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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
SWM
101
Spire Wealth Management
Virginia
$44K – – –
APA
102
American Portfolios Advisors
New York
$33K – – –
MAWCM
103
Mine & Arao Wealth Creation & Management
California
$29K – – –
NMG
104
New Millennium Group
Utah
$28K -$1.59K -25 -5%
AIM
105
Anchor Investment Management
South Carolina
$23.1K – – –
PFBT
106
Parkside Financial Bank & Trust
Missouri
$18K +$20.2K +318 New
CFGS
107
Concourse Financial Group Securities
Alabama
$17K – – –
TCWA
108
Ten Capital Wealth Advisors
Washington
$12K – – –
AWM
109
Abound Wealth Management
Tennessee
$8.66K +$9.53K +150 New
MRCM
110
M&R Capital Management
New Jersey
$7K – – –
BlackRock
111
BlackRock
New York
$5K -$318 -5 -6%
AWM
112
Avior Wealth Management
Nebraska
$4K – – –
TAM
113
Tucker Asset Management
Colorado
$3.64K – – –
CA
114
Clearstead Advisors
Ohio
$2K +$1.91K +30 New
AF
115
Affiance Financial
Minnesota
$2K +$2.48K +39 New
DAC
116
Dividend Assets Capital
South Carolina
$1K – – –
WWP
117
WR Wealth Planners
Missouri
$462 – – –
Bank of Montreal
118
Bank of Montreal
Ontario, Canada
$124 +$110K +1,725 New
WC
119
Wexford Capital
Florida
– -$7.99K -129,296 Closed
HH
120
Hilltop Holdings
Texas
– -$6.19M -100,213 Closed
SS
121
Simplicity Solutions
Minnesota
– -$2.96M -47,857 Closed
Citigroup
122
Citigroup
New York
– -$1.82M -29,500 Closed
JF
123
JSF Financial
California
– -$1.11M -18,010 Closed
OMC
124
Old Mission Capital
Illinois
– -$532K -8,617 Closed
LAS
125
Lloyd Advisory Services
Georgia
– -$414K -6,690 Closed
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.