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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

98 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
29
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
1
Mason & Associates (California)
California
$15.9M
2
TF
2
TIAA FSB
Florida
$290M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$9.63M
4
Truist Financial
4
Truist Financial
North Carolina
$42.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$318M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$293M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.86M
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
CA
76
Continuum Advisory
Idaho
$214K 3,051 – –
Janney Montgomery Scott
77
Janney Montgomery Scott
Pennsylvania
$211K 3,015 +3,015 New
CWM
78
Curi Wealth Management
North Carolina
$201K 2,879 +2,879 New
MFM
79
MD Financial Management
Ontario, Canada
$162K 2,308 +2,308 New
Carson Wealth (CWM LLC)
80
Carson Wealth (CWM LLC)
Nebraska
$162K 2,310 +2,310 New
PNC Financial Services Group
81
PNC Financial Services Group
Pennsylvania
$157K 2,244 -145 -6%
KFI
82
Key Financial Inc
Pennsylvania
$155K 2,211 +2,211 New
GI
83
Gradient Investments
Minnesota
$110K 1,572 +428 +37%
FHA
84
First Horizon Advisors
Tennessee
$86K 1,230 – –
GWSG
85
GPS Wealth Strategies Group
Colorado
$82K 1,177 – –
US Bancorp
86
US Bancorp
Minnesota
$62K 886 +886 New
SWM
87
Spire Wealth Management
Virginia
$53K 758 – –
APA
88
American Portfolios Advisors
New York
$40K 571 -4 -0.7%
MAWCM
89
Mine & Arao Wealth Creation & Management
California
$35K 500 – –
SFPG
90
Stonebridge Financial Planning Group
Florida
$33K 485 – –
CWS
91
Confluence Wealth Services
Pennsylvania
$32K 465 +465 New
AIM
92
Anchor Investment Management
South Carolina
$28K 400 – –
NFG
93
Next Financial Group
Texas
$23K 329 – –
CFGS
94
Concourse Financial Group Securities
Alabama
$18K 257 – –
MRCM
95
M&R Capital Management
New Jersey
$8K 119 – –
TAM
96
Tucker Asset Management
Colorado
$7.02K 100 – –
AWM
97
Avior Wealth Management
Nebraska
$5K 73 -196 -73%
BlackRock
98
BlackRock
New York
$3K 36 – –
Bank of Montreal
99
Bank of Montreal
Ontario, Canada
– – -5,925 Closed
MPWT
100
MassMutual Private Wealth & Trust
Connecticut
– – -5,000 Closed
1 2 3
4
5