iShares Russell Top 200 Value ETF
146 hedge funds and large institutions have $2.41B invested in iShares Russell Top 200 Value ETF in 2024 Q1 according to their latest regulatory filings, with 15 funds opening new positions, 45 increasing their positions, 47 reducing their positions, and 11 closing their positions.
36% more first-time investments, than exits
New positions opened: 15 | Existing positions closed: 11
18% more capital invested
Capital invested by funds: $2.03B → $2.41B (+$372M)
0% more funds holding
Funds holding: 146 → 146 (0)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
0.14% less ownership
Funds ownership: 112.96% → 112.82% (-0.14%)
4% less repeat investments, than reductions
Existing positions increased: 45 | Existing positions reduced: 47
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
+$71M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$66.6M |
| 3 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$37.9M |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
+$22.2M |
| 5 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$17.1M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWM
AE Wealth Management
Topeka,
Kansas
|
-$69.1M |
| 2 |
BOSSRA
B.O.S.S. Retirement Advisors
Lehi,
Utah
|
-$4.49M |
| 3 |
NA
NewEdge Advisors
New Orleans,
Louisiana
|
-$3.52M |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$2.99M |
| 5 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$2.4M |
IWX Hedge Fund Activity: Q1 2024 in Review
146 of the 6,958 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2024, worth a combined $2.41B — up 18% from $2.03B a quarter earlier.
Buyers outnumbered sellers: 15 funds opened new IWX positions and 11 closed out — a net gain of 4 holders — while 45 added to existing stakes and 47 trimmed.
The largest buyer was Envestnet Portfolio Solutions, adding an estimated $71M. The largest seller was AE Wealth Management, cutting an estimated $69.1M.
- 146 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2024, unchanged from Q4 2023.
- Funds reported $2.41B of iShares Russell Top 200 Value ETF stock for Q1 2024, up 18% quarter-over-quarter.
- 15 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2024 and 11 closed out, a net change of +4 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2024 was Envestnet Portfolio Solutions, an estimated $71M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2024 was AE Wealth Management, an estimated $69.1M sold.
Based on aggregated 13F filings for Q1 2024.