IWX icon

iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

114 hedge funds and large institutions have $1.58B invested in iShares Russell Top 200 Value ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
41
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$448M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$368M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$346M
4
PCP
4
Proficio Capital Partners
Massachusetts
$16M
5
MAC
5
Mason & Associates (California)
California
$23.6M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$122M
2
GWMIA
2
Global Wealth Management Investment Advisory
Florida
$3.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.38M
4
Truist Financial
4
Truist Financial
North Carolina
$33.1M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$4.5M
Name Market Value Shares Shares
Change 		Shares
Change %
VVP
51
Venture Visionary Partners
Ohio
$940K 15,207 +12 +0.1%
M&T Bank
52
M&T Bank
New York
$717K 11,600 – –
KBFS
53
Kohmann Bosshard Financial Services
Ohio
$581K 9,398 – –
SIS
54
Sound Income Strategies
Florida
$556K 9,000 -1,150 -11%
EH
55
Equitable Holdings
New York
$546K 8,836 – –
CW
56
CreativeOne Wealth
Kansas
$542K 8,772 +507 +6%
OMC
57
Old Mission Capital
Illinois
$532K 8,617 +8,617 New
IA
58
IFP Advisors
Florida
$515K 10,103 – –
GT
59
Glenmede Trust
Pennsylvania
$509K 8,249 +50 +0.6%
Carson Wealth (CWM LLC)
60
Carson Wealth (CWM LLC)
Nebraska
$498K 8,061 +5,751 +249%
SF
61
Synovus Financial
Georgia
$488K 7,908 -2,432 -24%
PCA
62
Pallas Capital Advisors
Massachusetts
$488K 7,707 – –
CWA
63
Clarus Wealth Advisors
Arizona
$416K 6,688 +107 +2%
LAS
64
Lloyd Advisory Services
Georgia
$414K 6,690 -2,085 -24%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$414K 6,707 -917 -12%
GG
66
GenWealth Group
New Jersey
$361K 5,836 – –
FIA
67
Foundations Investment Advisors
Arizona
$349K 5,621 -100 -2%
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$339K 5,480 +393 +8%
Franklin Resources
69
Franklin Resources
California
$330K 5,348 -874 -14%
TF
70
TimeScale Financial
Massachusetts
$314K 5,085 +2,891 +132%
Fidelity Investments
71
Fidelity Investments
Massachusetts
$304K 4,913 +149 +3%
JWCA
72
J.W. Cole Advisors
Florida
$303K 4,907 +233 +5%
MWM
73
Meridian Wealth Management
Kentucky
$292K 4,730 +4,730 New
NA
74
NewEdge Advisors
Louisiana
$290K 4,700 +4,700 New
LWANC
75
Laurel Wealth Advisors (North Carolina)
North Carolina
$284K 4,600 – –
1 2
3
4 5