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iShares Russell Top 200 Value ETF
IWX

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.

New
Increased
Maintained
Reduced
Closed

400% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 2

88% more repeat investments, than reductions

Existing positions increased: 32 | Existing positions reduced: 17

46% more capital invested

Capital invested by funds: $800M → $1.17B (+$367M)

10% more funds holding

Funds holding: 70 → 77 (+7)

8.5% more ownership

Funds ownership: 118.66% → 127.16% (+8.5%)

0% more funds holding in top 10

Funds holding in top 10: 6 → 6 (0)

Holders
77
Holders Change
+7
Holders Change %
+10%
% of All Funds
1.36%
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
Envestnet Asset Management
Illinois
+$128M
2
FCBT
First Citizens Bank & Trust
North Carolina
+$121M
3
Truist Financial
Truist Financial
North Carolina
+$10.4M
4
AWM
AE Wealth Management
Kansas
+$4.11M
5
Osaic Holdings
Osaic Holdings
Arizona
+$2.88M

Top Sellers

1
UBS Group
UBS Group
Switzerland
-$28.7M
2
HGWM
Horst & Graben Wealth Management
Oregon
-$3.95M
3
Ameriprise
Ameriprise
Minnesota
-$1.41M
4
Citadel Advisors
Citadel Advisors
Florida
-$1.28M
5
Goldman Sachs
Goldman Sachs
New York
-$711K
Name Holding Trade Value Shares
Change 		Change in
Stake
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$310M +$128M +2,340,546 +78%
FCBT
2
First Citizens Bank & Trust
North Carolina
$286M +$121M +2,211,713 +81%
AWM
3
AE Wealth Management
Kansas
$128M +$4.11M +75,226 +4%
SS
4
Simplicity Solutions
Minnesota
$125M +$2.08M +38,003 +2%
TF
5
TIAA FSB
Florida
$116M +$2.04M +37,391 +2%
HGWM
6
Horst & Graben Wealth Management
Oregon
$33.7M -$3.95M -72,333 -11%
Truist Financial
7
Truist Financial
North Carolina
$29.3M +$10.4M +190,004 +60%
Bank of America
8
Bank of America
North Carolina
$20.9M +$121K +2,205 +0.6%
UBS Group
9
UBS Group
Switzerland
$18.6M -$28.7M -524,409 -62%
WSFS
10
Wilmington Savings Fund Society
Delaware
$14.7M +$1.59M +29,101 +13%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$8.79M +$519K +9,495 +7%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$8.37M -$269K -4,920 -3%
CWAG
13
Compton Wealth Advisory Group
Virginia
$8.14M +$680K +12,445 +10%
MML Investors Services
14
MML Investors Services
Massachusetts
$7.68M +$958K +17,529 +15%
Morgan Stanley
15
Morgan Stanley
New York
$4.51M +$892K +16,325 +27%
Ameriprise
16
Ameriprise
Minnesota
$4.41M -$1.41M -25,866 -25%
Osaic Holdings
17
Osaic Holdings
Arizona
$3.96M +$2.88M +52,609 +333%
HIA
18
Harbor Investment Advisory
Maryland
$3.85M +$22.3K +408 +0.6%
Wells Fargo
19
Wells Fargo
California
$3.3M +$326K +5,960 +12%
CAN
20
Cetera Advisor Networks
California
$3.18M +$435K +7,962 +17%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$1.98M +$904K +16,532 +94%
OC
22
Oppenheimer & Co
New York
$1.87M +$24.9K +456 +1%
Citigroup
23
Citigroup
New York
$1.76M -$378K -6,919 -19%
HighTower Advisors
24
HighTower Advisors
Illinois
$1.75M +$96.7K +1,769 +6%
ATPW
25
Ashton Thomas Private Wealth
Arizona
$1.53M +$1.45M +26,510 New
1
2 3 4

IWX Hedge Fund Activity: Q4 2020 in Review

77 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2020, worth a combined $1.17B — up 46% from $800M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new IWX positions and 2 closed out — a net gain of 8 holders — while 32 added to existing stakes and 17 trimmed.

The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was UBS Group, cutting an estimated $28.7M.

  • 77 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2020, up from 70 in Q3 2020.
  • Funds reported $1.17B of iShares Russell Top 200 Value ETF stock for Q4 2020, up 46% quarter-over-quarter.
  • 10 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2020 and 2 closed out, a net change of +8 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $128M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q4 2020 was UBS Group, an estimated $28.7M sold.

Based on aggregated 13F filings for Q4 2020.