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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

130 hedge funds and large institutions have $2.04B invested in iShares Russell Top 200 Value ETF in 2023 Q2 according to their latest regulatory filings, with 17 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 10 closing their positions.

Holders
130
Holders Change
+6
Holders Change %
+4.84%
% of All Funds
2.05%
Holding in Top 10
8
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-11.11%
% of All Funds
0.13%
New
17
Increased
37
Reduced
41
Closed
10
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$495M
2
FCBT
2
First Citizens Bank & Trust
North Carolina
$463M
3
TF
3
TIAA FSB
Florida
$548M
4
VOYA Investment Management
4
VOYA Investment Management
Georgia
$15.7M
5
SS
5
Simplicity Solutions
Minnesota
$11.8M

Top Sellers

1
AWMNH
1
Arcadia Wealth Management (New Hampshire)
New Hampshire
$1.32M
2
AWM
2
AE Wealth Management
Kansas
$119M
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$7.09M
4
NA
4
NewEdge Advisors
Louisiana
$11.3M
5
HGWM
5
Horst & Graben Wealth Management
Oregon
$12.6M
Name Market Value Shares Shares
Change 		Shares
Change %
TF
1
TIAA FSB
Florida
$548M 8,120,765 +244,351 +3%
Envestnet Asset Management
2
Envestnet Asset Management
Illinois
$495M 7,341,876 +1,270,994 +21%
FCBT
3
First Citizens Bank & Trust
North Carolina
$463M 6,858,239 +1,172,468 +21%
AWM
4
AE Wealth Management
Kansas
$119M 1,758,376 -53,182 -3%
FCAM
5
First Citizens Asset Management
North Carolina
$38M 563,192 +101,495 +22%
Truist Financial
6
Truist Financial
North Carolina
$35.3M 523,358 -7 -0%
MAC
7
Mason & Associates (California)
California
$24.5M 362,974 -6,537 -2%
WSFS
8
Wilmington Savings Fund Society
Delaware
$23M 340,913 +14,902 +5%
UBS Group
9
UBS Group
Switzerland
$19.5M 288,884 -4,269 -1%
VOYA Investment Management
10
VOYA Investment Management
Georgia
$15.7M 232,525 +175,524 +308%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15.1M 223,609 -2,110 -0.9%
CWAG
12
Compton Wealth Advisory Group
Virginia
$13.5M 199,534 +1,588 +0.8%
HGWM
13
Horst & Graben Wealth Management
Oregon
$12.6M 187,332 -11,953 -6%
Bank of America
14
Bank of America
North Carolina
$12.1M 179,328 +2,636 +1%
SW
15
Simplicity Wealth
New Jersey
$11.8M 175,338 -4,305 -2%
SS
16
Simplicity Solutions
Minnesota
$11.8M 175,338 +175,338 New
9WM
17
9258 Wealth Management
Ohio
$11.5M 170,838 +78,487 +85%
NA
18
NewEdge Advisors
Louisiana
$11.3M 167,405 -22,557 -12%
Wells Fargo
19
Wells Fargo
California
$10.4M 154,150 +2,707 +2%
Morgan Stanley
20
Morgan Stanley
New York
$10.4M 153,934 -9,172 -6%
SEM
21
Strategic Equity Management
Arizona
$9.05M 134,223 +2,222 +2%
KPWS
22
Kestra Private Wealth Services
Texas
$8.35M 123,848 +10,914 +10%
Ameriprise
23
Ameriprise
Minnesota
$8.01M 118,720 +1,277 +1%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$7.09M 105,099 -26,187 -20%
KFG
25
Kingdom Financial Group
Arizona
$6.94M 102,860 +102,860 New
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