iShares Russell Top 200 Value ETF
131 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 18 funds opening new positions, 37 increasing their positions, 41 reducing their positions, and 10 closing their positions.
80% more first-time investments, than exits
New positions opened: 18 | Existing positions closed: 10
16% more capital invested
Capital invested by funds: $1.76B → $2.04B (+$283M)
6% more funds holding
Funds holding: 124 → 131 (+7)
5.2% more ownership
Funds ownership: 112.68% → 117.88% (+5.2%)
10% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 41
11% less funds holding in top 10
Funds holding in top 10: 9 → 8 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$83.6M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$77.1M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$16.1M |
| 4 |
VOYA Investment Management
Atlanta,
Georgia
|
+$11.5M |
| 5 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$11.5M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWMNH
Arcadia Wealth Management (New Hampshire)
Manchester,
New Hampshire
|
-$8.6M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$3.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.72M |
| 4 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$1.48M |
| 5 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$786K |
IWX Hedge Fund Activity: Q2 2023 in Review
131 of the 6,383 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2023, worth a combined $2.04B — up 16% from $1.76B a quarter earlier.
Buyers outnumbered sellers: 18 funds opened new IWX positions and 10 closed out — a net gain of 8 holders — while 37 added to existing stakes and 41 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $83.6M. The largest seller was Arcadia Wealth Management (New Hampshire), cutting an estimated $8.6M.
- 131 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2023, up from 124 in Q1 2023.
- Funds reported $2.04B of iShares Russell Top 200 Value ETF stock for Q2 2023, up 16% quarter-over-quarter.
- 18 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2023 and 10 closed out, a net change of +8 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2023 was Envestnet Asset Management, an estimated $83.6M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2023 was Arcadia Wealth Management (New Hampshire), an estimated $8.6M sold.
Based on aggregated 13F filings for Q2 2023.