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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

154 hedge funds and large institutions have $2.43B invested in iShares Russell Top 200 Value ETF in 2024 Q2 according to their latest regulatory filings, with 27 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.15%
New
27
Increased
37
Reduced
50
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$773M
2
SA
2
Sanctuary Advisors
Indiana
$8.11M
3
SW
3
SVB Wealth
Massachusetts
$43.3M
4
PP
4
Pegasus Partners
Wisconsin
$57.7M
5
VW
5
Veridan Wealth
Oregon
$5.48M

Top Sellers

1
FCAM
1
First Citizens Asset Management
North Carolina
$40.4M
2
SPW
2
Surience Private Wealth
Washington
$0
3
SW
3
Simplicity Wealth
New Jersey
$7.48M
4
Ameriprise
4
Ameriprise
Minnesota
$27.3M
5
Citadel Advisors
5
Citadel Advisors
Florida
$715K
Name Market Value Shares Shares
Change 		Shares
Change %
Royal Bank of Canada
26
Royal Bank of Canada
Ontario, Canada
$7.69M 102,744 -8,322 -7%
SW
27
Simplicity Wealth
New Jersey
$7.48M 99,953 -81,204 -45%
Susquehanna International Group
28
Susquehanna International Group
Pennsylvania
$5.55M 74,158 +12,621 +21%
VW
29
Veridan Wealth
Oregon
$5.48M 65,039 +65,039 New
GI
30
GLOBALT Investments
Georgia
$5.37M 71,803 +71,803 New
Cetera Investment Advisers
31
Cetera Investment Advisers
Illinois
$5.01M 66,925 -2,890 -4%
RJA
32
Raymond James & Associates
Florida
$4.8M 64,100 +3,353 +6%
MML Investors Services
33
MML Investors Services
Massachusetts
$4.5M 60,119 +4,759 +9%
Cambridge Investment Research Advisors
34
Cambridge Investment Research Advisors
Iowa
$4.01M 53,564 +12,499 +30%
CAG
35
Csenge Advisory Group
Florida
$3.96M 52,940 -131 -0.2%
LPL Financial
36
LPL Financial
California
$3.91M 52,315 +1,044 +2%
HIA
37
Harbor Investment Advisory
Maryland
$3.79M 50,628 -1,580 -3%
SWA
38
SOA Wealth Advisors
New York
$3.35M 44,834 -11,368 -20%
IWC
39
Integrated Wealth Concepts
Massachusetts
$3.11M 41,593 +953 +2%
OC
40
Oppenheimer & Co
New York
$2.71M 36,284 +1,027 +3%
RJFSA
41
Raymond James Financial Services Advisors
Florida
$2.58M 34,451 -2,938 -8%
Mariner
42
Mariner
Kansas
$2.31M 30,887 -1,019 -3%
FI
43
FWG Investments
Kentucky
$2.31M 30,827 -2,063 -6%
GWMIA
44
Global Wealth Management Investment Advisory
Florida
$2.02M 27,004 -1,459 -5%
CCB
45
Country Club Bank
Missouri
$1.62M 21,653 +6,568 +44%
Rockefeller Capital Management
46
Rockefeller Capital Management
New York
$1.62M 21,608 +86 +0.4%
AFP
47
Ausdal Financial Partners
Iowa
$1.62M 21,586 -1,520 -7%
Northwestern Mutual Wealth Management
48
Northwestern Mutual Wealth Management
Wisconsin
$1.6M 21,367 -2,267 -10%
Envestnet Asset Management
49
Envestnet Asset Management
Illinois
$1.48M 19,739 +3,028 +18%
PFG
50
Peterson Financial Group
Iowa
$1.43M 19,166 -659 -3%
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