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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

89 hedge funds and large institutions have $1.28B invested in iShares Russell Top 200 Value ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
32
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$267M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$326M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$299M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.02M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$4.23M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$158M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
T
3
TRUADVICE
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6M
5
GWMIA
5
Global Wealth Management Investment Advisory
Florida
$7.71M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$1.8M 27,452 -604 -2%
RJFSA
27
Raymond James Financial Services Advisors
Florida
$1.75M 26,648 +3,456 +15%
Osaic Holdings
28
Osaic Holdings
Arizona
$1.67M 25,407 +1,611 +7%
NC
29
NinePointTwo Capital
California
$1.5M 22,780 – –
CAN
30
Cetera Advisor Networks
California
$1.36M 20,772 +955 +5%
Rockefeller Capital Management
31
Rockefeller Capital Management
New York
$1.29M 19,598 +500 +3%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.28M 19,416 -1,212 -6%
JPMorgan Chase & Co
33
JPMorgan Chase & Co
New York
$1.1M 16,808 +97 +0.6%
WPW
34
Waldron Private Wealth
Pennsylvania
$1.07M 16,371 +16,371 New
CCT
35
Country Club Trust
Missouri
$1.06M 15,900 – –
VVP
36
Venture Visionary Partners
Ohio
$994K 15,153 – –
BWM
37
Baystate Wealth Management
Massachusetts
$869K 13,240 -117 -0.9%
M&T Bank
38
M&T Bank
New York
$843K 12,850 – –
JPMPWA
39
J.P. Morgan Private Wealth Advisors
California
$786K 11,967 +266 +2%
SIS
40
Sound Income Strategies
Florida
$734K 11,183 -1,261 -10%
SF
41
Synovus Financial
Georgia
$679K 10,340 +2,797 +37%
PCA
42
Pallas Capital Advisors
Massachusetts
$625K 8,989 – –
LAS
43
Lloyd Advisory Services
Georgia
$617K 9,397 -838 -8%
KPWS
44
Kestra Private Wealth Services
Texas
$586K 8,924 +8,924 New
EH
45
Equitable Holdings
New York
$575K 8,757 – –
Fifth Third Bancorp
46
Fifth Third Bancorp
Ohio
$498K 7,581 – –
CW
47
CreativeOne Wealth
Kansas
$487K 7,412 +7,412 New
Franklin Resources
48
Franklin Resources
California
$450K 6,859 – –
FIA
49
Foundations Investment Advisors
Arizona
$436K 6,545 -2,087 -24%
Bank of Montreal
50
Bank of Montreal
Ontario, Canada
$399K 5,925 +5,925 New
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