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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

145 hedge funds and large institutions have $2.06B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.13%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
20
Increased
42
Reduced
46
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
1
Pegasus Partners
Wisconsin
$44.7M
2
SW
2
SVB Wealth
Massachusetts
$17.2M
3
FCAM
3
First Citizens Asset Management
North Carolina
$49.4M
4
AWM
4
AE Wealth Management
Kansas
$133M
5
JPMorgan Chase & Co
5
JPMorgan Chase & Co
New York
$14.3M

Top Sellers

1
Envestnet Portfolio Solutions
1
Envestnet Portfolio Solutions
Illinois
$429M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$402M
3
MAC
3
Mason & Associates (California)
California
$1.12M
4
SEM
4
Strategic Equity Management
Arizona
$1.08M
5
HighTower Advisors
5
HighTower Advisors
Illinois
$3.17M
Name Market Value Shares Shares
Change 		Shares
Change %
CAN
26
Cetera Advisor Networks
California
$4.94M 70,352 +42,483 +152%
BOSSRA
27
B.O.S.S. Retirement Advisors
Utah
$4.49M 64,059 -1,265 -2%
CAG
28
Csenge Advisory Group
Florida
$4.2M 59,905 +4,979 +9%
RJA
29
Raymond James & Associates
Florida
$4.05M 57,728 +5,563 +11%
MML Investors Services
30
MML Investors Services
Massachusetts
$4.05M 57,691 -5,672 -9%
SWA
31
SOA Wealth Advisors
New York
$3.98M 56,730 +27,563 +95%
HIA
32
Harbor Investment Advisory
Maryland
$3.66M 52,207 +1 +0%
LPL Financial
33
LPL Financial
California
$3.64M 51,884 -3,299 -6%
Goldman Sachs
34
Goldman Sachs
New York
$3.32M 47,318 -8,155 -15%
HighTower Advisors
35
HighTower Advisors
Illinois
$3.17M 45,187 -119,973 -73%
IWC
36
Integrated Wealth Concepts
Massachusetts
$2.84M 40,406 +2,810 +7%
CAPTRUST Financial Advisors
37
CAPTRUST Financial Advisors
North Carolina
$2.51M 35,808 +19,321 +117%
OC
38
Oppenheimer & Co
New York
$2.44M 34,800 +2,634 +8%
Cambridge Investment Research Advisors
39
Cambridge Investment Research Advisors
Iowa
$2.38M 33,899 +4,950 +17%
RFG
40
REAP Financial Group
Texas
$2.3M 32,802 +32,802 New
FI
41
FWG Investments
Kentucky
$2.29M 32,705 +32,705 New
RJFSA
42
Raymond James Financial Services Advisors
Florida
$2.19M 31,243 -493 -2%
GWMIA
43
Global Wealth Management Investment Advisory
Florida
$2.14M 30,548 -4,717 -13%
VOYA Investment Management
44
VOYA Investment Management
Georgia
$1.97M 28,126 -5,545 -16%
AI
45
Atria Investments
North Carolina
$1.91M 27,278 +10,430 +62%
FIA
46
Foundations Investment Advisors
Arizona
$1.73M 24,110 -20,363 -46%
Northwestern Mutual Wealth Management
47
Northwestern Mutual Wealth Management
Wisconsin
$1.66M 23,634 -1,640 -6%
NC
48
NinePointTwo Capital
California
$1.6M 22,780 – –
AFP
49
Ausdal Financial Partners
Iowa
$1.56M 22,298 – –
Rockefeller Capital Management
50
Rockefeller Capital Management
New York
$1.5M 21,338 +272 +1%
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