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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

91 hedge funds and large institutions have $1.24B invested in iShares Russell Top 200 Value ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
30
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$36.6M
2
FTUS
2
Flow Traders U.S.
New York
$2.85M
3
T
3
TRUADVICE
Florida
$2.68M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.27M
5
SIS
5
Sound Income Strategies
Florida
$827K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$319M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$292M
3
HGWM
3
Horst & Graben Wealth Management
Oregon
$22.4M
4
TF
4
TIAA FSB
Florida
$236M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
PFS
51
Prospera Financial Services
Texas
$374K 5,626 +266 +5%
WF
52
Welch & Forbes
Massachusetts
$332K 5,000 -2,437 -33%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$332K 5,000 -2,437 -33%
PFG
54
Pacific Financial Group
Washington
$321K 4,835 -757 -14%
SCM
55
Southport Capital Management
Tennessee
$319K 4,796 -80 -2%
MCM
56
MAI Capital Management
Ohio
$264K 3,977 – –
WA
57
WBH Advisory
Maryland
$263K 3,931 – –
SS
58
Simplicity Solutions
Minnesota
$261K 3,929 -422 -10%
ACA
59
Anchor Capital Advisors
Massachusetts
$252K 3,795 – –
William Blair & Company
60
William Blair & Company
Illinois
$220K 3,305 – –
CWM
61
Curi Wealth Management
North Carolina
$213K 3,217 +3,217 New
MI
62
Moneywise Inc
Virginia
$206K 3,102 +3,102 New
CA
63
Continuum Advisory
Idaho
$203K 3,051 +3,051 New
Cambridge Investment Research Advisors
64
Cambridge Investment Research Advisors
Iowa
$203K 3,052 +3,052 New
Northern Trust
65
Northern Trust
Illinois
$201K 3,025 +3,025 New
Janney Montgomery Scott
66
Janney Montgomery Scott
Pennsylvania
$200K 3,015 +3,015 New
Fidelity Investments
67
Fidelity Investments
Massachusetts
$169K 2,548 +377 +17%
PNC Financial Services Group
68
PNC Financial Services Group
Pennsylvania
$159K 2,389 +1,527 +177%
Carson Wealth (CWM LLC)
69
Carson Wealth (CWM LLC)
Nebraska
$119K 1,789 – –
BA
70
Ballast Advisors
Minnesota
$111K 1,673 -1,665 -50%
ASN
71
Advisory Services Network
Georgia
$102K 1,537 +1,537 New
GI
72
Gradient Investments
Minnesota
$83K 1,252 +339 +37%
FHA
73
First Horizon Advisors
Tennessee
$82K 1,230 – –
GWSG
74
GPS Wealth Strategies Group
Colorado
$78K 1,177 – –
AWA
75
Arkadios Wealth Advisors
Georgia
$71K 1,074 +4 +0.4%
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3
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