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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

114 hedge funds and large institutions have $1.58B invested in iShares Russell Top 200 Value ETF in 2022 Q2 according to their latest regulatory filings, with 18 funds opening new positions, 41 increasing their positions, 28 reducing their positions, and 8 closing their positions.

Holders
114
Holders Change
+8
Holders Change %
+7.55%
% of All Funds
1.93%
Holding in Top 10
6
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+20%
% of All Funds
0.1%
New
18
Increased
41
Reduced
28
Closed
8
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
TF
1
TIAA FSB
Florida
$448M
2
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$368M
3
FCBT
3
First Citizens Bank & Trust
North Carolina
$346M
4
PCP
4
Proficio Capital Partners
Massachusetts
$16M
5
MAC
5
Mason & Associates (California)
California
$23.6M

Top Sellers

1
AWM
1
AE Wealth Management
Kansas
$122M
2
GWMIA
2
Global Wealth Management Investment Advisory
Florida
$3.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$1.38M
4
Truist Financial
4
Truist Financial
North Carolina
$33.1M
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$4.5M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$448M 7,246,403 +2,643,412 +57%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$368M 5,961,828 +1,488,096 +33%
FCBT
3
First Citizens Bank & Trust
North Carolina
$346M 5,604,627 +1,435,834 +34%
AWM
4
AE Wealth Management
Kansas
$122M 1,975,850 -319,484 -14%
Truist Financial
5
Truist Financial
North Carolina
$33.1M 536,048 -19,190 -3%
MAC
6
Mason & Associates (California)
California
$23.6M 382,076 +153,601 +67%
WSFS
7
Wilmington Savings Fund Society
Delaware
$20.1M 325,079 +16,251 +5%
UBS Group
8
UBS Group
Switzerland
$18.7M 302,566 +31,653 +12%
PCP
9
Proficio Capital Partners
Massachusetts
$16M 3,334,578 +3,069,470 +1,158%
HGWM
10
Horst & Graben Wealth Management
Oregon
$15.9M 256,782 -5,782 -2%
MML Investors Services
11
MML Investors Services
Massachusetts
$14.3M 231,204 +20,505 +10%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$13.3M 215,091 +2,996 +1%
Bank of America
13
Bank of America
North Carolina
$12.3M 199,823 +11,081 +6%
CWAG
14
Compton Wealth Advisory Group
Virginia
$11.4M 184,611 -3,876 -2%
SEM
15
Strategic Equity Management
Arizona
$7.98M 129,079 +129,079 New
Morgan Stanley
16
Morgan Stanley
New York
$7.63M 123,529 +3,451 +3%
Wells Fargo
17
Wells Fargo
California
$6.29M 101,848 +7,121 +8%
HH
18
Hilltop Holdings
Texas
$6.19M 100,213 +8,392 +9%
Royal Bank of Canada
19
Royal Bank of Canada
Ontario, Canada
$5.84M 94,520 +1,087 +1%
VOYA Investment Management
20
VOYA Investment Management
Georgia
$4.5M 72,883 -11,432 -14%
Ameriprise
21
Ameriprise
Minnesota
$4.38M 70,816 +299 +0.4%
IWC
22
Integrated Wealth Concepts
Massachusetts
$4.03M 65,304 +65,304 New
GWMIA
23
Global Wealth Management Investment Advisory
Florida
$3.52M 56,999 -33,780 -37%
HIA
24
Harbor Investment Advisory
Maryland
$3.24M 52,489 – –
SS
25
Simplicity Solutions
Minnesota
$2.96M 47,857 +47,857 New
1
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