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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

182 hedge funds and large institutions have $2.51B invested in iShares Russell Top 200 Value ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 36 closing their positions.

Holders
182
Holders Change
-10
Holders Change %
-5.21%
% of All Funds
2.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
35
Increased
52
Reduced
58
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$75.6M
2
SW
2
SVB Wealth
Massachusetts
$56.7M
3
WA
3
Waverly Advisors
Alabama
$15.9M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.07M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$7.26M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.59M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$487M
Name Market Value Shares Shares
Change 		Shares
Change %
HGWM
26
Horst & Graben Wealth Management
Oregon
$10.1M 127,913 +2,287 +2%
Royal Bank of Canada
27
Royal Bank of Canada
Ontario, Canada
$8.49M 107,444 +2,710 +3%
Raymond James Financial
28
Raymond James Financial
Florida
$8.07M 102,055 +102,055 New
RPSA
29
Richard P. Slaughter Associates
Texas
$7.26M 91,892 +91,892 New
LPL Financial
30
LPL Financial
California
$6.39M 80,890 -360,613 -82%
BOSSRA
31
B.O.S.S. Retirement Advisors
Utah
$5.99M 75,746 +67,982 +876%
LI
32
LifeWealth Investments
Florida
$5.87M 74,250 +74,250 New
GI
33
GLOBALT Investments
Georgia
$5.39M 68,156 -1,633 -2%
Cetera Investment Advisers
34
Cetera Investment Advisers
Illinois
$5.35M 67,686 -372,596 -85%
Cambridge Investment Research Advisors
35
Cambridge Investment Research Advisors
Iowa
$5.22M 66,046 +4,673 +8%
MML Investors Services
36
MML Investors Services
Massachusetts
$4.89M 61,868 -130,688 -68%
VW
37
Veridan Wealth
Oregon
$4.68M 56,356 +56,356 New
CAG
38
Csenge Advisory Group
Florida
$4.38M 55,434 -6,313 -10%
CAM
39
Concorde Asset Management
Michigan
$4.12M 52,103 +48,296 +1,269%
HIA
40
Harbor Investment Advisory
Maryland
$3.97M 50,179 -450 -0.9%
Envestnet Asset Management
41
Envestnet Asset Management
Illinois
$3.59M 45,425 -5,974,072 -99%
IWC
42
Integrated Wealth Concepts
Massachusetts
$3.2M 40,442 -1,527 -4%
SWA
43
SOA Wealth Advisors
New York
$3.09M 39,049 -2,451 -6%
OC
44
Oppenheimer & Co
New York
$2.94M 37,164 +511 +1%
Mariner
45
Mariner
Kansas
$2.66M 33,650 +2,533 +8%
Citadel Advisors
46
Citadel Advisors
Florida
$2.58M 32,660 +18,919 +138%
FI
47
FWG Investments
Kentucky
$2.45M 30,942 +233 +0.8%
GWMIA
48
Global Wealth Management Investment Advisory
Florida
$2.08M 26,270 -337 -1%
PB
49
Prime Buchholz
New Hampshire
$1.8M 22,780 +22,780 New
FIA
50
Foundations Investment Advisors
Arizona
$1.65M 20,851 -2,520 -11%
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