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iShares Russell Top 200 Value ETF
IWX

146 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 41 increasing their positions, 47 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

163% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 8

10% more funds holding in top 10

Funds holding in top 10: 10 → 11 (+1)

8% more funds holding

Funds holding: 135 → 146 (+11)

4% more capital invested

Capital invested by funds: $1.97B → $2.04B (+$78.7M)

1.5% less ownership

Funds ownership: 115.01% → 113.51% (-1.5%)

13% less repeat investments, than reductions

Existing positions increased: 41 | Existing positions reduced: 47

Holders
146
Holders Change
+11
Holders Change %
+8.15%
% of All Funds
2.13%
Holding in Top 10
11
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+10%
% of All Funds
0.16%
New
21
Increased
41
Reduced
47
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PP
Pegasus Partners
Wisconsin
+$23.7M
2
SW
SVB Wealth
Massachusetts
+$15.5M
3
AWM
AE Wealth Management
Kansas
+$9.97M
4
JP Morgan Chase
JP Morgan Chase
New York
+$9.7M
5
Morgan Stanley
Morgan Stanley
New York
+$9.34M

Top Sellers

1
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$41M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$40.3M
3
MAC
Mason & Associates (California)
California
-$22M
4
SEM
Strategic Equity Management
Arizona
-$8.58M
5
HighTower Advisors
HighTower Advisors
Illinois
-$7.96M
Name Holding Trade Value Shares
Change 		Change in
Stake
PA
76
Pineridge Advisors
Missouri
$532K +$503K +7,575 New
Osaic Holdings
77
Osaic Holdings
Arizona
$523K -$472K -7,119 -49%
MWM
78
Maripau Wealth Management
Indiana
$522K -$53.1K -800 -10%
SAW
79
Signal Advisors Wealth
Michigan
$498K +$471K +7,097 New
FTUS
80
Flow Traders U.S.
New York
$484K -$109K -1,636 -19%
PFS
81
Prospera Financial Services
Texas
$477K -$59.7K -900 -12%
OWA
82
One Wealth Advisors
California
$437K -$6.1K -92 -1%
GG
83
GenWealth Group
New Jersey
$410K – – –
AWA
84
Arkadios Wealth Advisors
Georgia
$408K +$386K +5,814 New
GT
85
Glenmede Trust
Pennsylvania
$367K – – –
LWL
86
Leo Wealth LLC
Texas
$365K +$328K +4,946 New
JWCA
87
J.W. Cole Advisors
Florida
$357K +$4.38K +66 +1%
Bank of Montreal
88
Bank of Montreal
Ontario, Canada
$356K +$335K +5,053 +38,869%
MCM
89
MAI Capital Management
Ohio
$354K +$70.5K +1,063 +27%
OHIS
90
Oak Harvest Investment Services
Texas
$348K -$55.7K -839 -14%
WA
91
WBH Advisory
Maryland
$344K +$59.8K +902 +23%
MWM
92
Meridian Wealth Management
Kentucky
$341K -$320K -4,829 -50%
CT
93
Colonial Trust
South Carolina
$330K +$217K +3,269 +228%
SS
94
Simplicity Solutions
Minnesota
$325K +$307K +4,633 New
LWANC
95
Laurel Wealth Advisors (North Carolina)
North Carolina
$323K – – –
Franklin Resources
96
Franklin Resources
California
$321K -$51.7K -780 -15%
BBHC
97
Brown Brothers Harriman & Co
New York
$320K – – –
OIA
98
OneDigital Investment Advisors
Kansas
$312K -$702K -10,586 -70%
SWM
99
Silverlake Wealth Management
Vermont
$298K – – –
Fidelity Investments
100
Fidelity Investments
Massachusetts
$298K +$20K +301 +8%
2 3
4
5 6

IWX Hedge Fund Activity: Q4 2023 in Review

146 of the 6,859 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2023, worth a combined $2.04B — up 4% from $1.97B a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new IWX positions and 8 closed out — a net gain of 13 holders — while 41 added to existing stakes and 47 trimmed.

The largest buyer was Pegasus Partners, adding an estimated $23.7M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $41M.

  • 146 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2023, up from 135 in Q3 2023.
  • Funds reported $2.04B of iShares Russell Top 200 Value ETF stock for Q4 2023, up 4% quarter-over-quarter.
  • 21 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2023 and 8 closed out, a net change of +13 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q4 2023 was Pegasus Partners, an estimated $23.7M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q4 2023 was Envestnet Portfolio Solutions, an estimated $41M sold.

Based on aggregated 13F filings for Q4 2023.