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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

51 hedge funds and large institutions have $383M invested in iShares Russell Top 200 Value ETF in 2019 Q2 according to their latest regulatory filings, with 3 funds opening new positions, 14 increasing their positions, 16 reducing their positions, and 5 closing their positions.

Holders
51
Holders Change
-2
Holders Change %
-3.77%
% of All Funds
1.11%
Holding in Top 10
4
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
3
Increased
14
Reduced
16
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
AWM
1
AE Wealth Management
Kansas
$82.2M
2
SS
2
Simplicity Solutions
Minnesota
$80.3M
3
TF
3
TIAA FSB
Florida
$24.3M
4
Stifel Financial
4
Stifel Financial
Missouri
$1.34M
5
Jane Street
5
Jane Street
New York
$976K

Top Sellers

1
LPL Financial
1
LPL Financial
California
$6.85M
2
UBS Group
2
UBS Group
Switzerland
$59.4M
3
Ameriprise
3
Ameriprise
Minnesota
$5.03M
4
Truist Financial
4
Truist Financial
North Carolina
$14.1M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$150K
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$82.2M 1,521,985 +840,910 +123%
SS
2
Simplicity Solutions
Minnesota
$80.3M 1,486,157 +797,489 +116%
UBS Group
3
UBS Group
Switzerland
$59.4M 1,099,221 -30,165 -3%
Wells Fargo
4
Wells Fargo
California
$33.1M 612,738 +7,846 +1%
PFG
5
Pacific Financial Group
Washington
$26.2M 498,476 – –
TF
6
TIAA FSB
Florida
$24.3M 449,259 +75,091 +20%
Bank of America
7
Bank of America
North Carolina
$15.2M 281,768 -241 -0.1%
Truist Financial
8
Truist Financial
North Carolina
$14.1M 260,108 -6,668 -2%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.26M 152,923 +11,662 +8%
LPL Financial
10
LPL Financial
California
$6.85M 126,769 -143,660 -53%
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$6.6M 122,092 +4,681 +4%
Ameriprise
12
Ameriprise
Minnesota
$5.03M 93,123 -9,504 -9%
Morgan Stanley
13
Morgan Stanley
New York
$3.84M 71,048 -1,159 -2%
M&T Bank
14
M&T Bank
New York
$2.27M 42,052 – –
MML Investors Services
15
MML Investors Services
Massachusetts
$2M 37,069 +12,538 +51%
SCM
16
Sterling Capital Management
North Carolina
$1.71M 31,680 -1,280 -4%
Stifel Financial
17
Stifel Financial
Missouri
$1.34M 24,822 +24,822 New
HighTower Advisors
18
HighTower Advisors
Illinois
$1.16M 21,415 +1,161 +6%
WSFS
19
Wilmington Savings Fund Society
Delaware
$1.14M 21,059 +635 +3%
Jane Street
20
Jane Street
New York
$976K 18,059 +18,059 New
CAN
21
Cetera Advisor Networks
California
$846K 15,663 -597 -4%
Citigroup
22
Citigroup
New York
$832K 15,403 – –
JPMPWA
23
J.P. Morgan Private Wealth Advisors
California
$592K 10,951 -1,775 -14%
GG
24
GenWealth Group
New Jersey
$489K 8,939 – –
BWM
25
Baystate Wealth Management
Massachusetts
$406K 7,411 +48 +0.7%
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