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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

132 hedge funds and large institutions have $1.53B invested in iShares Russell Top 200 Value ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
28
Increased
34
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAM
1
First Citizens Asset Management
North Carolina
$21.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.4M
3
NA
3
NewEdge Advisors
Louisiana
$11.8M
4
AWMNH
4
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.11M
5
SW
5
Simplicity Wealth
New Jersey
$8.98M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$266M
3
TF
3
TIAA FSB
Florida
$478M
4
AWM
4
AE Wealth Management
Kansas
$117M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.28M 19,749 -206 -1%
KAS
52
Kestra Advisory Services
Texas
$1.22M 18,764 +674 +4%
JPMPWA
53
J.P. Morgan Private Wealth Advisors
California
$1.18M 18,135 -19,596 -52%
Citadel Advisors
54
Citadel Advisors
Florida
$1.13M 17,373 -21,270 -55%
Cambridge Investment Research Advisors
55
Cambridge Investment Research Advisors
Iowa
$1.02M 15,763 +9,112 +137%
WPW
56
Waldron Private Wealth
Pennsylvania
$998K 17,308 – –
CCB
57
Country Club Bank
Missouri
$996K 15,325 -550 -3%
VVP
58
Venture Visionary Partners
Ohio
$986K 15,169 -38 -0.2%
CAN
59
Cetera Advisor Networks
California
$942K 14,499 +905 +7%
Osaic Holdings
60
Osaic Holdings
Arizona
$804K 12,371 -4,481 -27%
MWM
61
Maripau Wealth Management
Indiana
$803K 12,253 -614 -5%
M&T Bank
62
M&T Bank
New York
$754K 11,600 – –
AA
63
Advisory Alpha
Michigan
$702K 10,812 +10,812 New
TRCT
64
Tower Research Capital (TRC)
New York
$695K 10,700 +3,825 +56%
Fifth Third Bancorp
65
Fifth Third Bancorp
Ohio
$673K 10,351 +3,644 +54%
GT
66
Glenmede Trust
Pennsylvania
$611K 9,410 +2,360 +33%
KBFS
67
Kohmann Bosshard Financial Services
Ohio
$611K 9,398 – –
PCP
68
Proficio Capital Partners
Massachusetts
$606K 9,328 +1,923 +26%
EH
69
Equitable Holdings
New York
$574K 8,836 – –
CWA
70
Clarus Wealth Advisors
Arizona
$522K 7,851 +1,033 +15%
IA
71
IFP Advisors
Florida
$515K 10,103 – –
SF
72
Synovus Financial
Georgia
$514K 7,908 – –
PCA
73
Pallas Capital Advisors
Massachusetts
$511K 7,707 – –
OWA
74
One Wealth Advisors
California
$487K 7,500 +7,500 New
Mariner
75
Mariner
Kansas
$460K 7,078 +7,078 New
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