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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
PFG
101
Pacific Financial Group
Washington
$266K +$199 +3 +0.1%
ACA
102
Anchor Capital Advisors
Massachusetts
$266K – – –
PCA
103
Pallas Capital Advisors
Massachusetts
$264K -$261K -3,939 -51%
YWM
104
Yoder Wealth Management
California
$263K +$248K +3,741 New
OLVIG
105
Oliver Lagore Vanvalin Investment Group
Michigan
$262K -$445K -6,709 -64%
BA
106
Ballast Advisors
Minnesota
$253K – – –
Janney Montgomery Scott
107
Janney Montgomery Scott
Pennsylvania
$237K -$7.5K -113 -3%
FA
108
FSA Advisors
Michigan
$236K +$223K +3,367 New
William Blair & Company
109
William Blair & Company
Illinois
$232K – – –
WP
110
WealthSource Partners
California
$222K +$210K +3,163 New
CA
111
Continuum Advisory
Idaho
$219K – – –
QCM
112
QRG Capital Management
Illinois
$207K -$54.8K -826 -22%
Thrivent Financial for Lutherans
113
Thrivent Financial for Lutherans
Minnesota
$202K +$191K +2,878 New
Citadel Advisors
114
Citadel Advisors
Florida
$201K -$181K -2,722 -49%
FHA
115
First Horizon Advisors
Tennessee
$190K -$464 -7 -0.3%
1832 Asset Management
116
1832 Asset Management
Ontario, Canada
$162K – – –
SIS
117
Sound Income Strategies
Florida
$147K -$86.2K -1,300 -38%
Carson Wealth (CWM LLC)
118
Carson Wealth (CWM LLC)
Nebraska
$145K – – –
SC
119
SouthState Corp
Florida
$133K +$126K +1,898 New
KFI
120
Key Financial Inc
Pennsylvania
$126K – – –
CAM
121
Creekmur Asset Management
Illinois
$118K +$111K +1,680 New
BFPW
122
BOK Financial Private Wealth
Colorado
$113K – – –
Qube Research & Technologies (QRT)
123
Qube Research & Technologies (QRT)
United Kingdom
$101K +$12K +181 +14%
GWSG
124
GPS Wealth Strategies Group
Colorado
$82.6K – – –
US Bancorp
125
US Bancorp
Minnesota
$62.2K – – –
3 4
5
6 7

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.