iShares Russell Top 200 Value ETF
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, 40 increasing their positions, 29 reducing their positions, and 8 closing their positions.
125% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 8
38% more repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 29
20% more funds holding in top 10
Funds holding in top 10: 5 → 6 (+1)
14% more capital invested
Capital invested by funds: $1.39B → $1.58B (+$197M)
8% more funds holding
Funds holding: 106 → 114 (+8)
4.17% more ownership
Funds ownership: 107.98% → 112.14% (+4.2%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$174M |
| 2 |
Envestnet Asset Management
Chicago,
Illinois
|
+$98.1M |
| 3 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$94.7M |
| 4 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
+$10.1M |
| 5 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
+$8.51M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$21.1M |
| 2 |
GWMIA
Global Wealth Management Investment Advisory
Fort Lauderdale,
Florida
|
-$2.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.57M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$1.27M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$754K |
IWX Hedge Fund Activity: Q2 2022 in Review
114 of the 5,959 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2022, worth a combined $1.58B — up 14% from $1.39B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IWX positions and 8 closed out — a net gain of 10 holders — while 40 added to existing stakes and 29 trimmed.
The largest buyer was TIAA FSB, adding an estimated $174M. The largest seller was AE Wealth Management, cutting an estimated $21.1M.
- 114 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2022, up from 106 in Q1 2022.
- Funds reported $1.58B of iShares Russell Top 200 Value ETF stock for Q2 2022, up 14% quarter-over-quarter.
- 18 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2022 and 8 closed out, a net change of +10 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2022 was TIAA FSB, an estimated $174M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2022 was AE Wealth Management, an estimated $21.1M sold.
Based on aggregated 13F filings for Q2 2022.