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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

182 hedge funds and large institutions have $2.51B invested in iShares Russell Top 200 Value ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 36 closing their positions.

Holders
182
Holders Change
-10
Holders Change %
-5.21%
% of All Funds
2.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
35
Increased
52
Reduced
58
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$75.6M
2
SW
2
SVB Wealth
Massachusetts
$56.7M
3
WA
3
Waverly Advisors
Alabama
$15.9M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.07M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$7.26M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.59M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$487M
Name Market Value Shares Shares
Change 		Shares
Change %
CCB
51
Country Club Bank
Missouri
$1.64M 20,793 -265 -1%
CIAS
52
CFS Investment Advisory Services
New Jersey
$1.62M 20,520 +4,123 +25%
Northwestern Mutual Wealth Management
53
Northwestern Mutual Wealth Management
Wisconsin
$1.62M 20,514 -1,224 -6%
Rockefeller Capital Management
54
Rockefeller Capital Management
New York
$1.56M 19,753 -1,931 -9%
Q1WB
55
Quest 10 Wealth Builders
Virginia
$1.51M 19,146 +19,146 New
OC
56
Optima Capital
Oregon
$1.44M 18,243 +18,243 New
FCP
57
Fidelis Capital Partners
Florida
$1.39M 16,761 +5,483 +49%
WPW
58
Waldron Private Wealth
Pennsylvania
$1.37M 17,308 – –
AWMNH
59
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.31M 16,551 -810 -5%
HighTower Advisors
60
HighTower Advisors
Illinois
$1.29M 16,378 -56,635 -78%
Goldman Sachs
61
Goldman Sachs
New York
$1.21M 15,294 – –
VVP
62
Venture Visionary Partners
Ohio
$1.18M 14,886 +49 +0.3%
PNC Financial Services Group
63
PNC Financial Services Group
Pennsylvania
$1.12M 14,182 -603 -4%
SB
64
Strategic Blueprint
Georgia
$1.11M 13,998 +390 +3%
Susquehanna International Group
65
Susquehanna International Group
Pennsylvania
$1.1M 13,946 -3,348 -19%
VOYA Investment Management
66
VOYA Investment Management
Georgia
$1.09M 13,840 -12,368 -47%
SAW
67
Signal Advisors Wealth
Michigan
$1.06M 13,353 +1,488 +13%
MCWS
68
McKinley Carter Wealth Services
West Virginia
$1.04M 13,188 -509 -4%
SAI
69
Savvy Advisors Inc
New York
$1.03M 13,076 +13,076 New
M&T Bank
70
M&T Bank
New York
$1.01M 12,753 +2,503 +24%
AFP
71
Ausdal Financial Partners
Iowa
$988K 12,497 -45 -0.4%
SW
72
Simplicity Wealth
New Jersey
$943K 11,934 -85,715 -88%
JF
73
JSF Financial
California
$921K 11,653 +11,653 New
CIBC Private Wealth Group
74
CIBC Private Wealth Group
Georgia
$890K 11,183 +1,882 +20%
Fidelity Investments
75
Fidelity Investments
Massachusetts
$790K 10,002 -573 -5%
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3
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