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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

132 hedge funds and large institutions have $1.53B invested in iShares Russell Top 200 Value ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 34 reducing their positions, and 10 closing their positions.

Holders
132
Holders Change
+15
Holders Change %
+12.82%
% of All Funds
2.13%
Holding in Top 10
7
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+75%
% of All Funds
0.11%
New
28
Increased
34
Reduced
34
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
FCAM
1
First Citizens Asset Management
North Carolina
$21.2M
2
Morgan Stanley
2
Morgan Stanley
New York
$19.4M
3
NA
3
NewEdge Advisors
Louisiana
$11.8M
4
AWMNH
4
Arcadia Wealth Management (New Hampshire)
New Hampshire
$9.11M
5
SW
5
Simplicity Wealth
New Jersey
$8.98M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$287M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$266M
3
TF
3
TIAA FSB
Florida
$478M
4
AWM
4
AE Wealth Management
Kansas
$117M
5
MML Investors Services
5
MML Investors Services
Massachusetts
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
GG
76
GenWealth Group
New Jersey
$379K 5,836 – –
GI
77
Gradient Investments
Minnesota
$375K 5,765 +4,862 +538%
SIS
78
Sound Income Strategies
Florida
$368K 5,666 -336 -6%
CW
79
CreativeOne Wealth
Kansas
$362K 5,577 +924 +20%
Franklin Resources
80
Franklin Resources
California
$347K 5,348 – –
JWCA
81
J.W. Cole Advisors
Florida
$323K 4,970 +29 +0.6%
Jane Street
82
Jane Street
New York
$319K 4,914 +800 +19%
Northern Trust
83
Northern Trust
Illinois
$316K 4,863 +890 +22%
SW
84
SMART Wealth
Nebraska
$303K 4,670 +4,670 New
TF
85
TimeScale Financial
Massachusetts
$302K 5,239 – –
LWANC
86
Laurel Wealth Advisors (North Carolina)
North Carolina
$299K 4,600 – –
MWM
87
Meridian Wealth Management
Kentucky
$290K 4,466 – –
SWM
88
Silverlake Wealth Management
Vermont
$276K 4,250 – –
Fidelity Investments
89
Fidelity Investments
Massachusetts
$275K 4,227 -249 -6%
PFG
90
Pacific Financial Group
Washington
$267K 4,102 +37 +0.9%
MPWT
91
MassMutual Private Wealth & Trust
Connecticut
$265K 4,083 +4,083 New
MCM
92
MAI Capital Management
Ohio
$258K 3,977 – –
PNC Financial Services Group
93
PNC Financial Services Group
Pennsylvania
$253K 3,887 – –
ACA
94
Anchor Capital Advisors
Massachusetts
$247K 3,795 – –
SAS
95
SMI Advisory Services
Indiana
$232K 4,022 +4,022 New
ASN
96
Advisory Services Network
Georgia
$220K 3,394 +3,394 New
BA
97
Ballast Advisors
Minnesota
$217K 3,338 – –
William Blair & Company
98
William Blair & Company
Illinois
$215K 3,305 – –
CA
99
Continuum Advisory
Idaho
$203K 3,120 +3,120 New
FHA
100
First Horizon Advisors
Tennessee
$193K 2,968 -811 -21%
2 3
4
5 6