IWX icon

iShares Russell Top 200 Value ETF

135 hedge funds and large institutions have $1.97B invested in iShares Russell Top 200 Value ETF in 2023 Q3 according to their latest regulatory filings, with 16 funds opening new positions, 37 increasing their positions, 38 reducing their positions, and 8 closing their positions.

Holders
135
Holders Change
+5
Holders Change %
+3.85%
% of All Funds
2.15%
Holding in Top 10
10
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+25%
% of All Funds
0.16%
New
16
Increased
37
Reduced
38
Closed
8
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$590M 9,028,355 +9,028,355 New
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$440M 6,733,979 +6,733,979 New
FCBT
3
First Citizens Bank & Trust
North Carolina
$415M 6,341,226 -517,013 -8%
AWM
4
AE Wealth Management
Kansas
$112M 1,719,064 -39,312 -2%
Truist Financial
5
Truist Financial
North Carolina
$33.9M 518,131 -5,227 -1%
FCAM
6
First Citizens Asset Management
North Carolina
$33.8M 517,763 -45,429 -8%
MAC
7
Mason & Associates (California)
California
$22.7M 347,373 -15,601 -4%
WSFS
8
Wilmington Savings Fund Society
Delaware
$22.1M 338,466 -2,447 -0.7%
UBS Group
9
UBS Group
Switzerland
$18.7M 285,515 -3,369 -1%
PP
10
Pegasus Partners
Wisconsin
$18.3M 279,887 +240,111 +604%
Commonwealth Equity Services
11
Commonwealth Equity Services
Massachusetts
$15M 229,106 +5,497 +2%
NA
12
NewEdge Advisors
Louisiana
$14.9M 228,031 +60,626 +36%
CWAG
13
Compton Wealth Advisory Group
Virginia
$14.7M 224,212 +24,678 +12%
9WM
14
9258 Wealth Management
Ohio
$12.2M 187,212 +16,374 +10%
Bank of America
15
Bank of America
North Carolina
$12.1M 185,408 +6,080 +3%
HGWM
16
Horst & Graben Wealth Management
Oregon
$12.1M 185,209 -2,123 -1%
SW
17
Simplicity Wealth
New Jersey
$11.6M 176,970 +1,632 +0.9%
HighTower Advisors
18
HighTower Advisors
Illinois
$10.8M 165,160 +112,907 +216%
Wells Fargo
19
Wells Fargo
California
$10.4M 159,231 +5,081 +3%
SEM
20
Strategic Equity Management
Arizona
$9.46M 144,691 +10,468 +8%
Morgan Stanley
21
Morgan Stanley
New York
$9.23M 141,221 -12,713 -8%
Ameriprise
22
Ameriprise
Minnesota
$8.46M 129,562 +10,842 +9%
KPWS
23
Kestra Private Wealth Services
Texas
$8.37M 128,049 +4,201 +3%
Royal Bank of Canada
24
Royal Bank of Canada
Ontario, Canada
$6.8M 104,054 -1,045 -1%
KFG
25
Kingdom Financial Group
Arizona
$6.67M 102,047 -813 -0.8%