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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

59 hedge funds and large institutions have $372M invested in iShares Russell Top 200 Value ETF in 2020 Q1 according to their latest regulatory filings, with 9 funds opening new positions, 25 increasing their positions, 12 reducing their positions, and 9 closing their positions.

Holders
59
Holders Change
-2
Holders Change %
-3.28%
% of All Funds
1.3%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
9
Increased
25
Reduced
12
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
HGWM
1
Horst & Graben Wealth Management
Oregon
$34.5M
2
TF
2
TIAA FSB
Florida
$57M
3
AWM
3
AE Wealth Management
Kansas
$72.8M
4
SS
4
Simplicity Solutions
Minnesota
$70.8M
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.62M

Top Sellers

1
PFG
1
Pacific Financial Group
Washington
$0
2
Morgan Stanley
2
Morgan Stanley
New York
$2.66M
3
UBS Group
3
UBS Group
Switzerland
$41.6M
4
LPL Financial
4
LPL Financial
California
$1.3M
5
Bank of America
5
Bank of America
North Carolina
$10.5M
Name Market Value Shares Shares
Change 		Shares
Change %
AWM
1
AE Wealth Management
Kansas
$72.8M 1,649,998 +66,904 +4%
SS
2
Simplicity Solutions
Minnesota
$70.8M 1,604,164 +62,788 +4%
TF
3
TIAA FSB
Florida
$57M 1,292,654 +773,039 +149%
UBS Group
4
UBS Group
Switzerland
$41.6M 942,245 -126,651 -12%
HGWM
5
Horst & Graben Wealth Management
Oregon
$34.5M 782,888 +782,888 New
Wells Fargo
6
Wells Fargo
California
$27.5M 623,125 +53,354 +9%
Truist Financial
7
Truist Financial
North Carolina
$12.1M 273,335 +21,901 +9%
Bank of America
8
Bank of America
North Carolina
$10.5M 239,034 -83,692 -26%
Commonwealth Equity Services
9
Commonwealth Equity Services
Massachusetts
$6.98M 158,165 +8,174 +5%
GWMIA
10
Global Wealth Management Investment Advisory
Florida
$5.38M 122,049 +4,654 +4%
MML Investors Services
11
MML Investors Services
Massachusetts
$4.16M 94,396 +40,698 +76%
Ameriprise
12
Ameriprise
Minnesota
$4.1M 92,872 +645 +0.7%
Morgan Stanley
13
Morgan Stanley
New York
$2.66M 60,393 -430,177 -88%
Susquehanna International Group
14
Susquehanna International Group
Pennsylvania
$2.62M 59,411 +59,411 New
HIA
15
Harbor Investment Advisory
Maryland
$2.48M 56,191 +14,344 +34%
CAN
16
Cetera Advisor Networks
California
$1.45M 32,761 +13,938 +74%
LPL Financial
17
LPL Financial
California
$1.3M 29,432 -104,146 -78%
OC
18
Oppenheimer & Co
New York
$1.26M 28,495 +12,514 +78%
M&T Bank
19
M&T Bank
New York
$1.26M 28,479 +28,479 New
WSFS
20
Wilmington Savings Fund Society
Delaware
$1.08M 24,510 +355 +1%
HighTower Advisors
21
HighTower Advisors
Illinois
$1.01M 22,891 +1,253 +6%
BWM
22
Baystate Wealth Management
Massachusetts
$946K 21,450 +12,082 +129%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$941K 21,341 +68 +0.3%
Citigroup
24
Citigroup
New York
$930K 21,084 +681 +3%
Northwestern Mutual Wealth Management
25
Northwestern Mutual Wealth Management
Wisconsin
$869K 19,712 +19,171 +3,544%
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