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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

117 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2022 Q3 according to their latest regulatory filings, with 20 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.

Holders
117
Holders Change
+3
Holders Change %
+2.63%
% of All Funds
2.02%
Holding in Top 10
4
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-33.33%
% of All Funds
0.07%
New
20
Increased
34
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$437M
2
5L
2
55I LLC
Massachusetts
$13.3M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$9.47M
4
Susquehanna International Group
4
Susquehanna International Group
Pennsylvania
$3.37M
5
9WM
5
9258 Wealth Management
Ohio
$3.94M

Top Sellers

1
PCP
1
Proficio Capital Partners
Massachusetts
$427K
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$274M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$254M
4
HH
4
Hilltop Holdings
Texas
$0
5
AWM
5
AE Wealth Management
Kansas
$108M
Name Market Value Shares Shares
Change 		Shares
Change %
RSWM
51
Robertson Stephens Wealth Management
California
$718K 12,447 +12,447 New
WA
52
Wealth Alliance
New York
$702K 12,164 +12,164 New
M&T Bank
53
M&T Bank
New York
$669K 11,600 – –
CWS
54
Cypress Wealth Services
California
$584K 9,922 +9,922 New
KBFS
55
Kohmann Bosshard Financial Services
Ohio
$542K 9,398 – –
IA
56
IFP Advisors
Florida
$515K 10,103 – –
EH
57
Equitable Holdings
New York
$510K 8,836 – –
KWM
58
Keebeck Wealth Management
Illinois
$510K 8,840 +8,840 New
PCA
59
Pallas Capital Advisors
Massachusetts
$482K 7,707 – –
SF
60
Synovus Financial
Georgia
$457K 7,908 – –
PCP
61
Proficio Capital Partners
Massachusetts
$427K 7,405 -3,327,173 -100%
FIA
62
Foundations Investment Advisors
Arizona
$423K 7,329 +1,708 +30%
MFA
63
Mayflower Financial Advisors
Massachusetts
$410K 7,105 +7,105 New
GT
64
Glenmede Trust
Pennsylvania
$406K 7,050 -1,199 -15%
CWA
65
Clarus Wealth Advisors
Arizona
$399K 6,818 +130 +2%
TRCT
66
Tower Research Capital (TRC)
New York
$397K 6,875 +6,875 New
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$387K 6,707 – –
Cambridge Investment Research Advisors
68
Cambridge Investment Research Advisors
Iowa
$384K 6,651 +1,171 +21%
OIA
69
OneDigital Investment Advisors
Kansas
$355K 6,150 +6,150 New
SIS
70
Sound Income Strategies
Florida
$346K 6,002 -2,998 -33%
TCA
71
Transcend Capital Advisors
New Jersey
$344K 5,953 +5,953 New
GG
72
GenWealth Group
New Jersey
$337K 5,836 – –
Franklin Resources
73
Franklin Resources
California
$309K 5,348 – –
TF
74
TimeScale Financial
Massachusetts
$302K 5,239 +154 +3%
JWCA
75
J.W. Cole Advisors
Florida
$285K 4,941 +34 +0.7%
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3
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