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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

106 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 Value ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
34
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$320M
2
PCP
2
Proficio Capital Partners
Massachusetts
$18.3M
3
HH
3
Hilltop Holdings
Texas
$6.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.55M
5
CCB
5
Country Club Bank
Missouri
$1.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$160M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$312M
3
Truist Financial
3
Truist Financial
North Carolina
$38.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$5.87M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
Goldman Sachs
76
Goldman Sachs
New York
$227K 3,255 -23,260 -88%
ASN
77
Advisory Services Network
Georgia
$226K 3,247 +3,247 New
MI
78
Moneywise Inc
Virginia
$219K 3,140 +6 +0.2%
CA
79
Cetera Advisors
Colorado
$219K 3,141 +3,141 New
Janney Montgomery Scott
80
Janney Montgomery Scott
Pennsylvania
$210K 3,015 – –
CA
81
Continuum Advisory
Idaho
$201K 3,051 – –
CWM
82
Curi Wealth Management
North Carolina
$201K 2,892 +13 +0.5%
Carson Wealth (CWM LLC)
83
Carson Wealth (CWM LLC)
Nebraska
$161K 2,310 – –
1832 Asset Management
84
1832 Asset Management
Ontario, Canada
$161K 2,308 +2,308 New
PNC Financial Services Group
85
PNC Financial Services Group
Pennsylvania
$156K 2,244 – –
KFI
86
Key Financial Inc
Pennsylvania
$154K 2,211 – –
TF
87
TimeScale Financial
Massachusetts
$153K 2,194 +2,194 New
Qube Research & Technologies (QRT)
88
Qube Research & Technologies (QRT)
United Kingdom
$125K 1,797 -1,475 -45%
FHA
89
First Horizon Advisors
Tennessee
$86K 1,230 – –
GWSG
90
GPS Wealth Strategies Group
Colorado
$82K 1,177 – –
GI
91
Gradient Investments
Minnesota
$63K 903 -669 -43%
US Bancorp
92
US Bancorp
Minnesota
$62K 886 – –
APC
93
Aspire Private Capital
North Carolina
$62K 883 +883 New
SWM
94
Spire Wealth Management
Virginia
$53K 758 – –
APA
95
American Portfolios Advisors
New York
$39.8K 571 – –
MAWCM
96
Mine & Arao Wealth Creation & Management
California
$35K 500 – –
AIM
97
Anchor Investment Management
South Carolina
$27.9K 400 – –
CFGS
98
Concourse Financial Group Securities
Alabama
$21K 297 +40 +16%
TAM
99
Tucker Asset Management
Colorado
$13.6K 195 +95 +95%
Simplex Trading
100
Simplex Trading
Illinois
$13K 199 +199 New
1 2 3
4
5