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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

78 hedge funds and large institutions have $1.28B invested in iShares Russell Top 200 Value ETF in 2021 Q1 according to their latest regulatory filings, with 8 funds opening new positions, 25 increasing their positions, 25 reducing their positions, and 6 closing their positions.

Holders
78
Holders Change
+1
Holders Change %
+1.3%
% of All Funds
1.37%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.09%
New
8
Increased
25
Reduced
25
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$235M
2
AWM
2
AE Wealth Management
Kansas
$166M
3
Envestnet Asset Management
3
Envestnet Asset Management
Illinois
$349M
4
FCBT
4
First Citizens Bank & Trust
North Carolina
$321M
5
Royal Bank of Canada
5
Royal Bank of Canada
Ontario, Canada
$7.56M

Top Sellers

1
SS
1
Simplicity Solutions
Minnesota
$277K
2
Bank of America
2
Bank of America
North Carolina
$10.1M
3
HGWM
3
Horst & Graben Wealth Management
Oregon
$30.9M
4
UBS Group
4
UBS Group
Switzerland
$16.8M
5
Truist Financial
5
Truist Financial
North Carolina
$29.2M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$349M 5,472,706 +122,627 +2%
FCBT
2
First Citizens Bank & Trust
North Carolina
$321M 5,046,672 +115,167 +2%
TF
3
TIAA FSB
Florida
$235M 3,690,674 +1,693,353 +85%
AWM
4
AE Wealth Management
Kansas
$166M 2,612,133 +399,316 +18%
HGWM
5
Horst & Graben Wealth Management
Oregon
$30.9M 484,646 -97,072 -17%
Truist Financial
6
Truist Financial
North Carolina
$29.2M 458,278 -46,993 -9%
WSFS
7
Wilmington Savings Fund Society
Delaware
$17.4M 272,603 +17,908 +7%
UBS Group
8
UBS Group
Switzerland
$16.8M 263,964 -57,787 -18%
MML Investors Services
9
MML Investors Services
Massachusetts
$10.3M 162,239 +29,519 +22%
Bank of America
10
Bank of America
North Carolina
$10.1M 158,114 -201,983 -56%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$9.6M 150,678 -1,078 -0.7%
GWMIA
12
Global Wealth Management Investment Advisory
Florida
$9.12M 143,160 -1,309 -0.9%
CWAG
13
Compton Wealth Advisory Group
Virginia
$8.88M 139,460 -1,062 -0.8%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.56M 118,659 +109,362 +1,176%
Morgan Stanley
15
Morgan Stanley
New York
$6.42M 100,737 +22,875 +29%
VOYA Investment Management
16
VOYA Investment Management
Georgia
$5.77M 90,578 +86,389 +2,062%
Wells Fargo
17
Wells Fargo
California
$4.91M 77,073 +20,066 +35%
Ameriprise
18
Ameriprise
Minnesota
$4.37M 68,555 -7,562 -10%
HIA
19
Harbor Investment Advisory
Maryland
$4.24M 66,638 +86 +0.1%
CAN
20
Cetera Advisor Networks
California
$3.27M 51,266 -3,624 -7%
Citigroup
21
Citigroup
New York
$2.44M 38,365 +8,000 +26%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.15M 33,876 +3,933 +13%
OC
23
Oppenheimer & Co
New York
$2.13M 33,441 +1,140 +4%
Citadel Advisors
24
Citadel Advisors
Florida
$1.76M 27,641 +22,280 +416%
RJA
25
Raymond James & Associates
Florida
$1.7M 26,641 +2,481 +10%
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