IWX icon

iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

106 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 Value ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
34
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$320M
2
PCP
2
Proficio Capital Partners
Massachusetts
$18.3M
3
HH
3
Hilltop Holdings
Texas
$6.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.55M
5
CCB
5
Country Club Bank
Missouri
$1.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$160M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$312M
3
Truist Financial
3
Truist Financial
North Carolina
$38.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$5.87M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Citadel Advisors
26
Citadel Advisors
Florida
$2.55M 36,591 +18,431 +101%
LPL Financial
27
LPL Financial
California
$2.38M 34,168 -1,248 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.34M 33,604 +309 +0.9%
RJA
29
Raymond James & Associates
Florida
$2.16M 31,063 +1,892 +6%
OC
30
Oppenheimer & Co
New York
$2.07M 29,732 -3,551 -11%
Citigroup
31
Citigroup
New York
$2.06M 29,500 -800 -3%
PFG
32
Peterson Financial Group
Iowa
$1.95M 27,945 -1,750 -6%
KPWS
33
Kestra Private Wealth Services
Texas
$1.84M 26,377 -5,530 -17%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.81M 25,973 +2,786 +12%
JPMPWA
35
J.P. Morgan Private Wealth Advisors
California
$1.8M 25,780 +13,566 +111%
NC
36
NinePointTwo Capital
California
$1.59M 22,780 – –
CAN
37
Cetera Advisor Networks
California
$1.57M 22,546 -1,941 -8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.37M 19,648 +39 +0.2%
WPW
39
Waldron Private Wealth
Pennsylvania
$1.24M 17,794 -1,783 -9%
MWM
40
Maripau Wealth Management
Indiana
$1.2M 17,713 -2,449 -12%
JPMorgan Chase & Co
41
JPMorgan Chase & Co
New York
$1.13M 16,160 -368 -2%
CCB
42
Country Club Bank
Missouri
$1.1M 15,580 +15,580 New
VVP
43
Venture Visionary Partners
Ohio
$1.06M 15,195 +12 +0.1%
BWM
44
Baystate Wealth Management
Massachusetts
$907K 13,023 +309 +2%
M&T Bank
45
M&T Bank
New York
$807K 11,600 -550 -5%
SF
46
Synovus Financial
Georgia
$719K 10,340 – –
SIS
47
Sound Income Strategies
Florida
$707K 10,150 -302 -3%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$655K 9,398 +9,398 New
EH
49
Equitable Holdings
New York
$615K 8,836 +79 +0.9%
LAS
50
Lloyd Advisory Services
Georgia
$611K 8,775 -456 -5%
1
2
3 4 5