iShares Russell Top 200 Value ETF
133 hedge funds and large institutions have $1.53B invested in iShares Russell Top 200 Value ETF in 2022 Q4 according to their latest regulatory filings, with 28 funds opening new positions, 34 increasing their positions, 35 reducing their positions, and 10 closing their positions.
180% more first-time investments, than exits
New positions opened: 28 | Existing positions closed: 10
40% more funds holding in top 10
Funds holding in top 10: 5 → 7 (+2)
13% more funds holding
Funds holding: 118 → 133 (+15)
12% more capital invested
Capital invested by funds: $1.36B → $1.53B (+$162M)
0.12% more ownership
Funds ownership: 107.9% → 108.02% (+0.12%)
3% less repeat investments, than reductions
Existing positions increased: 34 | Existing positions reduced: 35
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
+$11.3M |
| 2 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$10.2M |
| 3 |
SW
Simplicity Wealth
Summit,
New Jersey
|
+$8.55M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$5.96M |
| 5 |
Truist Financial
Charlotte,
North Carolina
|
+$4.46M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$20.8M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$18.6M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
-$12.8M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$5.14M |
| 5 |
MML Investors Services
Springfield,
Massachusetts
|
-$2.7M |
IWX Hedge Fund Activity: Q4 2022 in Review
133 of the 6,237 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2022, worth a combined $1.53B — up 12% from $1.36B a quarter earlier.
Buyers outnumbered sellers: 28 funds opened new IWX positions and 10 closed out — a net gain of 18 holders — while 34 added to existing stakes and 35 trimmed.
The largest buyer was Morgan Stanley, adding an estimated $11.3M. The largest seller was Envestnet Asset Management, cutting an estimated $20.8M.
- 133 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2022, up from 118 in Q3 2022.
- Funds reported $1.53B of iShares Russell Top 200 Value ETF stock for Q4 2022, up 12% quarter-over-quarter.
- 28 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2022 and 10 closed out, a net change of +18 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2022 was Morgan Stanley, an estimated $11.3M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2022 was Envestnet Asset Management, an estimated $20.8M sold.
Based on aggregated 13F filings for Q4 2022.