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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

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.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.37%
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

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$310M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$286M
3
Truist Financial
3
Truist Financial
North Carolina
$29.3M
4
AWM
4
AE Wealth Management
Kansas
$128M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.96M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.6M
2
HGWM
2
Horst & Graben Wealth Management
Oregon
$33.7M
3
Ameriprise
3
Ameriprise
Minnesota
$4.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$310K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
VOYA Investment Management
51
VOYA Investment Management
Georgia
$243K 4,189 +4,189 New
WA
52
WBH Advisory
Maryland
$235K 3,931 – –
DK
53
Darrell & King
Virginia
$232K 4,015 – –
ACA
54
Anchor Capital Advisors
Massachusetts
$220K 3,795 -227 -6%
BA
55
Ballast Advisors
Minnesota
$193K 3,338 – –
William Blair & Company
56
William Blair & Company
Illinois
$191K 3,305 – –
Fidelity Investments
57
Fidelity Investments
Massachusetts
$127K 2,196 +7 +0.3%
Carson Wealth (CWM LLC)
58
Carson Wealth (CWM LLC)
Nebraska
$119K 1,789 – –
Rockefeller Capital Management
59
Rockefeller Capital Management
New York
$96K 1,664 +9 +0.5%
FHA
60
First Horizon Advisors
Tennessee
$71K 1,230 +1,230 New
PNC Financial Services Group
61
PNC Financial Services Group
Pennsylvania
$50K 862 – –
GI
62
Gradient Investments
Minnesota
$47K 913 – –
FDCDDQ
63
Federation des caisses Desjardins du Quebec
Quebec, Canada
$46.3K 800 +800 New
SFPG
64
Stonebridge Financial Planning Group
Florida
$28K 485 – –
ASN
65
Advisory Services Network
Georgia
$28K 480 +454 +1,746%
MAWCM
66
Mine & Arao Wealth Creation & Management
California
$26K 454 – –
CFGS
67
Concourse Financial Group Securities
Alabama
$24K 418 +200 +92%
AIM
68
Anchor Investment Management
South Carolina
$23.2K 400 – –
SIAG
69
Safeguard Investment Advisory Group
California
$21K 365 +365 New
SFS
70
Sowell Financial Services
Arkansas
$16K 269 +1 +0.4%
MRCM
71
M&R Capital Management
New Jersey
$6K 119 – –
AF
72
Allworth Financial
California
$5K 79 -79 -50%
AWM
73
Avior Wealth Management
Nebraska
$4K 72 +1 +1%
ICP
74
Interchange Capital Partners
Pennsylvania
$3K 65 +65 New
BlackRock
75
BlackRock
New York
$2K 36 – –
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