IWX icon

iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

89 hedge funds and large institutions have $1.28B invested in iShares Russell Top 200 Value ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
32
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$267M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$326M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$299M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.02M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$4.23M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$158M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
T
3
TRUADVICE
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6M
5
GWMIA
5
Global Wealth Management Investment Advisory
Florida
$7.71M
Name Market Value Shares Shares
Change 		Shares
Change %
GG
51
GenWealth Group
New Jersey
$383K 5,836 – –
TRCT
52
Tower Research Capital (TRC)
New York
$342K 5,214 -5,123 -50%
MPWT
53
MassMutual Private Wealth & Trust
Connecticut
$328K 5,000 – –
WF
54
Welch & Forbes
Massachusetts
$328K 5,000 – –
SCM
55
Southport Capital Management
Tennessee
$315K 4,796 – –
PFG
56
Pacific Financial Group
Washington
$293K 4,457 -378 -8%
PFS
57
Prospera Financial Services
Texas
$286K 4,360 -1,266 -23%
MCM
58
MAI Capital Management
Ohio
$261K 3,977 – –
WA
59
WBH Advisory
Maryland
$258K 3,931 – –
ACA
60
Anchor Capital Advisors
Massachusetts
$249K 3,795 – –
Fidelity Investments
61
Fidelity Investments
Massachusetts
$243K 3,702 +1,154 +45%
CA
62
Cetera Advisors
Colorado
$239K 3,639 +3,639 New
Susquehanna International Group
63
Susquehanna International Group
Pennsylvania
$233K 3,549 -18,091 -84%
BA
64
Ballast Advisors
Minnesota
$219K 3,338 +1,665 +100%
William Blair & Company
65
William Blair & Company
Illinois
$217K 3,305 – –
Cambridge Investment Research Advisors
66
Cambridge Investment Research Advisors
Iowa
$217K 3,309 +257 +8%
1WM
67
1900 Wealth Management
Texas
$217K 3,299 +3,299 New
MI
68
Moneywise Inc
Virginia
$204K 3,112 +10 +0.3%
FLPIM
69
F.L. Putnam Investment Management
Massachusetts
$204K 3,101 +3,101 New
CA
70
Continuum Advisory
Idaho
$200K 3,051 – –
PNC Financial Services Group
71
PNC Financial Services Group
Pennsylvania
$157K 2,389 – –
FHA
72
First Horizon Advisors
Tennessee
$81K 1,230 – –
GWSG
73
GPS Wealth Strategies Group
Colorado
$77K 1,177 – –
GI
74
Gradient Investments
Minnesota
$75K 1,144 -108 -9%
AWA
75
Arkadios Wealth Advisors
Georgia
$70K 1,080 +6 +0.6%
1 2
3
4