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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

91 hedge funds and large institutions have $1.24B invested in iShares Russell Top 200 Value ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
30
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$36.6M
2
FTUS
2
Flow Traders U.S.
New York
$2.85M
3
T
3
TRUADVICE
Florida
$2.68M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.27M
5
SIS
5
Sound Income Strategies
Florida
$827K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$319M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$292M
3
HGWM
3
Horst & Graben Wealth Management
Oregon
$22.4M
4
TF
4
TIAA FSB
Florida
$236M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$1.85M 27,792 +151 +0.5%
Goldman Sachs
27
Goldman Sachs
New York
$1.68M 25,328 – –
Osaic Holdings
28
Osaic Holdings
Arizona
$1.58M 23,796 -1,990 -8%
RJFSA
29
Raymond James Financial Services Advisors
Florida
$1.54M 23,192 +4,576 +25%
NC
30
NinePointTwo Capital
California
$1.51M 22,780 – –
Susquehanna International Group
31
Susquehanna International Group
Pennsylvania
$1.44M 21,640 -539 -2%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.37M 20,628 +63 +0.3%
CAN
33
Cetera Advisor Networks
California
$1.32M 19,817 -31,449 -61%
Rockefeller Capital Management
34
Rockefeller Capital Management
New York
$1.27M 19,098 +17,427 +1,043%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$1.11M 16,711 -531 -3%
CCT
36
Country Club Trust
Missouri
$1.05M 15,900 – –
VVP
37
Venture Visionary Partners
Ohio
$1.01M 15,153 -53 -0.3%
BWM
38
Baystate Wealth Management
Massachusetts
$887K 13,357 -910 -6%
M&T Bank
39
M&T Bank
New York
$854K 12,850 -18 -0.1%
SIS
40
Sound Income Strategies
Florida
$827K 12,444 +12,444 New
JPMPWA
41
J.P. Morgan Private Wealth Advisors
California
$777K 11,701 +1,533 +15%
TRCT
42
Tower Research Capital (TRC)
New York
$687K 10,337 +7,565 +273%
LAS
43
Lloyd Advisory Services
Georgia
$680K 10,235 -119 -1%
PCA
44
Pallas Capital Advisors
Massachusetts
$601K 8,989 +8,989 New
EH
45
Equitable Holdings
New York
$582K 8,757 – –
FIA
46
Foundations Investment Advisors
Arizona
$577K 8,632 +8,632 New
Fifth Third Bancorp
47
Fifth Third Bancorp
Ohio
$504K 7,581 +911 +14%
SF
48
Synovus Financial
Georgia
$502K 7,543 +2,364 +46%
Franklin Resources
49
Franklin Resources
California
$456K 6,859 -3,385 -33%
GG
50
GenWealth Group
New Jersey
$387K 5,836 – –
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