IWX icon

iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

77 hedge funds and large institutions have $1.17B invested in iShares Russell Top 200 Value ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 2 closing their positions.

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.37%
Holding in Top 10
6
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.11%
New
10
Increased
32
Reduced
17
Closed
2
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$310M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$286M
3
Truist Financial
3
Truist Financial
North Carolina
$29.3M
4
AWM
4
AE Wealth Management
Kansas
$128M
5
Osaic Holdings
5
Osaic Holdings
Arizona
$3.96M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$18.6M
2
HGWM
2
Horst & Graben Wealth Management
Oregon
$33.7M
3
Ameriprise
3
Ameriprise
Minnesota
$4.41M
4
Citadel Advisors
4
Citadel Advisors
Florida
$310K
5
Goldman Sachs
5
Goldman Sachs
New York
$1.47M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$310M 5,350,079 +2,340,546 +78%
FCBT
2
First Citizens Bank & Trust
North Carolina
$286M 4,931,505 +2,211,713 +81%
AWM
3
AE Wealth Management
Kansas
$128M 2,212,817 +75,226 +4%
SS
4
Simplicity Solutions
Minnesota
$125M 2,166,390 +38,003 +2%
TF
5
TIAA FSB
Florida
$116M 1,997,321 +37,391 +2%
HGWM
6
Horst & Graben Wealth Management
Oregon
$33.7M 581,718 -72,333 -11%
Truist Financial
7
Truist Financial
North Carolina
$29.3M 505,271 +190,004 +60%
Bank of America
8
Bank of America
North Carolina
$20.9M 360,097 +2,205 +0.6%
UBS Group
9
UBS Group
Switzerland
$18.6M 321,751 -524,409 -62%
WSFS
10
Wilmington Savings Fund Society
Delaware
$14.7M 254,695 +29,101 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.79M 151,756 +9,495 +7%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$8.37M 144,469 -4,920 -3%
CWAG
13
Compton Wealth Advisory Group
Virginia
$8.14M 140,522 +12,445 +10%
MML Investors Services
14
MML Investors Services
Massachusetts
$7.68M 132,720 +17,529 +15%
Morgan Stanley
15
Morgan Stanley
New York
$4.51M 77,862 +16,325 +27%
Ameriprise
16
Ameriprise
Minnesota
$4.41M 76,117 -25,866 -25%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.96M 68,413 +52,609 +333%
HIA
18
Harbor Investment Advisory
Maryland
$3.85M 66,552 +408 +0.6%
Wells Fargo
19
Wells Fargo
California
$3.3M 57,007 +5,960 +12%
CAN
20
Cetera Advisor Networks
California
$3.18M 54,890 +7,962 +17%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.98M 34,141 +16,532 +94%
OC
22
Oppenheimer & Co
New York
$1.87M 32,301 +456 +1%
Citigroup
23
Citigroup
New York
$1.76M 30,365 -6,919 -19%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.75M 29,943 +1,769 +6%
ATPW
25
Ashton Thomas Private Wealth
Arizona
$1.53M 26,510 +26,510 New
1
2 3 4