iShares Russell Top 200 Value ETF
118 hedge funds and large institutions have $1.36B invested in iShares Russell Top 200 Value ETF in 2022 Q3 according to their latest regulatory filings, with 21 funds opening new positions, 34 increasing their positions, 26 reducing their positions, and 17 closing their positions.
31% more repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 26
24% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 17
4% more funds holding
Funds holding: 114 → 118 (+4)
4.25% less ownership
Funds ownership: 112.14% → 107.9% (-4.2%)
14% less capital invested
Capital invested by funds: $1.58B → $1.36B (-$219M)
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
|
+$20.2M |
| 2 |
5L
55I LLC
Boston,
Massachusetts
|
+$14.6M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
+$5.8M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$2.29M |
| 5 |
9WM
9258 Wealth Management
Blue Ash,
Ohio
|
+$2.23M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$77.1M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$77M |
| 3 |
PCP
Proficio Capital Partners
Newton,
Massachusetts
|
-$16M |
| 4 |
WC
Wexford Capital
West Palm Beach,
Florida
|
-$7.99M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$6.38M |
IWX Hedge Fund Activity: Q3 2022 in Review
118 of the 5,828 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2022, worth a combined $1.36B — down 14% from $1.58B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IWX positions and 17 closed out — a net gain of 4 holders — while 34 added to existing stakes and 26 trimmed.
The largest buyer was TIAA FSB, adding an estimated $20.2M. The largest seller was Envestnet Asset Management, cutting an estimated $77.1M.
- 118 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2022, up from 114 in Q2 2022.
- Funds reported $1.36B of iShares Russell Top 200 Value ETF stock for Q3 2022, down 14% quarter-over-quarter.
- 21 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2022 and 17 closed out, a net change of +4 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2022 was TIAA FSB, an estimated $20.2M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2022 was Envestnet Asset Management, an estimated $77.1M sold.
Based on aggregated 13F filings for Q3 2022.