We are live on ! Find out more
IWX icon

iShares Russell Top 200 Value ETF
IWX

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.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

10% more funds holding

Funds holding: 89 → 98 (+9)

5% more capital invested

Capital invested by funds: $1.28B → $1.35B (+$69.7M)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0.64% less ownership

Funds ownership: 108.2% → 107.57% (-0.64%)

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
TF
TIAA FSB
Florida
+$6.07M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$4.99M
3
Truist Financial
Truist Financial
North Carolina
+$4.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.44M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.5M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$24.8M
3
Goldman Sachs
Goldman Sachs
New York
-$5.5M
4
HGWM
Horst & Graben Wealth Management
Oregon
-$1.79M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
KPWS
26
Kestra Private Wealth Services
Texas
$2.24M +$1.57M +22,983 +258%
Citigroup
27
Citigroup
New York
$2.12M – – –
PFG
28
Peterson Financial Group
Iowa
$2.08M +$2.03M +29,695 New
RJA
29
Raymond James & Associates
Florida
$2.04M +$118K +1,719 +6%
Goldman Sachs
30
Goldman Sachs
New York
$1.86M -$5.5M -80,410 -75%
CAN
31
Cetera Advisor Networks
California
$1.72M +$254K +3,715 +18%
Northwestern Mutual Wealth Management
32
Northwestern Mutual Wealth Management
Wisconsin
$1.63M +$258K +3,771 +19%
Osaic Holdings
33
Osaic Holdings
Arizona
$1.62M -$156K -2,274 -9%
NC
34
NinePointTwo Capital
California
$1.6M – – –
MWM
35
Maripau Wealth Management
Indiana
$1.41M +$1.38M +20,162 New
Rockefeller Capital Management
36
Rockefeller Capital Management
New York
$1.37M +$752 +11 +0.1%
WPW
37
Waldron Private Wealth
Pennsylvania
$1.37M +$219K +3,206 +20%
Citadel Advisors
38
Citadel Advisors
Florida
$1.27M -$1.57M -22,954 -56%
JP Morgan Chase
39
JP Morgan Chase
New York
$1.16M -$19.1K -280 -2%
CCT
40
Country Club Trust
Missouri
$1.12M – – –
FTUS
41
Flow Traders U.S.
New York
$1.08M +$1.06M +15,472 New
VVP
42
Venture Visionary Partners
Ohio
$1.06M +$2.05K +30 +0.2%
BWM
43
Baystate Wealth Management
Massachusetts
$891K -$36K -526 -4%
JMPWA
44
JP Morgan Private Wealth Advisors
California
$856K +$16.9K +247 +2%
M&T Bank
45
M&T Bank
New York
$852K -$47.9K -700 -5%
SIS
46
Sound Income Strategies
Florida
$732K -$50K -731 -7%
SF
47
Synovus Financial
Georgia
$724K – – –
LAS
48
Lloyd Advisory Services
Georgia
$647K -$11.4K -166 -2%
EH
49
Equitable Holdings
New York
$614K – – –
PCA
50
Pallas Capital Advisors
Massachusetts
$614K – – –
1
2
3 4 5

IWX Hedge Fund Activity: Q4 2021 in Review

98 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2021, worth a combined $1.35B — up 5.5% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IWX positions and 8 closed out — a net gain of 9 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was TIAA FSB, adding an estimated $6.07M. The largest seller was Envestnet Asset Management, cutting an estimated $29.5M.

  • 98 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2021, up from 89 in Q3 2021.
  • Funds reported $1.35B of iShares Russell Top 200 Value ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 17 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2021 and 8 closed out, a net change of +9 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q4 2021 was TIAA FSB, an estimated $6.07M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q4 2021.