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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

59 hedge funds and large institutions have $588M invested in iShares Russell Top 200 Value ETF in 2020 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 27 increasing their positions, 11 reducing their positions, and 4 closing their positions.

Holders
59
Holders Change
–
Holders Change %
0%
% of All Funds
1.21%
Holding in Top 10
5
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+25%
% of All Funds
0.1%
New
4
Increased
27
Reduced
11
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$73.5M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$65.9M
3
TF
3
TIAA FSB
Florida
$93.4M
4
AWM
4
AE Wealth Management
Kansas
$91.8M
5
SS
5
Simplicity Solutions
Minnesota
$89.4M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$2.42M
2
UBS Group
2
UBS Group
Switzerland
$41.6M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$2M
4
Commonwealth Equity Services
4
Commonwealth Equity Services
Massachusetts
$6.9M
5
Truist Financial
5
Truist Financial
North Carolina
$13M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$93.4M 1,912,448 +619,794 +48%
AWM
2
AE Wealth Management
Kansas
$91.8M 1,879,362 +229,364 +14%
SS
3
Simplicity Solutions
Minnesota
$89.4M 1,831,021 +226,857 +14%
Envestnet Asset Management
4
Envestnet Asset Management
Illinois
$73.5M 1,504,948 +1,490,656 +10,430%
FCBT
5
First Citizens Bank & Trust
North Carolina
$65.9M 1,348,760 +1,348,760 New
UBS Group
6
UBS Group
Switzerland
$41.6M 851,425 -90,820 -10%
HGWM
7
Horst & Graben Wealth Management
Oregon
$38.7M 793,196 +10,308 +1%
Bank of America
8
Bank of America
North Carolina
$17M 348,433 +109,399 +46%
Truist Financial
9
Truist Financial
North Carolina
$13M 266,022 -7,313 -3%
WSFS
10
Wilmington Savings Fund Society
Delaware
$9.97M 204,161 +179,651 +733%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$6.9M 141,299 -16,866 -11%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$6.3M 128,993 +6,944 +6%
MML Investors Services
13
MML Investors Services
Massachusetts
$5.45M 111,697 +17,301 +18%
Ameriprise
14
Ameriprise
Minnesota
$4.71M 96,378 +3,506 +4%
Morgan Stanley
15
Morgan Stanley
New York
$3.01M 61,564 +1,171 +2%
HIA
16
Harbor Investment Advisory
Maryland
$2.92M 59,779 +3,588 +6%
Wells Fargo
17
Wells Fargo
California
$2.42M 49,636 -573,489 -92%
CAN
18
Cetera Advisor Networks
California
$2.04M 41,821 +9,060 +28%
Susquehanna International Group
19
Susquehanna International Group
Pennsylvania
$2M 41,037 -18,374 -31%
Citigroup
20
Citigroup
New York
$1.77M 36,284 +15,200 +72%
OC
21
Oppenheimer & Co
New York
$1.55M 31,657 +3,162 +11%
LPL Financial
22
LPL Financial
California
$1.31M 26,740 -2,692 -9%
HighTower Advisors
23
HighTower Advisors
Illinois
$1.22M 24,944 +2,053 +9%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$1.22M 24,974 +3,633 +17%
M&T Bank
25
M&T Bank
New York
$1.21M 24,706 -3,773 -13%
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