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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

182 hedge funds and large institutions have $2.51B invested in iShares Russell Top 200 Value ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 36 closing their positions.

Holders
182
Holders Change
-10
Holders Change %
-5.21%
% of All Funds
2.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
35
Increased
52
Reduced
58
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$75.6M
2
SW
2
SVB Wealth
Massachusetts
$56.7M
3
WA
3
Waverly Advisors
Alabama
$15.9M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.07M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$7.26M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.59M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$487M
Name Market Value Shares Shares
Change 		Shares
Change %
Fifth Third Bancorp
76
Fifth Third Bancorp
Ohio
$784K 9,921 +1,856 +23%
LRWM
77
Lord & Richards Wealth Management
Colorado
$779K 9,862 +9,862 New
SAM
78
Smartleaf Asset Management
Massachusetts
$749K 9,500 – –
KBFS
79
Kohmann Bosshard Financial Services
Ohio
$743K 9,398 – –
SF
80
Synovus Financial
Georgia
$706K 8,924 -874 -9%
LAS
81
Lloyd Advisory Services
Georgia
$703K 8,895 +104 +1%
MAC
82
Mason & Associates (California)
California
$675K 8,541 – –
VFG
83
Victory Financial Group
Texas
$666K 8,427 +8,427 New
MW
84
MBL Wealth
North Carolina
$664K 8,400 – –
PFS
85
Prospera Financial Services
Texas
$635K 8,032 +1,300 +19%
PW
86
Peninsula Wealth
California
$628K 7,951 +7,951 New
T
87
Transce3nd
Texas
$624K 7,901 +7,901 New
DRP
88
Decker Retirement Planning
Utah
$614K 7,763 +7,763 New
LTAS
89
Linden Thomas Advisory Services
North Carolina
$594K 7,518 +7,518 New
EH
90
Equitable Holdings
New York
$551K 6,973 +3,645 +110%
RFG
91
REAP Financial Group
Texas
$532K 6,733 -849 -11%
SW
92
SMART Wealth
Nebraska
$513K 6,491 +2,065 +47%
CWA
93
Clarus Wealth Advisors
Arizona
$504K 6,360 -172 -3%
CAPTRUST Financial Advisors
94
CAPTRUST Financial Advisors
North Carolina
$502K 6,349 +750 +13%
PVI
95
Pine Valley Investments
New Jersey
$489K 6,193 +6,193 New
GVAG
96
Great Valley Advisor Group
Delaware
$465K 5,883 +1,406 +31%
GG
97
GenWealth Group
New Jersey
$461K 5,836 – –
AWA
98
Arkadios Wealth Advisors
Georgia
$459K 5,814 – –
OIA
99
OneDigital Investment Advisors
Kansas
$442K 5,588 -267 -5%
FWM
100
FLP Wealth Management
Arkansas
$441K 5,577 +5,577 New
2 3
4
5 6