IWX icon

iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

98 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
29
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
1
Mason & Associates (California)
California
$15.9M
2
TF
2
TIAA FSB
Florida
$290M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$9.63M
4
Truist Financial
4
Truist Financial
North Carolina
$42.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$318M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$293M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.86M
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$2.24M 31,907 +22,983 +258%
Citigroup
27
Citigroup
New York
$2.12M 30,300 – –
PFG
28
Peterson Financial Group
Iowa
$2.08M 29,695 +29,695 New
RJA
29
Raymond James & Associates
Florida
$2.04M 29,171 +1,719 +6%
Goldman Sachs
30
Goldman Sachs
New York
$1.86M 26,515 -80,410 -75%
CAN
31
Cetera Advisor Networks
California
$1.72M 24,487 +3,715 +18%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.63M 23,187 +3,771 +19%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.62M 23,133 -2,274 -9%
NC
34
NinePointTwo Capital
California
$1.6M 22,780 – –
MWM
35
Maripau Wealth Management
Indiana
$1.41M 20,162 +20,162 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.37M 19,609 +11 +0.1%
WPW
37
Waldron Private Wealth
Pennsylvania
$1.37M 19,577 +3,206 +20%
Citadel Advisors
38
Citadel Advisors
Florida
$1.27M 18,160 -22,954 -56%
JPMorgan Chase & Co
39
JPMorgan Chase & Co
New York
$1.16M 16,528 -280 -2%
CCT
40
Country Club Trust
Missouri
$1.12M 15,900 – –
FTUS
41
Flow Traders U.S.
New York
$1.08M 15,472 +15,472 New
VVP
42
Venture Visionary Partners
Ohio
$1.06M 15,183 +30 +0.2%
BWM
43
Baystate Wealth Management
Massachusetts
$891K 12,714 -526 -4%
JPMPWA
44
J.P. Morgan Private Wealth Advisors
California
$856K 12,214 +247 +2%
M&T Bank
45
M&T Bank
New York
$852K 12,150 -700 -5%
SIS
46
Sound Income Strategies
Florida
$732K 10,452 -731 -7%
SF
47
Synovus Financial
Georgia
$724K 10,340 – –
LAS
48
Lloyd Advisory Services
Georgia
$647K 9,231 -166 -2%
PCA
49
Pallas Capital Advisors
Massachusetts
$614K 8,989 – –
EH
50
Equitable Holdings
New York
$614K 8,757 – –
1
2
3 4 5