iShares Russell Top 200 Value ETF
106 hedge funds and large institutions have $1.39B 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.
157% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 7
17% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 29
8% more funds holding
Funds holding: 98 → 106 (+8)
3% more capital invested
Capital invested by funds: $1.35B → $1.39B (+$37.4M)
0.41% more ownership
Funds ownership: 107.57% → 107.98% (+0.41%)
17% less funds holding in top 10
Funds holding in top 10: 6 → 5 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$31.4M |
| 2 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
+$18.3M |
| 3 |
WC
Wexford Capital
West Palm Beach,
Florida
|
+$8.94M |
| 4 |
HH
Hilltop Holdings
Dallas,
Texas
|
+$6.35M |
| 5 |
Citadel Advisors
Miami,
Florida
|
+$1.27M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$7.9M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
-$4.75M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$3.8M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
-$3.67M |
| 5 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$2.56M |
IWX Hedge Fund Activity: Q1 2022 in Review
106 of the 6,360 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2022, worth a combined $1.39B — up 2.8% from $1.35B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IWX positions and 7 closed out — a net gain of 11 holders — while 34 added to existing stakes and 29 trimmed.
The largest buyer was TIAA FSB, adding an estimated $31.4M. The largest seller was AE Wealth Management, cutting an estimated $7.9M.
- 106 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2022, up from 98 in Q4 2021.
- Funds reported $1.39B of iShares Russell Top 200 Value ETF stock for Q1 2022, up 2.8% quarter-over-quarter.
- 18 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2022 and 7 closed out, a net change of +11 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2022 was TIAA FSB, an estimated $31.4M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2022 was AE Wealth Management, an estimated $7.9M sold.
Based on aggregated 13F filings for Q1 2022.