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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
TRCT
126
Tower Research Capital (TRC)
New York
$62K -$325K -4,892 -85%
SWM
127
Spire Wealth Management
Virginia
$53.1K – – –
CMA
128
Cedar Mountain Advisors
Oregon
$51.4K – – –
MAWCM
129
Mine & Arao Wealth Creation & Management
California
$35.1K – – –
GI
130
Gradient Investments
Minnesota
$30.8K – – –
AIM
131
Anchor Investment Management
South Carolina
$28.1K – – –
Bessemer Group
132
Bessemer Group
New Jersey
$25K – – –
CFGS
133
Concourse Financial Group Securities
Alabama
$20.8K – – –
DJSG
134
D.J. St. Germain
Massachusetts
$20.6K – – –
HI
135
Harbour Investments
Wisconsin
$20.2K +$265 +4 +1%
TAM
136
Tucker Asset Management
Colorado
$19.9K +$15.1K +227 +398%
CTWM
137
Cherry Tree Wealth Management
Minnesota
$18.7K – – –
Comerica Bank
138
Comerica Bank
Texas
$16.7K -$1.53K -23 -9%
CTA
139
Colonial Trust Advisors
South Carolina
$15.6K – – –
FCA
140
FinTrust Capital Advisors
South Carolina
$11.2K – – –
MRCM
141
M&R Capital Management
New Jersey
$8.7K – – –
NMG
142
New Millennium Group
Utah
$7.87K – – –
AWM
143
Avior Wealth Management
Nebraska
$4.68K +$66 +1 +2%
ASN
144
Advisory Services Network
Georgia
$2.81K -$204K -3,079 -99%
LPP
145
Life Planning Partners
Florida
$2.81K +$2.65K +40 New
VanEck Associates
146
VanEck Associates
New York
$2K +$2.26K +34 New
TLFA
147
True Link Financial Advisors
California
– -$897K -13,718 Closed
Jane Street
148
Jane Street
New York
– -$338K -5,169 Closed
TC
149
TownSquare Capital
Utah
– -$200K -3,067 Closed
BCM
150
BluePath Capital Management
Georgia
– -$175K -2,680 Closed
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.