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iShares Russell Top 200 Value ETF
IWX

77 hedge funds and large institutions have $1.17B invested in iShares Russell Top 200 Value ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 2 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

46% more capital invested

Capital invested by funds: $800M → $1.17B (+$367M)

10% more funds holding

Funds holding: 70 → 77 (+7)

8.5% more ownership

Funds ownership: 118.66% → 127.16% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.36%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
32
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$128M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$121M
3
Truist Financial
Truist Financial
North Carolina
+$10.4M
4
AWM
AE Wealth Management
Kansas
+$4.11M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.88M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$28.7M
2
HGWM
Horst & Graben Wealth Management
Oregon
-$3.95M
3
Ameriprise
Ameriprise
Minnesota
-$1.41M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.28M
5
Goldman Sachs
Goldman Sachs
New York
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
VOYA Investment Management
51
VOYA Investment Management
Georgia
$243K +$229K +4,189 New
WA
52
WBH Advisory
Maryland
$235K – – –
DK
53
Darrell & King
Virginia
$232K – – –
ACA
54
Anchor Capital Advisors
Massachusetts
$220K -$12.4K -227 -6%
BA
55
Ballast Advisors
Minnesota
$193K – – –
William Blair & Company
56
William Blair & Company
Illinois
$191K – – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$127K +$383 +7 +0.3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$119K – – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$96K +$492 +9 +0.5%
FHA
60
First Horizon Advisors
Tennessee
$71K +$67.2K +1,230 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$50K – – –
GI
62
Gradient Investments
Minnesota
$47K – – –
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.3K +$43.7K +800 New
SFPG
64
Stonebridge Financial Planning Group
Florida
$28K – – –
ASN
65
Advisory Services Network
Georgia
$28K +$24.8K +454 +1,746%
MAWCM
66
Mine & Arao Wealth Creation & Management
California
$26K – – –
CFGS
67
Concourse Financial Group Securities
Alabama
$24K +$10.9K +200 +92%
AIM
68
Anchor Investment Management
South Carolina
$23.2K – – –
SIAG
69
Safeguard Investment Advisory Group
California
$21K +$20K +365 New
SFS
70
Sowell Financial Services
Arkansas
$16K +$55 +1 +0.4%
MRCM
71
M&R Capital Management
New Jersey
$6K – – –
AF
72
Allworth Financial
California
$5K -$4.32K -79 -50%
AWM
73
Avior Wealth Management
Nebraska
$4K +$55 +1 +1%
ICP
74
Interchange Capital Partners
Pennsylvania
$3K +$3.55K +65 New
BlackRock
75
BlackRock
New York
$2K – – –
1 2
3
4

IWX Hedge Fund Activity: Q4 2020 in Review

77 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2020, worth a combined $1.17B — up 46% from $800M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IWX positions and 2 closed out — a net gain of 8 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was UBS Group, cutting an estimated $28.7M.

  • 77 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $1.17B of iShares Russell Top 200 Value ETF stock for Q4 2020, up 46% quarter-over-quarter.
  • 10 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2020 and 2 closed out, a net change of +8 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $128M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q4 2020 was UBS Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2020.