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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

124 hedge funds and large institutions have $1.75B invested in iShares Russell Top 200 Value ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
10
Increased
42
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$395M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$370M
3
TF
3
TIAA FSB
Florida
$513M
4
FCAM
4
First Citizens Asset Management
North Carolina
$30.1M
5
KPWS
5
Kestra Private Wealth Services
Texas
$7.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.6M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$5.59M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$3.71M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.55M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$396K
Name Market Value Shares Shares
Change 		Shares
Change %
HIA
26
Harbor Investment Advisory
Maryland
$3.42M 52,487 -4 -0%
RJA
27
Raymond James & Associates
Florida
$3.4M 52,191 +2,999 +6%
BOSSRA
28
B.O.S.S. Retirement Advisors
Utah
$3.27M 50,275 +3,746 +8%
Goldman Sachs
29
Goldman Sachs
New York
$3.26M 50,141 +14,551 +41%
CAG
30
Csenge Advisory Group
Florida
$3.23M 49,561 +2,086 +4%
JPMorgan Chase & Co
31
JPMorgan Chase & Co
New York
$2.98M 45,716 +5,867 +15%
LPL Financial
32
LPL Financial
California
$2.97M 45,698 -3,812 -8%
HighTower Advisors
33
HighTower Advisors
Illinois
$2.73M 42,176 +1,301 +3%
MCWS
34
McKinley Carter Wealth Services
West Virginia
$2.61M 40,132 -7,357 -15%
GWMIA
35
Global Wealth Management Investment Advisory
Florida
$2.58M 39,617 -4,179 -10%
JPMPWA
36
J.P. Morgan Private Wealth Advisors
California
$2.33M 35,757 +17,622 +97%
EFS
37
Econ Financial Services
Pennsylvania
$2.31M 35,540 +35,540 New
RJFSA
38
Raymond James Financial Services Advisors
Florida
$2.15M 33,054 +590 +2%
OC
39
Oppenheimer & Co
New York
$2.09M 32,170 -2,688 -8%
FIA
40
Foundations Investment Advisors
Arizona
$1.76M 27,039 -560 -2%
BMCM
41
Bryn Mawr Capital Management
Pennsylvania
$1.75M 26,846 +5,086 +23%
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$1.69M 26,028 -3,319 -11%
NC
43
NinePointTwo Capital
California
$1.48M 22,780 – –
AFP
44
Ausdal Financial Partners
Iowa
$1.45M 22,298 -298 -1%
TLFA
45
True Link Financial Advisors
California
$1.33M 20,450 -1,604 -7%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.3M 19,959 +210 +1%
OIA
47
OneDigital Investment Advisors
Kansas
$1.28M 19,612 -707 -3%
TF
48
TimeScale Financial
Massachusetts
$1.28M 19,612 +14,373 +274%
BWM
49
Baystate Wealth Management
Massachusetts
$1.17M 17,988 -11,806 -40%
Cambridge Investment Research Advisors
50
Cambridge Investment Research Advisors
Iowa
$1.15M 17,659 +1,896 +12%
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