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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

130 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
17
Increased
37
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$463M
3
TF
3
TIAA FSB
Florida
$548M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$15.7M
5
SS
5
Simplicity Solutions
Minnesota
$11.8M

Top Sellers

1
AWMNH
1
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M
2
AWM
2
AE Wealth Management
Kansas
$119M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.09M
4
NA
4
NewEdge Advisors
Louisiana
$11.3M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
AFP
51
Ausdal Financial Partners
Iowa
$1.5M 22,298 – –
Rockefeller Capital Management
52
Rockefeller Capital Management
New York
$1.42M 21,025 +1,066 +5%
TF
53
TimeScale Financial
Massachusetts
$1.33M 19,648 +36 +0.2%
OIA
54
OneDigital Investment Advisors
Kansas
$1.33M 19,648 +36 +0.2%
AWMNH
55
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M 19,594 -130,785 -87%
CIAS
56
CFS Investment Advisory Services
New Jersey
$1.29M 19,060 +19,060 New
PFG
57
Peterson Financial Group
Iowa
$1.2M 17,788 +179 +1%
WPW
58
Waldron Private Wealth
Pennsylvania
$1.17M 17,308 – –
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.03M 15,278 +11,188 +274%
CCB
60
Country Club Bank
Missouri
$1.01M 15,115 – –
VVP
61
Venture Visionary Partners
Ohio
$987K 14,637 -546 -4%
Susquehanna International Group
62
Susquehanna International Group
Pennsylvania
$934K 13,842 +7,754 +127%
TLFA
63
True Link Financial Advisors
California
$925K 13,718 -6,732 -33%
Jane Street
64
Jane Street
New York
$844K 12,508 +12,508 New
M&T Bank
65
M&T Bank
New York
$752K 11,150 -450 -4%
Osaic Holdings
66
Osaic Holdings
Arizona
$717K 10,632 -780 -7%
Fifth Third Bancorp
67
Fifth Third Bancorp
Ohio
$695K 10,308 -43 -0.4%
MWM
68
Maripau Wealth Management
Indiana
$662K 9,818 -1,491 -13%
Mariner
69
Mariner
Kansas
$638K 9,464 -1,475 -13%
KBFS
70
Kohmann Bosshard Financial Services
Ohio
$634K 9,398 – –
SWA
71
SOA Wealth Advisors
New York
$625K 9,260 +9,260 New
MW
72
MBL Wealth
North Carolina
$614K 9,100 +9,100 New
Renaissance Technologies
73
Renaissance Technologies
New York
$587K 8,700 +8,700 New
PCP
74
Proficio Capital Partners
Massachusetts
$586K 8,696 -600 -6%
SF
75
Synovus Financial
Georgia
$533K 7,908 – –
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