iShares Russell Top 200 Value ETF
157 hedge funds and large institutions have $2.43B invested in iShares Russell Top 200 Value ETF in 2024 Q2 according to their latest regulatory filings, with 29 funds opening new positions, 37 increasing their positions, 51 reducing their positions, and 17 closing their positions.
71% more first-time investments, than exits
New positions opened: 29 | Existing positions closed: 17
8% more funds holding
Funds holding: 146 → 157 (+11)
1% more capital invested
Capital invested by funds: $2.41B → $2.43B (+$24M)
0% more funds holding in top 10
Funds holding in top 10: 11 → 11 (0)
11.8% less ownership
Funds ownership: 112.82% → 101.02% (-12%)
27% less repeat investments, than reductions
Existing positions increased: 37 | Existing positions reduced: 51
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
TIAA Trust, National Association
Charlotte,
North Carolina
|
+$64.4M |
| 2 |
SW
SVB Wealth
Boston,
Massachusetts
|
+$7.29M |
| 3 |
PP
Pegasus Partners
Mequon,
Wisconsin
|
+$6.55M |
| 4 |
GI
GLOBALT Investments
Atlanta,
Georgia
|
+$5.37M |
| 5 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$2.9M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SPW
Surience Private Wealth
Yakima,
Washington
|
-$8.01M |
| 2 |
SW
Simplicity Wealth
Summit,
New Jersey
|
-$6.07M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$5.8M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$2.11M |
| 5 |
SAW
Signal Advisors Wealth
Detroit,
Michigan
|
-$1.9M |
IWX Hedge Fund Activity: Q2 2024 in Review
157 of the 6,935 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2024, worth a combined $2.43B — up 1% from $2.41B a quarter earlier.
Buyers outnumbered sellers: 29 funds opened new IWX positions and 17 closed out — a net gain of 12 holders — while 37 added to existing stakes and 51 trimmed.
The largest buyer was TIAA Trust, National Association, adding an estimated $64.4M. The largest seller was Surience Private Wealth, exiting entirely with an estimated $8.01M sold.
- 157 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2024, up from 146 in Q1 2024.
- Funds reported $2.43B of iShares Russell Top 200 Value ETF stock for Q2 2024, up 1% quarter-over-quarter.
- 29 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2024 and 17 closed out, a net change of +12 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q2 2024 was TIAA Trust, National Association, an estimated $64.4M added.
- The largest iShares Russell Top 200 Value ETF seller in Q2 2024 was Surience Private Wealth, an estimated $8.01M sold.
Based on aggregated 13F filings for Q2 2024.