IWX icon

iShares Russell Top 200 Value ETF

154 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 27 funds opening new positions, 37 increasing their positions, 50 reducing their positions, and 17 closing their positions.

Holders
154
Holders Change
+9
Holders Change %
+6.21%
% of All Funds
2.24%
Holding in Top 10
10
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
0.15%
New
27
Increased
37
Reduced
50
Closed
17
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
$773M 10,333,642 +860,698 +9%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$531M 7,090,687 -7,778 -0.1%
FCBT
3
First Citizens Bank & Trust
North Carolina
$498M 6,651,811 -3,052 -0%
AWM
4
AE Wealth Management
Kansas
$71.3M 952,600 +38,814 +4%
PP
5
Pegasus Partners
Wisconsin
$57.7M 771,512 +87,535 +13%
SW
6
SVB Wealth
Massachusetts
$43.3M 579,194 +97,403 +20%
FCAM
7
First Citizens Asset Management
North Carolina
$40.4M 539,886 -174,955 -24%
Truist Financial
8
Truist Financial
North Carolina
$31M 414,252 -22,596 -5%
WSFS
9
Wilmington Savings Fund Society
Delaware
$27.8M 370,938 -4,721 -1%
Ameriprise
10
Ameriprise
Minnesota
$27.3M 364,348 -77,598 -18%
UBS Group
11
UBS Group
Switzerland
$21.4M 286,544 -10,565 -4%
CWAG
12
Compton Wealth Advisory Group
Virginia
$18.9M 252,047 +891 +0.4%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$16.6M 222,284 +3,737 +2%
9WM
14
9258 Wealth Management
Ohio
$14.6M 194,937 -12,925 -6%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$13.2M 176,694 -21,189 -11%
Wells Fargo
16
Wells Fargo
California
$13M 174,335 +1,039 +0.6%
KFG
17
Kingdom Financial Group
Arizona
$12.6M 168,688 +15,304 +10%
Bank of America
18
Bank of America
North Carolina
$12.1M 161,603 +6,358 +4%
NA
19
NewEdge Advisors
Louisiana
$12M 160,634 +5,054 +3%
HGWM
20
Horst & Graben Wealth Management
Oregon
$11.7M 156,008 -11,241 -7%
Morgan Stanley
21
Morgan Stanley
New York
$10.9M 145,197 -143 -0.1%
KPWS
22
Kestra Private Wealth Services
Texas
$10.5M 139,769 +344 +0.2%
BMCM
23
Bryn Mawr Capital Management
Pennsylvania
$10.4M 138,582 +14,703 +12%
VOYA Investment Management
24
VOYA Investment Management
Georgia
$10.1M 134,726 +35,655 +36%
SA
25
Sanctuary Advisors
Indiana
$8.11M 109,396 +109,396 New