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 9 closing their positions.
78% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 9
25% more funds holding in top 10
Funds holding in top 10: 8 → 10 (+2)
3% more funds holding
Funds holding: 131 → 135 (+4)
3% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 38
4% less capital invested
Capital invested by funds: $2.04B → $1.97B (-$77.2M)
2.88% less ownership
Funds ownership: 117.88% → 115.01% (-2.9%)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$16.3M |
| 2 |
HighTower Advisors
Chicago,
Illinois
|
+$7.66M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
+$4.11M |
| 4 |
CWAG
Compton Wealth Advisory Group
Virginia Beach,
Virginia
|
+$1.67M |
| 5 |
SWA
SOA Wealth Advisors
New York
|
+$1.35M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
-$497M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$35.1M |
| 3 |
VOYA Investment Management
Atlanta,
Georgia
|
-$13.5M |
| 4 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
-$11.8M |
| 5 |
FCAM
First Citizens Asset Management
Raleigh,
North Carolina
|
-$3.08M |
IWX Hedge Fund Activity: Q3 2023 in Review
135 of the 6,310 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2023, worth a combined $1.97B — down 3.8% from $2.04B a quarter earlier.
Buyers outnumbered sellers: 16 funds opened new IWX positions and 9 closed out — a net gain of 7 holders — while 37 added to existing stakes and 38 trimmed.
The largest buyer was Pegasus Partners, adding an estimated $16.3M. The largest seller was Envestnet Asset Management, cutting an estimated $497M.
- 135 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2023, up from 131 in Q2 2023.
- Funds reported $1.97B of iShares Russell Top 200 Value ETF stock for Q3 2023, down 3.8% quarter-over-quarter.
- 16 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2023 and 9 closed out, a net change of +7 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2023 was Pegasus Partners, an estimated $16.3M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2023 was Envestnet Asset Management, an estimated $497M sold.
Based on aggregated 13F filings for Q3 2023.