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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

132 hedge funds and large institutions have $1.53B invested in iShares Russell Top 200 Value ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
28
Increased
34
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAM
1
First Citizens Asset Management
North Carolina
$21.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.4M
3
NA
3
NewEdge Advisors
Louisiana
$11.8M
4
AWMNH
4
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.11M
5
SW
5
Simplicity Wealth
New Jersey
$8.98M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$266M
3
TF
3
TIAA FSB
Florida
$478M
4
AWM
4
AE Wealth Management
Kansas
$117M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
KPWS
26
Kestra Private Wealth Services
Texas
$3.92M 60,410 +14,605 +32%
Susquehanna International Group
27
Susquehanna International Group
Pennsylvania
$3.54M 54,492 -3,869 -7%
HIA
28
Harbor Investment Advisory
Maryland
$3.41M 52,491 +2 +0%
LPL Financial
29
LPL Financial
California
$3.22M 49,510 +3,085 +7%
RJA
30
Raymond James & Associates
Florida
$3.2M 49,192 +1,913 +4%
MCWS
31
McKinley Carter Wealth Services
West Virginia
$3.09M 47,489 +47,489 New
CAG
32
Csenge Advisory Group
Florida
$3.08M 47,475 +47,475 New
BOSSRA
33
B.O.S.S. Retirement Advisors
Utah
$3.02M 46,529 +46,529 New
GWMIA
34
Global Wealth Management Investment Advisory
Florida
$2.85M 43,796 -8,423 -16%
HighTower Advisors
35
HighTower Advisors
Illinois
$2.65M 40,875 +90 +0.2%
JPMorgan Chase & Co
36
JPMorgan Chase & Co
New York
$2.59M 39,849 +24,592 +161%
Goldman Sachs
37
Goldman Sachs
New York
$2.31M 35,590 +12,087 +51%
OC
38
Oppenheimer & Co
New York
$2.26M 34,858 -1,058 -3%
PFS
39
Prospera Financial Services
Texas
$2.13M 32,833 +28,682 +691%
RJFSA
40
Raymond James Financial Services Advisors
Florida
$2.11M 32,464 -1,675 -5%
BWM
41
Baystate Wealth Management
Massachusetts
$1.94M 29,794 +11,063 +59%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.91M 29,347 +3,468 +13%
FIA
43
Foundations Investment Advisors
Arizona
$1.79M 27,599 +20,270 +277%
NC
44
NinePointTwo Capital
California
$1.48M 22,780 – –
AFP
45
Ausdal Financial Partners
Iowa
$1.47M 22,596 +22,596 New
PFG
46
Peterson Financial Group
Iowa
$1.46M 22,464 -1,647 -7%
TLFA
47
True Link Financial Advisors
California
$1.43M 22,054 – –
BMCM
48
Bryn Mawr Capital Management
Pennsylvania
$1.41M 21,760 +21,760 New
FTUS
49
Flow Traders U.S.
New York
$1.34M 20,604 +20,604 New
OIA
50
OneDigital Investment Advisors
Kansas
$1.32M 20,319 +14,169 +230%
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