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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

124 hedge funds and large institutions have $1.75B invested in iShares Russell Top 200 Value ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 17 closing their positions.

Holders
124
Holders Change
-8
Holders Change %
-6.06%
% of All Funds
1.99%
Holding in Top 10
9
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+28.57%
% of All Funds
0.14%
New
10
Increased
42
Reduced
40
Closed
17
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$395M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$370M
3
TF
3
TIAA FSB
Florida
$513M
4
FCAM
4
First Citizens Asset Management
North Carolina
$30.1M
5
KPWS
5
Kestra Private Wealth Services
Texas
$7.35M

Top Sellers

1
Morgan Stanley
1
Morgan Stanley
New York
$10.6M
2
MML Investors Services
2
MML Investors Services
Massachusetts
$5.59M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$3.71M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$8.55M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$396K
Name Market Value Shares Shares
Change 		Shares
Change %
KFI
101
Key Financial Inc
Pennsylvania
$117K 1,795 -416 -19%
CT
102
Colonial Trust
South Carolina
$92.4K 1,435 – –
US Bancorp
103
US Bancorp
Minnesota
$90.6K 1,392 +506 +57%
GWSG
104
GPS Wealth Strategies Group
Colorado
$76.6K 1,177 +1,177 New
GI
105
Gradient Investments
Minnesota
$50.6K 778 -4,987 -87%
SWM
106
Spire Wealth Management
Virginia
$49.3K 758 – –
CMA
107
Cedar Mountain Advisors
Oregon
$47.7K 732 +732 New
TF
108
Tompkins Financial
New York
$39.1K 600 – –
MAWCM
109
Mine & Arao Wealth Creation & Management
California
$32.7K 502 – –
AIM
110
Anchor Investment Management
South Carolina
$26K 400 – –
NMG
111
New Millennium Group
Utah
$19.5K 299 – –
CFGS
112
Concourse Financial Group Securities
Alabama
$19.3K 297 – –
HI
113
Harbour Investments
Wisconsin
$18.5K 284 +284 New
Commonwealth Equity Services
114
Commonwealth Equity Services
Massachusetts
$14.7K 225,719 +3,066 +1%
CTA
115
Colonial Trust Advisors
South Carolina
$14.5K 222 – –
TCWA
116
Ten Capital Wealth Advisors
Washington
$13K 200 – –
MRCM
117
M&R Capital Management
New Jersey
$8.07K 124 – –
AAS
118
Ameritas Advisory Services
Nebraska
$5.65K 85 +85 New
CIAS
119
Capital Investment Advisory Services
North Carolina
$4.88K 75 +75 New
AWM
120
Avior Wealth Management
Nebraska
$4.26K 65 -4 -6%
TAM
121
Tucker Asset Management
Colorado
$3.71K 57 – –
BlackRock
122
BlackRock
New York
$2.34K 36 -47 -57%
CA
123
Clearstead Advisors
Ohio
$1.95K 30 – –
BAM
124
Belpointe Asset Management
Nevada
$195 3 – –
FTUS
125
Flow Traders U.S.
New York
– – -20,604 Closed
2 3 4
5
6