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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

91 hedge funds and large institutions have $1.24B invested in iShares Russell Top 200 Value ETF in 2021 Q2 according to their latest regulatory filings, with 16 funds opening new positions, 30 increasing their positions, 26 reducing their positions, and 3 closing their positions.

Holders
91
Holders Change
+13
Holders Change %
+16.67%
% of All Funds
1.59%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
16
Increased
30
Reduced
26
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Truist Financial
1
Truist Financial
North Carolina
$36.6M
2
FTUS
2
Flow Traders U.S.
New York
$2.85M
3
T
3
TRUADVICE
Florida
$2.68M
4
Rockefeller Capital Management
4
Rockefeller Capital Management
New York
$1.27M
5
SIS
5
Sound Income Strategies
Florida
$827K

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$319M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$292M
3
HGWM
3
Horst & Graben Wealth Management
Oregon
$22.4M
4
TF
4
TIAA FSB
Florida
$236M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$0
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$319M 4,804,832 -667,874 -12%
FCBT
2
First Citizens Bank & Trust
North Carolina
$292M 4,394,042 -652,630 -13%
TF
3
TIAA FSB
Florida
$236M 3,548,396 -142,278 -4%
AWM
4
AE Wealth Management
Kansas
$174M 2,624,341 +12,208 +0.5%
Truist Financial
5
Truist Financial
North Carolina
$36.6M 551,105 +92,827 +20%
HGWM
6
Horst & Graben Wealth Management
Oregon
$22.4M 336,987 -147,659 -30%
WSFS
7
Wilmington Savings Fund Society
Delaware
$18.4M 276,813 +4,210 +2%
UBS Group
8
UBS Group
Switzerland
$18.1M 271,817 +7,853 +3%
MML Investors Services
9
MML Investors Services
Massachusetts
$11.3M 169,890 +7,651 +5%
Bank of America
10
Bank of America
North Carolina
$10.6M 159,494 +1,380 +0.9%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$10M 151,052 +374 +0.2%
CWAG
12
Compton Wealth Advisory Group
Virginia
$9.54M 143,541 +4,081 +3%
GWMIA
13
Global Wealth Management Investment Advisory
Florida
$9.25M 139,167 -3,993 -3%
Royal Bank of Canada
14
Royal Bank of Canada
Ontario, Canada
$7.77M 116,896 -1,763 -1%
Morgan Stanley
15
Morgan Stanley
New York
$7.49M 112,701 +11,964 +12%
Wells Fargo
16
Wells Fargo
California
$5.64M 84,880 +7,807 +10%
Ameriprise
17
Ameriprise
Minnesota
$4.55M 68,484 -71 -0.1%
HIA
18
Harbor Investment Advisory
Maryland
$4.42M 66,517 -121 -0.2%
FTUS
19
Flow Traders U.S.
New York
$2.85M 42,839 +37,533 +707%
T
20
TRUADVICE
Florida
$2.68M 40,048 +33,163 +482%
HighTower Advisors
21
HighTower Advisors
Illinois
$2.48M 37,345 +3,469 +10%
OC
22
Oppenheimer & Co
New York
$2.2M 33,159 -282 -0.8%
LPL Financial
23
LPL Financial
California
$2.02M 30,355 +6,243 +26%
Citigroup
24
Citigroup
New York
$2.01M 30,300 -8,065 -21%
RJA
25
Raymond James & Associates
Florida
$1.86M 28,056 +1,415 +5%
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