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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

89 hedge funds and large institutions have $1.28B invested in iShares Russell Top 200 Value ETF in 2021 Q3 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 10 closing their positions.

Holders
89
Holders Change
-2
Holders Change %
-2.2%
% of All Funds
1.56%
Holding in Top 10
5
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.09%
New
10
Increased
32
Reduced
17
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$267M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$326M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$299M
4
Goldman Sachs
4
Goldman Sachs
New York
$7.02M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$4.23M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$158M
2
FTUS
2
Flow Traders U.S.
New York
$0
3
T
3
TRUADVICE
Florida
$0
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$6M
5
GWMIA
5
Global Wealth Management Investment Advisory
Florida
$7.71M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$326M 4,973,266 +168,434 +4%
FCBT
2
First Citizens Bank & Trust
North Carolina
$299M 4,550,170 +156,128 +4%
TF
3
TIAA FSB
Florida
$267M 4,060,015 +511,619 +14%
AWM
4
AE Wealth Management
Kansas
$158M 2,414,221 -210,120 -8%
Truist Financial
5
Truist Financial
North Carolina
$35.7M 543,464 -7,641 -1%
HGWM
6
Horst & Graben Wealth Management
Oregon
$21.4M 325,742 -11,245 -3%
WSFS
7
Wilmington Savings Fund Society
Delaware
$19.4M 294,985 +18,172 +7%
UBS Group
8
UBS Group
Switzerland
$17.9M 272,701 +884 +0.3%
MML Investors Services
9
MML Investors Services
Massachusetts
$12.9M 196,851 +26,961 +16%
Bank of America
10
Bank of America
North Carolina
$11.6M 176,916 +17,422 +11%
CWAG
11
Compton Wealth Advisory Group
Virginia
$11M 166,980 +23,439 +16%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$10.3M 157,281 +6,229 +4%
Morgan Stanley
13
Morgan Stanley
New York
$7.9M 120,383 +7,682 +7%
GWMIA
14
Global Wealth Management Investment Advisory
Florida
$7.71M 117,380 -21,787 -16%
Goldman Sachs
15
Goldman Sachs
New York
$7.02M 106,925 +81,597 +322%
Royal Bank of Canada
16
Royal Bank of Canada
Ontario, Canada
$6M 91,311 -25,585 -22%
Wells Fargo
17
Wells Fargo
California
$5.78M 87,967 +3,087 +4%
Ameriprise
18
Ameriprise
Minnesota
$4.58M 69,689 +1,205 +2%
VOYA Investment Management
19
VOYA Investment Management
Georgia
$4.23M 64,406 +64,406 New
HIA
20
Harbor Investment Advisory
Maryland
$3.9M 59,377 -7,140 -11%
Citadel Advisors
21
Citadel Advisors
Florida
$2.7M 41,114 +13,322 +48%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.51M 38,364 +1,019 +3%
LPL Financial
23
LPL Financial
California
$2.34M 35,684 +5,329 +18%
OC
24
Oppenheimer & Co
New York
$2.19M 33,344 +185 +0.6%
Citigroup
25
Citigroup
New York
$1.99M 30,300 – –
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