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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

114 hedge funds and large institutions have $1.58B invested in iShares Russell Top 200 Value ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
41
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$448M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$368M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$346M
4
PCP
4
Proficio Capital Partners
Massachusetts
$16M
5
MAC
5
Mason & Associates (California)
California
$23.6M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$122M
2
GWMIA
2
Global Wealth Management Investment Advisory
Florida
$3.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.38M
4
Truist Financial
4
Truist Financial
North Carolina
$33.1M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$4.5M
Name Market Value Shares Shares
Change 		Shares
Change %
LPL Financial
26
LPL Financial
California
$2.78M 44,988 +10,820 +32%
HighTower Advisors
27
HighTower Advisors
Illinois
$2.49M 40,341 -692 -2%
Citadel Advisors
28
Citadel Advisors
Florida
$2.28M 36,918 +327 +0.9%
KPWS
29
Kestra Private Wealth Services
Texas
$2.26M 36,623 +10,246 +39%
Goldman Sachs
30
Goldman Sachs
New York
$2.18M 35,257 +32,002 +983%
RJFSA
31
Raymond James Financial Services Advisors
Florida
$2.17M 35,164 +1,560 +5%
9WM
32
9258 Wealth Management
Ohio
$2.04M 33,045 +28,759 +671%
OC
33
Oppenheimer & Co
New York
$1.95M 31,481 +1,749 +6%
RJA
34
Raymond James & Associates
Florida
$1.83M 29,668 -1,395 -4%
Citigroup
35
Citigroup
New York
$1.82M 29,500 – –
PFG
36
Peterson Financial Group
Iowa
$1.61M 26,001 -1,944 -7%
Northwestern Mutual Wealth Management
37
Northwestern Mutual Wealth Management
Wisconsin
$1.6M 25,879 -94 -0.4%
JPMPWA
38
J.P. Morgan Private Wealth Advisors
California
$1.59M 25,679 -101 -0.4%
NC
39
NinePointTwo Capital
California
$1.41M 22,780 – –
Susquehanna International Group
40
Susquehanna International Group
Pennsylvania
$1.38M 22,277 -23,875 -52%
Rockefeller Capital Management
41
Rockefeller Capital Management
New York
$1.21M 19,657 +9 +0%
BWM
42
Baystate Wealth Management
Massachusetts
$1.12M 18,192 +5,169 +40%
JF
43
JSF Financial
California
$1.11M 18,010 +18,010 New
WPW
44
Waldron Private Wealth
Pennsylvania
$1.07M 17,308 -486 -3%
MWM
45
Maripau Wealth Management
Indiana
$1.05M 16,069 -1,644 -9%
KAS
46
Kestra Advisory Services
Texas
$1.02M 16,521 +16,521 New
Osaic Holdings
47
Osaic Holdings
Arizona
$999K 16,199 -5,224 -24%
JPMorgan Chase & Co
48
JPMorgan Chase & Co
New York
$952K 15,414 -746 -5%
CCB
49
Country Club Bank
Missouri
$952K 15,325 -255 -2%
CAN
50
Cetera Advisor Networks
California
$947K 15,322 -7,224 -32%
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