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iShares Russell Top 200 Value ETF
IWX

118 hedge funds and large institutions have $1.36B invested in iShares Russell Top 200 Value ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.

New
Increased
Maintained
Reduced
Closed

31% more repeat investments, than reductions

Existing positions increased: 34 | Existing positions reduced: 26

24% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 17

4% more funds holding

Funds holding: 114 → 118 (+4)

13% less capital invested

Capital invested by funds: $1.58B → $1.36B (-$211M)

17% less funds holding in top 10

Funds holding in top 10: 6 → 5 (-1)

17.71% less ownership

Funds ownership: 125.6% → 107.9% (-18%)

Holders
118
Holders Change
+4
Holders Change %
+3.51%
% of All Funds
2.03%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
21
Increased
34
Reduced
26
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$20.2M
2
5L
55I LLC
Massachusetts
+$14.6M
3
VOYA Investment Management
VOYA Investment Management
Georgia
+$5.8M
4
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$2.29M
5
9WM
9258 Wealth Management
Ohio
+$2.23M

Top Sellers

1
PCP
Proficio Capital Partners
Massachusetts
-$211M
2
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$77.1M
3
FCBT
First Citizens Bank & Trust
North Carolina
-$77M
4
AWM
AE Wealth Management
Kansas
-$6.38M
5
HH
Hilltop Holdings
Texas
-$6.19M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWCA
76
J.W. Cole Advisors
Florida
$285K +$2.16K +34 +0.7%
CW
77
CreativeOne Wealth
Kansas
$269K -$262K -4,119 -47%
LWANC
78
Laurel Wealth Advisors (North Carolina)
North Carolina
$265K – – –
Fidelity Investments
79
Fidelity Investments
Massachusetts
$258K -$27.8K -437 -9%
MWM
80
Meridian Wealth Management
Kentucky
$258K -$16.8K -264 -6%
WA
81
WBH Advisory
Maryland
$253K +$28.6K +450 +11%
SW
82
Simplicity Wealth
New Jersey
$246K +$271K +4,267 New
SWM
83
Silverlake Wealth Management
Vermont
$245K – – –
PFS
84
Prospera Financial Services
Texas
$240K – – –
Jane Street
85
Jane Street
New York
$237K +$261K +4,114 New
PFG
86
Pacific Financial Group
Washington
$235K -$12.3K -193 -5%
MCM
87
MAI Capital Management
Ohio
$230K – – –
Northern Trust
88
Northern Trust
Illinois
$229K +$253K +3,973 New
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$224K -$5.59K -88 -2%
ACA
90
Anchor Capital Advisors
Massachusetts
$219K – – –
FHA
91
First Horizon Advisors
Tennessee
$218K +$78.7K +1,239 +49%
BA
92
Ballast Advisors
Minnesota
$193K – – –
William Blair & Company
93
William Blair & Company
Illinois
$191K – – –
Carson Wealth (CWM LLC)
94
Carson Wealth (CWM LLC)
Nebraska
$130K -$369K -5,800 -72%
KFI
95
Key Financial Inc
Pennsylvania
$128K – – –
BFPW
96
BOK Financial Private Wealth
Colorado
$105K – – –
EWA
97
EverSource Wealth Advisors
Alabama
$105K +$116K +1,827 New
GWSG
98
GPS Wealth Strategies Group
Colorado
$68K – – –
GI
99
Gradient Investments
Minnesota
$52K – – –
US Bancorp
100
US Bancorp
Minnesota
$51K – – –
2 3
4
5 6

IWX Hedge Fund Activity: Q3 2022 in Review

118 of the 5,805 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2022, worth a combined $1.36B — down 13% from $1.58B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IWX positions and 17 closed out — a net gain of 4 holders — while 34 added to existing stakes and 26 trimmed.

The largest buyer was TIAA FSB, adding an estimated $20.2M. The largest seller was Proficio Capital Partners, cutting an estimated $211M.

  • 118 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2022, up from 114 in Q2 2022.
  • Funds reported $1.36B of iShares Russell Top 200 Value ETF stock for Q3 2022, down 13% quarter-over-quarter.
  • 21 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2022 and 17 closed out, a net change of +4 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q3 2022 was TIAA FSB, an estimated $20.2M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q3 2022 was Proficio Capital Partners, an estimated $211M sold.

Based on aggregated 13F filings for Q3 2022.