iShares Russell Top 200 Value ETF
186 hedge funds and large institutions have $2.52B invested in iShares Russell Top 200 Value ETF in 2024 Q4 according to their latest regulatory filings, with 36 funds opening new positions, 52 increasing their positions, 59 reducing their positions, and 36 closing their positions.
0% more first-time investments, than exits
New positions opened: 36 | Existing positions closed: 36
1.71% less ownership
Funds ownership: 111.44% → 109.73% (-1.7%)
5% less funds holding
Funds holding: 195 → 186 (-9)
12% less repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 59
17% less funds holding in top 10
Funds holding in top 10: 12 → 10 (-2)
30% less capital invested
Capital invested by funds: $3.57B → $2.52B (-$1.06B)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Lido Advisors
Los Angeles,
California
|
+$78.4M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$39.4M |
| 3 |
WA
Waverly Advisors
Birmingham,
Alabama
|
+$16.5M |
| 4 |
RPSA
Richard P. Slaughter Associates
Austin,
Texas
|
+$7.54M |
| 5 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
+$5.57M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$490M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
-$175M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
-$63.8M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
-$63.8M |
| 5 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$56.3M |
IWX Hedge Fund Activity: Q4 2024 in Review
186 of the 7,592 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2024, worth a combined $2.52B — down 30% from $3.57B a quarter earlier.
Fund positioning in IWX was balanced in Q4 2024: 36 funds opened new positions, 36 closed out, 52 added to existing stakes and 59 trimmed.
The largest buyer was Lido Advisors, opening a new position worth an estimated $78.4M. The largest seller was Envestnet Asset Management, cutting an estimated $490M.
- 186 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2024, down from 195 in Q3 2024.
- Funds reported $2.52B of iShares Russell Top 200 Value ETF stock for Q4 2024, down 30% quarter-over-quarter.
- 36 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2024 and 36 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2024 was Lido Advisors, an estimated $78.4M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2024 was Envestnet Asset Management, an estimated $490M sold.
Based on aggregated 13F filings for Q4 2024.