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iShares Russell Top 200 Value ETF
IWX

195 hedge funds and large institutions have $3.57B invested in iShares Russell Top 200 Value ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 10 closing their positions.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 10

47% more capital invested

Capital invested by funds: $2.43B → $3.57B (+$1.14B)

30% more repeat investments, than reductions

Existing positions increased: 56 | Existing positions reduced: 43

24% more funds holding

Funds holding: 157 → 195 (+38)

10.43% more ownership

Funds ownership: 101.02% → 111.44% (+10%)

9% more funds holding in top 10

Funds holding in top 10: 11 → 12 (+1)

Holders
195
Holders Change
+38
Holders Change %
+24.2%
% of All Funds
2.8%
Holding in Top 10
12
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+9.09%
% of All Funds
0.17%
New
50
Increased
56
Reduced
43
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$468M
2
CCMG
Clark Capital Management Group
Pennsylvania
+$168M
3
BCI
Brinker Capital Investments
Pennsylvania
+$61.3M
4
OPS
Orion Portfolio Solutions
Nebraska
+$61.3M
5
LPL Financial
LPL Financial
California
+$30.4M

Top Sellers

Rank Fund Capital Flow
1
SW
SVB Wealth
Massachusetts
-$26.6M
2
FCBT
First Citizens Bank & Trust
North Carolina
-$26.3M
3
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions
Illinois
-$18.4M
4
Truist Financial
Truist Financial
North Carolina
-$15.1M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$8.47M
Name Holding Trade Value Shares
Change 		Change in
Stake
SW
126
SMART Wealth
Nebraska
$360K +$345K +4,426 New
VCM
127
Virtue Capital Management
Tennessee
$354K +$340K +4,360 New
SWM
128
Silverlake Wealth Management
Vermont
$352K +$6.55K +84 +2%
Citigroup
129
Citigroup
New York
$349K +$335K +4,293 New
WIA
130
World Investment Advisors
California
$349K +$335K +4,291 New
LWL
131
Leo Wealth LLC
Texas
$324K -$64K -820 -17%
MWM
132
Meridian Wealth Management
Kentucky
$321K +$308K +3,952 New
SPC
133
Sigma Planning Corp
Michigan
$313K +$301K +3,856 New
CAM
134
Concorde Asset Management
Michigan
$309K +$297K +3,807 New
PCA
135
Pallas Capital Advisors
Massachusetts
$308K – – –
AQR Capital Management
136
AQR Capital Management
Connecticut
$306K – – –
YWM
137
Yoder Wealth Management
California
$304K – – –
MAV
138
Mason & Associates (Virginia)
Virginia
$298K – – –
ACM
139
Absolute Capital Management
Pennsylvania
$296K +$284K +3,640 New
BA
140
Ballast Advisors
Minnesota
$293K – – –
FA
141
FSA Advisors
Michigan
$292K +$37.7K +483 +14%
LSA
142
Lion Street Advisors
Texas
$290K +$278K +3,568 New
GRP
143
Global Retirement Partners
California
$282K +$271K +3,476 New
PFG
144
Pacific Financial Group
Washington
$277K -$23.9K -306 -8%
EH
145
Equitable Holdings
New York
$270K +$390 +5 +0.2%
William Blair & Company
146
William Blair & Company
Illinois
$269K – – –
Janney Montgomery Scott
147
Janney Montgomery Scott
Pennsylvania
$266K -$8.97K -115 -3%
ACA
148
Anchor Capital Advisors
Massachusetts
$262K -$39K -500 -13%
CA
149
Continuum Advisory
Idaho
$259K – – –
ACA
150
Affinity Capital Advisors
California
$254K -$14K -180 -5%
4 5
6
7 8

IWX Hedge Fund Activity: Q3 2024 in Review

195 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2024, worth a combined $3.57B — up 47% from $2.43B a quarter earlier.

Buyers outnumbered sellers: 50 funds opened new IWX positions and 10 closed out — a net gain of 40 holders — while 56 added to existing stakes and 43 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $468M. The largest seller was SVB Wealth, cutting an estimated $26.6M.

  • 195 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2024, up from 157 in Q2 2024.
  • Funds reported $3.57B of iShares Russell Top 200 Value ETF stock for Q3 2024, up 47% quarter-over-quarter.
  • 50 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2024 and 10 closed out, a net change of +40 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $468M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q3 2024 was SVB Wealth, an estimated $26.6M sold.

Based on aggregated 13F filings for Q3 2024.