IWX icon

iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

114 hedge funds and large institutions have $1.58B invested in iShares Russell Top 200 Value ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
41
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$448M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$368M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$346M
4
PCP
4
Proficio Capital Partners
Massachusetts
$16M
5
MAC
5
Mason & Associates (California)
California
$23.6M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$122M
2
GWMIA
2
Global Wealth Management Investment Advisory
Florida
$3.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.38M
4
Truist Financial
4
Truist Financial
North Carolina
$33.1M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$4.5M
Name Market Value Shares Shares
Change 		Shares
Change %
BBP
76
Banco BTG Pactual
Brazil
$277K 4,488 +4,488 New
Fisher Asset Management
77
Fisher Asset Management
Washington
$272K 4,398 +4,398 New
PFG
78
Pacific Financial Group
Washington
$263K 4,258 +14 +0.3%
SWM
79
Silverlake Wealth Management
Vermont
$263K 4,250 – –
PFS
80
Prospera Financial Services
Texas
$256K 4,151 -48 -1%
MCM
81
MAI Capital Management
Ohio
$246K 3,977 – –
PNC Financial Services Group
82
PNC Financial Services Group
Pennsylvania
$246K 3,975 +1,731 +77%
WA
83
WBH Advisory
Maryland
$245K 3,931 – –
ACA
84
Anchor Capital Advisors
Massachusetts
$234K 3,795 – –
KJHP
85
K.J. Harrison & Partners
Ontario, Canada
$220K 3,552 -1,448 -29%
CA
86
Cetera Advisors
Colorado
$210K 3,400 +259 +8%
ASN
87
Advisory Services Network
Georgia
$208K 3,359 +112 +3%
BA
88
Ballast Advisors
Minnesota
$206K 3,338 – –
William Blair & Company
89
William Blair & Company
Illinois
$204K 3,305 – –
CWM
90
Curi Wealth Management
North Carolina
$171K 2,760 -132 -5%
FHA
91
First Horizon Advisors
Tennessee
$156K 2,540 +1,310 +107%
KFI
92
Key Financial Inc
Pennsylvania
$138K 2,211 – –
BFPW
93
BOK Financial Private Wealth
Colorado
$112K 1,811 +1,811 New
GWSG
94
GPS Wealth Strategies Group
Colorado
$73K 1,177 – –
GI
95
Gradient Investments
Minnesota
$56K 903 – –
US Bancorp
96
US Bancorp
Minnesota
$55K 886 – –
SWM
97
Spire Wealth Management
Virginia
$47K 758 – –
APA
98
American Portfolios Advisors
New York
$35.3K 571 – –
NMG
99
New Millennium Group
Utah
$32K 523 +523 New
MAWCM
100
Mine & Arao Wealth Creation & Management
California
$31K 502 +2 +0.4%
1 2 3
4
5