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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

70 hedge funds and large institutions have $800M invested in iShares Russell Top 200 Value ETF in 2020 Q3 according to their latest regulatory filings, with 17 funds opening new positions, 26 increasing their positions, 16 reducing their positions, and 6 closing their positions.

Holders
70
Holders Change
+11
Holders Change %
+18.64%
% of All Funds
1.42%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.12%
New
17
Increased
26
Reduced
16
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$154M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$139M
3
SS
3
Simplicity Solutions
Minnesota
$109M
4
AWM
4
AE Wealth Management
Kansas
$109M
5
CWAG
5
Compton Wealth Advisory Group
Virginia
$6.54M

Top Sellers

1
HGWM
1
Horst & Graben Wealth Management
Oregon
$33.4M
2
Susquehanna International Group
2
Susquehanna International Group
Pennsylvania
$899K
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$209K
4
M&T Bank
4
M&T Bank
New York
$731K
5
BWM
5
Baystate Wealth Management
Massachusetts
$877K
Name Market Value Shares Shares
Change 		Shares
Change %
TRCT
51
Tower Research Capital (TRC)
New York
$131K 2,566 -5,340 -68%
Carson Wealth (CWM LLC)
52
Carson Wealth (CWM LLC)
Nebraska
$119K 1,789 – –
Fidelity Investments
53
Fidelity Investments
Massachusetts
$112K 2,189 -266 -11%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$84K 1,655 +10 +0.6%
Bessemer Group
55
Bessemer Group
New Jersey
$56K 1,104 +1,104 New
GI
56
Gradient Investments
Minnesota
$47K 913 +349 +62%
PNC Financial Services Group
57
PNC Financial Services Group
Pennsylvania
$44K 862 – –
LFG
58
LifePlan Financial Group
Ohio
$32K 627 – –
SFPG
59
Stonebridge Financial Planning Group
Florida
$26K 485 -270 -36%
MAWCM
60
Mine & Arao Wealth Creation & Management
California
$23K 454 +454 New
AIM
61
Anchor Investment Management
South Carolina
$20.4K 400 +400 New
SFS
62
Sowell Financial Services
Arkansas
$14K 268 +61 +29%
CFGS
63
Concourse Financial Group Securities
Alabama
$11K 218 – –
JSC
64
Jackson Square Capital
California
$8K 155 +155 New
AF
65
Allworth Financial
California
$8K 158 +158 New
MRCM
66
M&R Capital Management
New Jersey
$6K 119 – –
AWM
67
Avior Wealth Management
Nebraska
$3K 71 – –
BlackRock
68
BlackRock
New York
$2K 36 – –
ASN
69
Advisory Services Network
Georgia
$1K 26 +26 New
APA
70
American Portfolios Advisors
New York
$409 8 – –
CAPTRUST Financial Advisors
71
CAPTRUST Financial Advisors
North Carolina
– – -1,957 Closed
PAG
72
Private Advisor Group
New Jersey
– – -1,733 Closed
CCM
73
Cribstone Capital Management
Maine
– – -628 Closed
FANJ
74
Financial Architects (New Jersey)
New Jersey
– – -152 Closed
KPW
75
Kore Private Wealth
New York
– – -148 Closed
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