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iShares Russell Top 200 Value ETF
IWX

98 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 8 closing their positions.

New
Increased
Maintained
Reduced
Closed

113% more first-time investments, than exits

New positions opened: 17 | Existing positions closed: 8

20% more funds holding in top 10

Funds holding in top 10: 5 → 6 (+1)

10% more funds holding

Funds holding: 89 → 98 (+9)

5% more capital invested

Capital invested by funds: $1.28B → $1.35B (+$69.7M)

7% more repeat investments, than reductions

Existing positions increased: 29 | Existing positions reduced: 27

0.64% less ownership

Funds ownership: 108.2% → 107.57% (-0.64%)

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
29
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
TIAA FSB
Florida
+$6.07M
2
VOYA Investment Management
VOYA Investment Management
Georgia
+$4.99M
3
Truist Financial
Truist Financial
North Carolina
+$4.57M
4
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$3.44M
5
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$3.11M

Top Sellers

1
Envestnet Asset Management
Envestnet Asset Management
Illinois
-$29.5M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$24.8M
3
Goldman Sachs
Goldman Sachs
New York
-$5.5M
4
HGWM
Horst & Graben Wealth Management
Oregon
-$1.79M
5
Citadel Advisors
Citadel Advisors
Florida
-$1.57M
Name Holding Trade Value Shares
Change 		Change in
Stake
WF
101
Welch & Forbes
Massachusetts
– -$328K -5,000 Closed
CA
102
Cetera Advisors
Colorado
– -$239K -3,639 Closed
FLPIM
103
F.L. Putnam Investment Management
Massachusetts
– -$204K -3,101 Closed
AWA
104
Arkadios Wealth Advisors
Georgia
– -$70K -1,080 Closed
HI
105
Harbour Investments
Wisconsin
– -$18K -273 Closed
CPC
106
Consolidated Planning Corp
Georgia
– -$9K -143 Closed
1 2 3 4
5

IWX Hedge Fund Activity: Q4 2021 in Review

98 of the 6,498 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2021, worth a combined $1.35B — up 5.5% from $1.28B a quarter earlier.

Buyers outnumbered sellers: 17 funds opened new IWX positions and 8 closed out — a net gain of 9 holders — while 29 added to existing stakes and 27 trimmed.

The largest buyer was TIAA FSB, adding an estimated $6.07M. The largest seller was Envestnet Asset Management, cutting an estimated $29.5M.

  • 98 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2021, up from 89 in Q3 2021.
  • Funds reported $1.35B of iShares Russell Top 200 Value ETF stock for Q4 2021, up 5.5% quarter-over-quarter.
  • 17 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2021 and 8 closed out, a net change of +9 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q4 2021 was TIAA FSB, an estimated $6.07M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q4 2021 was Envestnet Asset Management, an estimated $29.5M sold.

Based on aggregated 13F filings for Q4 2021.