IWX icon

iShares Russell Top 200 Value ETF

145 hedge funds and large institutions have $2.06B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 20 funds opening new positions, 42 increasing their positions, 46 reducing their positions, and 8 closing their positions.

Holders
145
Holders Change
+10
Holders Change %
+7.41%
% of All Funds
2.13%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
20
Increased
42
Reduced
46
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
$628M 8,949,139 -79,216 -0.9%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$429M 6,116,124 -617,855 -9%
FCBT
3
First Citizens Bank & Trust
North Carolina
$402M 5,733,895 -607,331 -10%
AWM
4
AE Wealth Management
Kansas
$133M 1,869,333 +150,269 +9%
FCAM
5
First Citizens Asset Management
North Carolina
$49.4M 693,005 +175,242 +34%
PP
6
Pegasus Partners
Wisconsin
$44.7M 637,052 +357,165 +128%
Truist Financial
7
Truist Financial
North Carolina
$30.9M 440,481 -77,650 -15%
UBS Group
8
UBS Group
Switzerland
$20.3M 289,456 +3,941 +1%
Morgan Stanley
9
Morgan Stanley
New York
$19.8M 282,026 +140,805 +100%
CWAG
10
Compton Wealth Advisory Group
Virginia
$17.5M 249,330 +25,118 +11%
SW
11
SVB Wealth
Massachusetts
$17.2M 245,534 +233,898 +2,010%
Commonwealth Equity Services
12
Commonwealth Equity Services
Massachusetts
$16M 228,520 -586 -0.3%
NA
13
NewEdge Advisors
Louisiana
$14.4M 204,292 -23,739 -10%
JPMorgan Chase & Co
14
JPMorgan Chase & Co
New York
$14.3M 203,705 +146,227 +254%
9WM
15
9258 Wealth Management
Ohio
$14.2M 202,641 +15,429 +8%
HGWM
16
Horst & Graben Wealth Management
Oregon
$14.1M 200,434 +15,225 +8%
Bank of America
17
Bank of America
North Carolina
$13.2M 187,864 +2,456 +1%
SW
18
Simplicity Wealth
New Jersey
$11.8M 167,629 -9,341 -5%
Wells Fargo
19
Wells Fargo
California
$11.7M 166,124 +6,893 +4%
KPWS
20
Kestra Private Wealth Services
Texas
$9.67M 137,848 +9,799 +8%
Ameriprise
21
Ameriprise
Minnesota
$9.48M 135,058 +5,496 +4%
Susquehanna International Group
22
Susquehanna International Group
Pennsylvania
$7.22M 102,901 +82,195 +397%
Royal Bank of Canada
23
Royal Bank of Canada
Ontario, Canada
$7.17M 102,149 -1,905 -2%
KFG
24
Kingdom Financial Group
Arizona
$6.9M 98,385 -3,662 -4%
BMCM
25
Bryn Mawr Capital Management
Pennsylvania
$6.18M 88,080 +34,148 +63%