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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

135 hedge funds and large institutions have $1.97B invested in iShares Russell Top 200 Value ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
16
Increased
37
Reduced
38
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$590M
2
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$440M
3
PP
3
Pegasus Partners
Wisconsin
$18.3M
4
HighTower Advisors
4
HighTower Advisors
Illinois
$10.8M
5
NA
5
NewEdge Advisors
Louisiana
$14.9M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$873K
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$415M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$2.2M
4
SS
4
Simplicity Solutions
Minnesota
$0
5
FCAM
5
First Citizens Asset Management
North Carolina
$33.8M
Name Market Value Shares Shares
Change 		Shares
Change %
BOSSRA
26
B.O.S.S. Retirement Advisors
Utah
$4.27M 65,324 +6,852 +12%
MML Investors Services
27
MML Investors Services
Massachusetts
$4.14M 63,363 -12,884 -17%
JPMorgan Chase & Co
28
JPMorgan Chase & Co
New York
$3.76M 57,478 +13,258 +30%
Goldman Sachs
29
Goldman Sachs
New York
$3.63M 55,473 +420 +0.8%
LPL Financial
30
LPL Financial
California
$3.61M 55,183 +2,830 +5%
CAG
31
Csenge Advisory Group
Florida
$3.59M 54,926 +4,014 +8%
BMCM
32
Bryn Mawr Capital Management
Pennsylvania
$3.53M 53,932 +18,168 +51%
HIA
33
Harbor Investment Advisory
Maryland
$3.41M 52,206 -282 -0.5%
RJA
34
Raymond James & Associates
Florida
$3.41M 52,165 +5,022 +11%
FIA
35
Foundations Investment Advisors
Arizona
$2.91M 44,473 +830 +2%
MCWS
36
McKinley Carter Wealth Services
West Virginia
$2.62M 40,009 -150 -0.4%
IWC
37
Integrated Wealth Concepts
Massachusetts
$2.46M 37,596 -16,388 -30%
GWMIA
38
Global Wealth Management Investment Advisory
Florida
$2.31M 35,265 -3,033 -8%
VOYA Investment Management
39
VOYA Investment Management
Georgia
$2.2M 33,671 -198,854 -86%
OC
40
Oppenheimer & Co
New York
$2.1M 32,166 +103 +0.3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.07M 31,736 +73 +0.2%
JPMPWA
42
J.P. Morgan Private Wealth Advisors
California
$2.03M 31,027 -1,575 -5%
SWA
43
SOA Wealth Advisors
New York
$1.91M 29,167 +19,907 +215%
Cambridge Investment Research Advisors
44
Cambridge Investment Research Advisors
Iowa
$1.89M 28,949 +5,178 +22%
CAN
45
Cetera Advisor Networks
California
$1.82M 27,869 +777 +3%
Northwestern Mutual Wealth Management
46
Northwestern Mutual Wealth Management
Wisconsin
$1.65M 25,274 -758 -3%
NC
47
NinePointTwo Capital
California
$1.49M 22,780 – –
AFP
48
Ausdal Financial Partners
Iowa
$1.46M 22,298 – –
Rockefeller Capital Management
49
Rockefeller Capital Management
New York
$1.38M 21,066 +41 +0.2%
BWM
50
Baystate Wealth Management
Massachusetts
$1.37M 20,952 -1,519 -7%
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