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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

98 hedge funds and large institutions have $1.35B invested in iShares Russell Top 200 Value ETF in 2021 Q4 according to their latest regulatory filings, with 17 funds opening new positions, 29 increasing their positions, 27 reducing their positions, and 8 closing their positions.

Holders
98
Holders Change
+9
Holders Change %
+10.11%
% of All Funds
1.51%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.09%
New
17
Increased
29
Reduced
27
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
MAC
1
Mason & Associates (California)
California
$15.9M
2
TF
2
TIAA FSB
Florida
$290M
3
VOYA Investment Management
3
VOYA Investment Management
Georgia
$9.63M
4
Truist Financial
4
Truist Financial
North Carolina
$42.8M
5
Commonwealth Equity Services
5
Commonwealth Equity Services
Massachusetts
$14.5M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$318M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$293M
3
Goldman Sachs
3
Goldman Sachs
New York
$1.86M
4
HGWM
4
Horst & Graben Wealth Management
Oregon
$21M
5
Citadel Advisors
5
Citadel Advisors
Florida
$1.27M
Name Market Value Shares Shares
Change 		Shares
Change %
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$318M 4,542,383 -430,883 -9%
FCBT
2
First Citizens Bank & Trust
North Carolina
$293M 4,187,928 -362,242 -8%
TF
3
TIAA FSB
Florida
$290M 4,148,716 +88,701 +2%
AWM
4
AE Wealth Management
Kansas
$169M 2,409,590 -4,631 -0.2%
Truist Financial
5
Truist Financial
North Carolina
$42.8M 610,232 +66,768 +12%
WSFS
6
Wilmington Savings Fund Society
Delaware
$21.5M 306,705 +11,720 +4%
HGWM
7
Horst & Graben Wealth Management
Oregon
$21M 299,530 -26,212 -8%
UBS Group
8
UBS Group
Switzerland
$18.7M 267,206 -5,495 -2%
MAC
9
Mason & Associates (California)
California
$15.9M 226,955 +226,955 New
MML Investors Services
10
MML Investors Services
Massachusetts
$14.7M 209,750 +12,899 +7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.5M 207,541 +50,260 +32%
CWAG
12
Compton Wealth Advisory Group
Virginia
$12.6M 179,540 +12,560 +8%
Bank of America
13
Bank of America
North Carolina
$12.2M 174,112 -2,804 -2%
VOYA Investment Management
14
VOYA Investment Management
Georgia
$9.63M 137,408 +73,002 +113%
Morgan Stanley
15
Morgan Stanley
New York
$9.05M 129,097 +8,714 +7%
GWMIA
16
Global Wealth Management Investment Advisory
Florida
$7.45M 106,367 -11,013 -9%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.42M 91,600 +289 +0.3%
Wells Fargo
18
Wells Fargo
California
$6.35M 90,611 +2,644 +3%
Ameriprise
19
Ameriprise
Minnesota
$4.88M 69,605 -84 -0.1%
HIA
20
Harbor Investment Advisory
Maryland
$4.23M 60,412 +1,035 +2%
Susquehanna International Group
21
Susquehanna International Group
Pennsylvania
$3.43M 49,003 +45,454 +1,281%
HighTower Advisors
22
HighTower Advisors
Illinois
$2.75M 39,130 +766 +2%
LPL Financial
23
LPL Financial
California
$2.48M 35,416 -268 -0.8%
RJFSA
24
Raymond James Financial Services Advisors
Florida
$2.33M 33,295 +6,647 +25%
OC
25
Oppenheimer & Co
New York
$2.33M 33,283 -61 -0.2%
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