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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

98 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
29
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
1
Mason & Associates (California)
California
$15.9M
2
TF
2
TIAA FSB
Florida
$290M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$9.63M
4
Truist Financial
4
Truist Financial
North Carolina
$42.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$318M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$293M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.86M
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$572K 8,168 +756 +10%
Fifth Third Bancorp
52
Fifth Third Bancorp
Ohio
$534K 7,624 +43 +0.6%
Franklin Resources
53
Franklin Resources
California
$464K 6,622 -237 -3%
CWA
54
Clarus Wealth Advisors
Arizona
$438K 6,121 +6,121 New
FIA
55
Foundations Investment Advisors
Arizona
$409K 5,720 -825 -13%
GG
56
GenWealth Group
New Jersey
$408K 5,836 – –
Renaissance Technologies
57
Renaissance Technologies
New York
$385K 5,500 +5,500 New
TRCT
58
Tower Research Capital (TRC)
New York
$345K 4,926 -288 -6%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$345K 4,930 +1,228 +33%
SCM
60
Southport Capital Management
Tennessee
$330K 4,709 -87 -2%
JWCA
61
J.W. Cole Advisors
Florida
$305K 4,350 +4,350 New
PFG
62
Pacific Financial Group
Washington
$303K 4,236 -221 -5%
SWM
63
Silverlake Wealth Management
Vermont
$298K 4,250 +4,250 New
PFS
64
Prospera Financial Services
Texas
$294K 4,199 -161 -4%
MCM
65
MAI Capital Management
Ohio
$279K 3,977 – –
WA
66
WBH Advisory
Maryland
$275K 3,931 – –
ACA
67
Anchor Capital Advisors
Massachusetts
$266K 3,795 – –
NA
68
NewEdge Advisors
Louisiana
$255K 3,644 +3,644 New
GT
69
Glenmede Trust
Pennsylvania
$245K 3,506 +3,506 New
Cambridge Investment Research Advisors
70
Cambridge Investment Research Advisors
Iowa
$242K 3,458 +149 +5%
BA
71
Ballast Advisors
Minnesota
$234K 3,338 – –
William Blair & Company
72
William Blair & Company
Illinois
$232K 3,305 – –
1WM
73
1900 Wealth Management
Texas
$232K 3,299 – –
Qube Research & Technologies (QRT)
74
Qube Research & Technologies (QRT)
United Kingdom
$229K 3,272 +2,553 +355%
MI
75
Moneywise Inc
Virginia
$220K 3,134 +22 +0.7%
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3
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