washington
$324K 5,597 -41 -0.7%
Citadel Advisors
49
Citadel Advisors
Florida
$310K 5,361 -23,366 -81%
SCM
50
Southport Capital Management
Tennessee
$302K 5,222 -21 -0.4%
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