We are live on ! Find out more
IWX icon

iShares Russell Top 200 Value ETF

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.

New
Increased
Maintained
Reduced
Closed

157% more first-time investments, than exits

New positions opened: 18 | Existing positions closed: 7

17% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 29

8% more funds holding

Funds holding: 98106 (+8)

2% more capital invested

Capital invested by funds: $1.35B → $1.38B (+$28.4M)

0.41% more ownership

Funds ownership: 107.57%107.98% (+0.41%)

17% less funds holding in top 10

Funds holding in top 10: 65 (-1)

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.67%
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
Name Holding Trade Value Shares
Change
Change in
Stake
Citadel Advisors
26
Citadel Advisors
Florida
$2.55M +$1.27M +18,431 +101%
LPL Financial
27
LPL Financial
California
$2.38M -$86.3K -1,248 -4%
RJFSA
28
Raymond James Financial Services Advisors
Florida
$2.34M +$21.4K +309 +0.9%
RJA
29
Raymond James & Associates
Florida
$2.16M +$131K +1,892 +6%
OC
30
Oppenheimer & Co
New York
$2.07M -$245K -3,551 -11%
Citigroup
31
Citigroup
New York
$2.06M -$55.3K -800 -3%
PFG
32
Peterson Financial Group
Iowa
$1.95M -$121K -1,750 -6%
KPWS
33
Kestra Private Wealth Services
Texas
$1.84M -$382K -5,530 -17%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.81M +$193K +2,786 +12%
JMPWA
35
JP Morgan Private Wealth Advisors
California
$1.8M +$938K +13,566 +111%
NC
36
NinePointTwo Capital
California
$1.59M
CAN
37
Cetera Advisor Networks
California
$1.57M -$134K -1,941 -8%
Rockefeller Capital Management
38
Rockefeller Capital Management
New York
$1.37M +$2.7K +39 +0.2%
WPW
39
Waldron Private Wealth
Pennsylvania
$1.24M -$123K -1,783 -9%
MWM
40
Maripau Wealth Management
Indiana
$1.2M -$169K -2,449 -12%
JP Morgan Chase
41
JP Morgan Chase
New York
$1.13M -$25.4K -368 -2%
CCB
42
Country Club Bank
Missouri
$1.1M +$1.08M +15,580 New
VVP
43
Venture Visionary Partners
Ohio
$1.06M +$829 +12 +0.1%
BWM
44
Baystate Wealth Management
Massachusetts
$907K +$21.4K +309 +2%
M&T Bank
45
M&T Bank
New York
$807K -$38K -550 -5%
SF
46
Synovus Financial
Georgia
$719K
SIS
47
Sound Income Strategies
Florida
$707K -$20.9K -302 -3%
KBFS
48
Kohmann Bosshard Financial Services
Ohio
$655K +$650K +9,398 New
EH
49
Equitable Holdings
New York
$615K +$5.46K +79 +0.9%
LAS
50
Lloyd Advisory Services
Georgia
$611K -$31.5K -456 -5%