IWX icon

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 %
ACA
176
Aptus Capital Advisors
Alabama
$7.35K 93 +93 New
BTI
177
Blue Trust Inc
Georgia
$7.19K 91 +5 +6%
Comerica Bank
178
Comerica Bank
Texas
$6.88K 87 – –
YP
179
YANKCOM Partnership
South Dakota
$6.24K 79 +79 New
AWM
180
Avior Wealth Management
Nebraska
$5.37K 68 +1 +1%
GRP
181
Global Retirement Partners
California
$3.79K 48 -3,428 -99%
WPA
182
West Paces Advisors
Georgia
$3.08K 39 +39 New
CCMG
183
Clark Capital Management Group
Pennsylvania
– – -2,150,162 Closed
OPS
184
Orion Portfolio Solutions
Nebraska
– – -785,458 Closed
BCI
185
Brinker Capital Investments
Pennsylvania
– – -785,458 Closed
SWM
186
SigFig Wealth Management
California
– – -90,236 Closed
Prudential Financial
187
Prudential Financial
New Jersey
– – -82,393 Closed
CWA
188
Centennial Wealth Advisory
Michigan
– – -80,757 Closed
AWS
189
Atria Wealth Solutions
New York
– – -78,347 Closed
BRWA
190
B. Riley Wealth Advisors
Florida
– – -68,762 Closed
BNP Paribas Financial Markets
191
BNP Paribas Financial Markets
France
– – -50,000 Closed
IAIM
192
International Assets Investment Management
Florida
– – -48,031 Closed
PAS
193
Park Avenue Securities
New York
– – -42,950 Closed
CAM
194
Cresset Asset Management
Illinois
– – -23,380 Closed
KFS
195
Kelly Financial Services
Massachusetts
– – -22,436 Closed
CRI
196
Colonial River Investments
Virginia
– – -20,199 Closed
AWM
197
Axxcess Wealth Management
California
– – -20,114 Closed
PAG
198
Private Advisor Group
New Jersey
– – -19,351 Closed
GWM
199
Geneos Wealth Management
Colorado
– – -15,691 Closed
MIS
200
Morningstar Investment Services
Illinois
– – -13,392 Closed
5 6 7
8
9