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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

58 hedge funds and large institutions have $394M invested in iShares Russell Top 200 Value ETF in 2019 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 22 increasing their positions, 11 reducing their positions, and 3 closing their positions.

Holders
58
Holders Change
+7
Holders Change %
+13.73%
% of All Funds
1.27%
Holding in Top 10
3
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-25%
% of All Funds
0.07%
New
10
Increased
22
Reduced
11
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$64M
2
TF
2
TIAA FSB
Florida
$27.2M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.11M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.24M
5
TRCT
5
Tower Research Capital (TRC)
New York
$705K

Top Sellers

1
Truist Financial
1
Truist Financial
North Carolina
$11.4M
2
Bank of America
2
Bank of America
North Carolina
$13.9M
3
Stifel Financial
3
Stifel Financial
Missouri
$0
4
Wells Fargo
4
Wells Fargo
California
$32.4M
5
AWM
5
AE Wealth Management
Kansas
$82.7M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$82.7M 1,509,676 -12,309 -0.8%
SS
2
Simplicity Solutions
Minnesota
$81.3M 1,484,203 -1,954 -0.1%
UBS Group
3
UBS Group
Switzerland
$64M 1,168,822 +69,601 +6%
Wells Fargo
4
Wells Fargo
California
$32.4M 591,521 -21,217 -3%
PFG
5
Pacific Financial Group
Washington
$27.4M 507,230 +8,754 +2%
TF
6
TIAA FSB
Florida
$27.2M 496,281 +47,022 +10%
Bank of America
7
Bank of America
North Carolina
$13.9M 253,484 -28,284 -10%
Truist Financial
8
Truist Financial
North Carolina
$11.4M 208,609 -51,499 -20%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$8.26M 150,829 -2,094 -1%
LPL Financial
10
LPL Financial
California
$7.14M 130,354 +3,585 +3%
GWMIA
11
Global Wealth Management Investment Advisory
Florida
$6.76M 123,488 +1,396 +1%
Ameriprise
12
Ameriprise
Minnesota
$5.76M 105,234 +12,111 +13%
Morgan Stanley
13
Morgan Stanley
New York
$3.96M 72,238 +1,190 +2%
MML Investors Services
14
MML Investors Services
Massachusetts
$2.26M 41,233 +4,164 +11%
M&T Bank
15
M&T Bank
New York
$2.24M 40,907 -1,145 -3%
SCM
16
Sterling Capital Management
North Carolina
$2.11M 38,590 +6,910 +22%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$1.24M 22,642 +19,866 +716%
WSFS
18
Wilmington Savings Fund Society
Delaware
$1.18M 21,471 +412 +2%
HighTower Advisors
19
HighTower Advisors
Illinois
$1.17M 21,290 -125 -0.6%
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
$1.11M 20,314 +20,314 New
CAN
21
Cetera Advisor Networks
California
$933K 16,972 +1,309 +8%
Citigroup
22
Citigroup
New York
$844K 15,403 – –
Jane Street
23
Jane Street
New York
$741K 13,535 -4,524 -25%
TRCT
24
Tower Research Capital (TRC)
New York
$705K 12,877 +12,877 New
OC
25
Oppenheimer & Co
New York
$610K 11,141 +11,141 New
1
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