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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 %
GT
101
Glenmede Trust
Pennsylvania
$430K 5,441 – –
1832 Asset Management
102
1832 Asset Management
Ontario, Canada
$429K 5,431 – –
Osaic Holdings
103
Osaic Holdings
Arizona
$428K 5,420 -154,622 -97%
OWA
104
One Wealth Advisors
California
$425K 5,382 -12 -0.2%
JWCA
105
J.W. Cole Advisors
Florida
$410K 5,186 +34 +0.7%
MCM
106
MAI Capital Management
Ohio
$404K 5,115 +75 +1%
Bank of Montreal
107
Bank of Montreal
Ontario, Canada
$400K 5,066 – –
VPF
108
Vantage Point Financial
Illinois
$371K 4,689 +4,689 New
LWANC
109
Laurel Wealth Advisors (North Carolina)
North Carolina
$364K 4,600 – –
BBHC
110
Brown Brothers Harriman & Co
New York
$361K 4,564 – –
WA
111
WBH Advisory
Maryland
$359K 4,548 -19 -0.4%
LWL
112
Leo Wealth LLC
Texas
$356K 4,499 +512 +13%
SWM
113
Silverlake Wealth Management
Vermont
$342K 4,328 -6 -0.1%
BlackRock
114
BlackRock
New York
$333K 4,214 +4,214 New
PA
115
Pineridge Advisors
Missouri
$332K 4,204 -549 -12%
AAS
116
Avantax Advisory Services
Texas
$313K 3,963 -2,615 -40%
MWM
117
Meridian Wealth Management
Kentucky
$313K 3,963 +11 +0.3%
Jones Financial Companies
118
Jones Financial Companies
Missouri
$302K 3,827 +3,016 +372%
FA
119
FSA Advisors
Michigan
$302K 3,816 -85 -2%
MWM
120
Maripau Wealth Management
Indiana
$299K 3,782 +3,782 New
AQR Capital Management
121
AQR Capital Management
Connecticut
$298K 3,768 – –
PCA
122
Pallas Capital Advisors
Massachusetts
$298K 3,768 – –
YWM
123
Yoder Wealth Management
California
$296K 3,741 – –
BA
124
Ballast Advisors
Minnesota
$285K 3,606 – –
William Blair & Company
125
William Blair & Company
Illinois
$281K 3,561 +256 +8%
3 4
5
6 7