iShares Russell Top 200 Value ETF
124 hedge funds and large institutions have $1.76B invested in iShares Russell Top 200 Value ETF in 2023 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 42 increasing their positions, 40 reducing their positions, and 18 closing their positions.
29% more funds holding in top 10
Funds holding in top 10: 7 → 9 (+2)
15% more capital invested
Capital invested by funds: $1.53B → $1.76B (+$234M)
4.67% more ownership
Funds ownership: 108.02% → 112.68% (+4.7%)
5% more repeat investments, than reductions
Existing positions increased: 42 | Existing positions reduced: 40
7% less funds holding
Funds holding: 133 → 124 (-9)
44% less first-time investments, than exits
New positions opened: 10 | Existing positions closed: 18
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$108M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$104M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$33.6M |
| 4 |
FCAM
First Citizens Asset Management
Raleigh,
North Carolina
|
+$9.54M |
| 5 |
KPWS
Kestra Private Wealth Services
Austin,
Texas
|
+$3.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Morgan Stanley
New York
|
-$8.89M |
| 2 |
MML Investors Services
Springfield,
Massachusetts
|
-$7.12M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$6.67M |
| 4 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$4.07M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$3.18M |
IWX Hedge Fund Activity: Q1 2023 in Review
124 of the 6,283 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2023, worth a combined $1.76B — up 15% from $1.53B a quarter earlier.
Sellers outnumbered buyers: 18 funds closed out of IWX and 10 opened new positions — a net loss of 8 holders — while 40 trimmed existing stakes and 42 added.
The largest buyer was Envestnet Asset Management, adding an estimated $108M. The largest seller was Morgan Stanley, cutting an estimated $8.89M.
- 124 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2023, down from 133 in Q4 2022.
- Funds reported $1.76B of iShares Russell Top 200 Value ETF stock for Q1 2023, up 15% quarter-over-quarter.
- 10 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2023 and 18 closed out, a net change of -8 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2023 was Envestnet Asset Management, an estimated $108M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2023 was Morgan Stanley, an estimated $8.89M sold.
Based on aggregated 13F filings for Q1 2023.