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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

106 hedge funds and large institutions have $1.38B invested in iShares Russell Top 200 Value ETF in 2022 Q1 according to their latest regulatory filings, with 18 funds opening new positions, 34 increasing their positions, 29 reducing their positions, and 7 closing their positions.

Holders
106
Holders Change
+8
Holders Change %
+8.16%
% of All Funds
1.68%
Holding in Top 10
5
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-16.67%
% of All Funds
0.08%
New
18
Increased
34
Reduced
29
Closed
7
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$320M
2
PCP
2
Proficio Capital Partners
Massachusetts
$18.3M
3
HH
3
Hilltop Holdings
Texas
$6.4M
4
Citadel Advisors
4
Citadel Advisors
Florida
$2.55M
5
CCB
5
Country Club Bank
Missouri
$1.1M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$160M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$312M
3
Truist Financial
3
Truist Financial
North Carolina
$38.7M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$5.87M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$18.3M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$320M 4,602,991 +454,275 +11%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$312M 4,473,732 -68,651 -2%
FCBT
3
First Citizens Bank & Trust
North Carolina
$290M 4,168,793 -19,135 -0.5%
AWM
4
AE Wealth Management
Kansas
$160M 2,295,334 -114,256 -5%
Truist Financial
5
Truist Financial
North Carolina
$38.7M 555,238 -54,994 -9%
WSFS
6
Wilmington Savings Fund Society
Delaware
$21.5M 308,828 +2,123 +0.7%
UBS Group
7
UBS Group
Switzerland
$18.9M 270,913 +3,707 +1%
PCP
8
Proficio Capital Partners
Massachusetts
$18.3M 265,108 +265,108 New
HGWM
9
Horst & Graben Wealth Management
Oregon
$18.3M 262,564 -36,966 -12%
MAC
10
Mason & Associates (California)
California
$15.9M 228,475 +1,520 +0.7%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$14.8M 212,095 +4,554 +2%
MML Investors Services
12
MML Investors Services
Massachusetts
$14.7M 210,699 +949 +0.5%
Bank of America
13
Bank of America
North Carolina
$13.1M 188,742 +14,630 +8%
CWAG
14
Compton Wealth Advisory Group
Virginia
$13.1M 188,487 +8,947 +5%
Morgan Stanley
15
Morgan Stanley
New York
$8.36M 120,078 -9,019 -7%
Wells Fargo
16
Wells Fargo
California
$6.6M 94,727 +4,116 +5%
Royal Bank of Canada
17
Royal Bank of Canada
Ontario, Canada
$6.51M 93,433 +1,833 +2%
HH
18
Hilltop Holdings
Texas
$6.4M 91,821 +91,821 New
GWMIA
19
Global Wealth Management Investment Advisory
Florida
$6.32M 90,779 -15,588 -15%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$5.87M 84,315 -53,093 -39%
Ameriprise
21
Ameriprise
Minnesota
$4.91M 70,517 +912 +1%
Osaic Holdings
22
Osaic Holdings
Arizona
$4.66M 21,423 -1,710 -7%
HIA
23
Harbor Investment Advisory
Maryland
$3.66M 52,489 -7,923 -13%
Susquehanna International Group
24
Susquehanna International Group
Pennsylvania
$3.21M 46,152 -2,851 -6%
HighTower Advisors
25
HighTower Advisors
Illinois
$2.86M 41,033 +1,903 +5%
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