iShares Russell Top 200 Value ETF
146 hedge funds and large institutions have $2.03B invested in iShares Russell Top 200 Value ETF in 2023 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 40 increasing their positions, 48 reducing their positions, and 8 closing their positions.
163% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 8
10% more funds holding in top 10
Funds holding in top 10: 10 → 11 (+1)
8% more funds holding
Funds holding: 135 → 146 (+11)
3% more capital invested
Capital invested by funds: $1.97B → $2.03B (+$68.8M)
2.05% less ownership
Funds ownership: 115.01% → 112.96% (-2%)
17% less repeat investments, than reductions
Existing positions increased: 40 | Existing positions reduced: 48
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$23.7M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$15.5M |
| 3 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$9.97M |
| 4 |
JP Morgan Chase
New York
|
+$9.7M |
| 5 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
+$5.45M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$41M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$40.3M |
| 3 |
MAC
Mason & Associates (California)
Los Angeles,
California
|
-$22M |
| 4 |
SEM
Strategic Equity Management
Tucson,
Arizona
|
-$8.58M |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
-$7.96M |
IWX Hedge Fund Activity: Q4 2023 in Review
146 of the 6,869 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2023, worth a combined $2.03B — up 3.5% from $1.97B a quarter earlier.
Buyers outnumbered sellers: 21 funds opened new IWX positions and 8 closed out — a net gain of 13 holders — while 40 added to existing stakes and 48 trimmed.
The largest buyer was Pegasus Partners, adding an estimated $23.7M. The largest seller was Envestnet Portfolio Solutions, cutting an estimated $41M.
- 146 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2023, up from 135 in Q3 2023.
- Funds reported $2.03B of iShares Russell Top 200 Value ETF stock for Q4 2023, up 3.5% quarter-over-quarter.
- 21 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2023 and 8 closed out, a net change of +13 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2023 was Pegasus Partners, an estimated $23.7M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2023 was Envestnet Portfolio Solutions, an estimated $41M sold.
Based on aggregated 13F filings for Q4 2023.