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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

130 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
17
Increased
37
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$463M
3
TF
3
TIAA FSB
Florida
$548M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$15.7M
5
SS
5
Simplicity Solutions
Minnesota
$11.8M

Top Sellers

1
AWMNH
1
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M
2
AWM
2
AE Wealth Management
Kansas
$119M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.09M
4
NA
4
NewEdge Advisors
Louisiana
$11.3M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
MML Investors Services
26
MML Investors Services
Massachusetts
$5.14M 76,247 -9,584 -11%
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$3.94M 58,472 +8,197 +16%
Goldman Sachs
28
Goldman Sachs
New York
$3.71M 55,053 +4,912 +10%
IWC
29
Integrated Wealth Concepts
Massachusetts
$3.64M 53,984 +761 +1%
HIA
30
Harbor Investment Advisory
Maryland
$3.54M 52,488 +1 +0%
LPL Financial
31
LPL Financial
California
$3.53M 52,353 +6,655 +15%
HighTower Advisors
32
HighTower Advisors
Illinois
$3.52M 52,253 +10,077 +24%
CAG
33
Csenge Advisory Group
Florida
$3.43M 50,912 +1,351 +3%
RJA
34
Raymond James & Associates
Florida
$3.18M 47,143 -5,048 -10%
JPMorgan Chase & Co
35
JPMorgan Chase & Co
New York
$2.98M 44,220 -1,496 -3%
FIA
36
Foundations Investment Advisors
Arizona
$2.94M 43,643 +16,604 +61%
MCWS
37
McKinley Carter Wealth Services
West Virginia
$2.71M 40,159 +27 +0.1%
PP
38
Pegasus Partners
Wisconsin
$2.68M 39,776 +39,776 New
GWMIA
39
Global Wealth Management Investment Advisory
Florida
$2.58M 38,298 -1,319 -3%
BMCM
40
Bryn Mawr Capital Management
Pennsylvania
$2.41M 35,764 +8,918 +33%
EFS
41
Econ Financial Services
Pennsylvania
$2.4M 35,525 -15 -0%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$2.2M 32,602 -3,155 -9%
OC
43
Oppenheimer & Co
New York
$2.16M 32,063 -107 -0.3%
OLVIG
44
Oliver Lagore Vanvalin Investment Group
Michigan
$2.15M 31,933 +31,933 New
RJFSA
45
Raymond James Financial Services Advisors
Florida
$2.14M 31,663 -1,391 -4%
CAN
46
Cetera Advisor Networks
California
$1.83M 27,092 +12,634 +87%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.76M 26,032 +4 +0%
Cambridge Investment Research Advisors
48
Cambridge Investment Research Advisors
Iowa
$1.6M 23,771 +6,112 +35%
NC
49
NinePointTwo Capital
California
$1.54M 22,780 – –
BWM
50
Baystate Wealth Management
Massachusetts
$1.52M 22,471 +4,483 +25%
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