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iShares Russell Top 200 Value ETF
IWX

146 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

8% more funds holding

Funds holding: 135 → 146 (+11)

4% more capital invested

Capital invested by funds: $1.97B → $2.04B (+$78.7M)

1.5% less ownership

Funds ownership: 115.01% → 113.51% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
21
Increased
41
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Pegasus Partners
Wisconsin
+$23.7M
2
SW
SVB Wealth
Massachusetts
+$15.5M
3
AWM
AE Wealth Management
Kansas
+$9.97M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.7M
5
Morgan Stanley
Morgan Stanley
New York
+$9.34M

Top Sellers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$41M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$40.3M
3
MAC
Mason & Associates (California)
California
-$22M
4
SEM
Strategic Equity Management
Arizona
-$8.58M
5
HighTower Advisors
HighTower Advisors
Illinois
-$7.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
Rockefeller Capital Management
51
Rockefeller Capital Management
New York
$1.5M +$18K +272 +1%
PFG
52
Peterson Financial Group
Iowa
$1.45M +$207K +3,118 +18%
BWM
53
Baystate Wealth Management
Massachusetts
$1.42M -$51.5K -777 -4%
AWMNH
54
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.22M -$79.1K -1,192 -6%
WPW
55
Waldron Private Wealth
Pennsylvania
$1.21M – – –
MCWS
56
McKinley Carter Wealth Services
West Virginia
$1.2M -$1.52M -22,846 -57%
MAC
57
Mason & Associates (California)
California
$1.12M -$22M -331,380 -95%
SEM
58
Strategic Equity Management
Arizona
$1.08M -$8.58M -129,365 -89%
PNC Financial Services Group
59
PNC Financial Services Group
Pennsylvania
$1.07M – – –
CCB
60
Country Club Bank
Missouri
$1.06M – – –
VVP
61
Venture Visionary Partners
Ohio
$1.03M +$6.5K +98 +0.7%
Renaissance Technologies
62
Renaissance Technologies
New York
$1M +$723K +10,900 +321%
Mariner
63
Mariner
Kansas
$995K +$140K +2,114 +18%
SB
64
Strategic Blueprint
Georgia
$963K +$911K +13,730 New
Envestnet Asset Management
65
Envestnet Asset Management
Illinois
$929K -$7.23K -109 -0.8%
Fifth Third Bancorp
66
Fifth Third Bancorp
Ohio
$805K – – –
M&T Bank
67
M&T Bank
New York
$719K – – –
KBFS
68
Kohmann Bosshard Financial Services
Ohio
$659K – – –
MW
69
MBL Wealth
North Carolina
$639K -$7.96K -120 -1%
PCP
70
Proficio Capital Partners
Massachusetts
$601K -$8.29K -125 -1%
VFG
71
Victory Financial Group
Texas
$585K +$553K +8,337 New
CCG
72
Catalina Capital Group
California
$573K +$542K +8,170 New
LAS
73
Lloyd Advisory Services
Georgia
$547K +$517K +7,792 New
SF
74
Synovus Financial
Georgia
$537K – – –
CWA
75
Clarus Wealth Advisors
Arizona
$534K +$510K +7,693 New
1 2
3
4 5

IWX Hedge Fund Activity: Q4 2023 in Review

146 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2023, worth a combined $2.04B — up 4% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IWX positions and 8 closed out — a net gain of 13 holders — while 41 added to existing stakes and 47 trimmed.

The largest buyer was Pegasus Partners, adding an estimated $23.7M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $41M.

  • 146 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2023, up from 135 in Q3 2023.
  • Funds reported $2.04B of iShares Russell Top 200 Value ETF stock for Q4 2023, up 4% quarter-over-quarter.
  • 21 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2023 and 8 closed out, a net change of +13 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q4 2023 was Pegasus Partners, an estimated $23.7M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q4 2023 was Envestnet Portfolio Solutions, an estimated $41M sold.

Based on aggregated 13F filings for Q4 2023.