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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

117 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
34
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$437M
2
5L
2
55I LLC
Massachusetts
$13.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$9.47M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.37M
5
9WM
5
9258 Wealth Management
Ohio
$3.94M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$427K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$274M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$254M
4
HH
4
Hilltop Holdings
Texas
$0
5
AWM
5
AE Wealth Management
Kansas
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
RJA
26
Raymond James & Associates
Florida
$2.73M 47,279 +17,611 +59%
LPL Financial
27
LPL Financial
California
$2.68M 46,425 +1,437 +3%
KPWS
28
Kestra Private Wealth Services
Texas
$2.64M 45,805 +9,182 +25%
HighTower Advisors
29
HighTower Advisors
Illinois
$2.36M 40,785 +444 +1%
Citadel Advisors
30
Citadel Advisors
Florida
$2.23M 38,643 +1,725 +5%
JPMPWA
31
J.P. Morgan Private Wealth Advisors
California
$2.18M 37,731 +12,052 +47%
OC
32
Oppenheimer & Co
New York
$2.07M 35,916 +4,435 +14%
RJFSA
33
Raymond James Financial Services Advisors
Florida
$1.97M 34,139 -1,025 -3%
Northwestern Mutual Wealth Management
34
Northwestern Mutual Wealth Management
Wisconsin
$1.49M 25,879 – –
PFG
35
Peterson Financial Group
Iowa
$1.39M 24,111 -1,890 -7%
Goldman Sachs
36
Goldman Sachs
New York
$1.36M 23,503 -11,754 -33%
NC
37
NinePointTwo Capital
California
$1.31M 22,780 – –
NA
38
NewEdge Advisors
Louisiana
$1.29M 22,421 +17,721 +377%
TLFA
39
True Link Financial Advisors
California
$1.27M 22,054 +22,054 New
Rockefeller Capital Management
40
Rockefeller Capital Management
New York
$1.15M 19,955 +298 +2%
BWM
41
Baystate Wealth Management
Massachusetts
$1.08M 18,731 +539 +3%
KAS
42
Kestra Advisory Services
Texas
$1.04M 18,090 +1,569 +9%
WPW
43
Waldron Private Wealth
Pennsylvania
$998K 17,308 – –
Osaic Holdings
44
Osaic Holdings
Arizona
$972K 16,852 +653 +4%
CCB
45
Country Club Bank
Missouri
$928K 15,875 +550 +4%
JPMorgan Chase & Co
46
JPMorgan Chase & Co
New York
$880K 15,257 -157 -1%
VVP
47
Venture Visionary Partners
Ohio
$877K 15,207 – –
MWM
48
Maripau Wealth Management
Indiana
$821K 12,867 -3,202 -20%
CAN
49
Cetera Advisor Networks
California
$784K 13,594 -1,728 -11%
T
50
TCWP
Ohio
$745K 12,915 +12,915 New
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2
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