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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

106 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 Value ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
34
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$320M
2
PCP
2
Proficio Capital Partners
Massachusetts
$18.3M
3
HH
3
Hilltop Holdings
Texas
$6.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.55M
5
CCB
5
Country Club Bank
Missouri
$1.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$160M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$312M
3
Truist Financial
3
Truist Financial
North Carolina
$38.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$5.87M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
CW
51
CreativeOne Wealth
Kansas
$576K 8,265 +97 +1%
GT
52
Glenmede Trust
Pennsylvania
$571K 8,199 +4,693 +134%
PCA
53
Pallas Capital Advisors
Massachusetts
$535K 7,707 -1,282 -14%
Fifth Third Bancorp
54
Fifth Third Bancorp
Ohio
$531K 7,624 – –
IA
55
IFP Advisors
Florida
$515K 10,103 +10,103 New
CWA
56
Clarus Wealth Advisors
Arizona
$459K 6,581 +460 +8%
Franklin Resources
57
Franklin Resources
California
$433K 6,222 -400 -6%
GG
58
GenWealth Group
New Jersey
$406K 5,836 – –
KCA
59
Karn Couzens & Associates
Connecticut
$404K 5,800 +5,800 New
FIA
60
Foundations Investment Advisors
Arizona
$397K 5,721 +1 +0%
Cambridge Investment Research Advisors
61
Cambridge Investment Research Advisors
Iowa
$354K 5,087 +1,629 +47%
KJHP
62
K.J. Harrison & Partners
Ontario, Canada
$348K 5,000 +5,000 New
Fidelity Investments
63
Fidelity Investments
Massachusetts
$332K 4,764 -166 -3%
SCM
64
Southport Capital Management
Tennessee
$329K 4,730 +21 +0.4%
JWCA
65
J.W. Cole Advisors
Florida
$326K 4,674 +324 +7%
LWANC
66
Laurel Wealth Advisors (North Carolina)
North Carolina
$320K 4,600 +4,600 New
9WM
67
9258 Wealth Management
Ohio
$299K 4,286 +4,286 New
SWM
68
Silverlake Wealth Management
Vermont
$296K 4,250 – –
PFG
69
Pacific Financial Group
Washington
$296K 4,244 +8 +0.2%
PFS
70
Prospera Financial Services
Texas
$292K 4,199 – –
MCM
71
MAI Capital Management
Ohio
$277K 3,977 – –
WA
72
WBH Advisory
Maryland
$267K 3,931 – –
ACA
73
Anchor Capital Advisors
Massachusetts
$264K 3,795 – –
BA
74
Ballast Advisors
Minnesota
$232K 3,338 – –
William Blair & Company
75
William Blair & Company
Illinois
$230K 3,305 – –
1 2
3
4 5