iShares Russell Top 200 Value ETF
195 hedge funds and large institutions have $3.57B invested in iShares Russell Top 200 Value ETF in 2024 Q3 according to their latest regulatory filings, with 50 funds opening new positions, 56 increasing their positions, 43 reducing their positions, and 10 closing their positions.
400% more first-time investments, than exits
New positions opened: 50 | Existing positions closed: 10
47% more capital invested
Capital invested by funds: $2.43B → $3.57B (+$1.14B)
30% more repeat investments, than reductions
Existing positions increased: 56 | Existing positions reduced: 43
24% more funds holding
Funds holding: 157 → 195 (+38)
10.43% more ownership
Funds ownership: 101.02% → 111.44% (+10%)
9% more funds holding in top 10
Funds holding in top 10: 11 → 12 (+1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$468M |
| 2 |
CCMG
Clark Capital Management Group
Philadelphia,
Pennsylvania
|
+$168M |
| 3 |
BCI
Brinker Capital Investments
Berwyn,
Pennsylvania
|
+$61.3M |
| 4 |
OPS
Orion Portfolio Solutions
Omaha,
Nebraska
|
+$61.3M |
| 5 |
LPL Financial
San Diego,
California
|
+$30.4M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SW
SVB Wealth
Boston,
Massachusetts
|
-$26.6M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
-$26.3M |
| 3 |
Envestnet Portfolio Solutions
Chicago,
Illinois
|
-$18.4M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
-$15.1M |
| 5 |
VOYA Investment Management
Atlanta,
Georgia
|
-$8.47M |
IWX Hedge Fund Activity: Q3 2024 in Review
195 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2024, worth a combined $3.57B — up 47% from $2.43B a quarter earlier.
Buyers outnumbered sellers: 50 funds opened new IWX positions and 10 closed out — a net gain of 40 holders — while 56 added to existing stakes and 43 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $468M. The largest seller was SVB Wealth, cutting an estimated $26.6M.
- 195 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2024, up from 157 in Q2 2024.
- Funds reported $3.57B of iShares Russell Top 200 Value ETF stock for Q3 2024, up 47% quarter-over-quarter.
- 50 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2024 and 10 closed out, a net change of +40 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2024 was Envestnet Asset Management, an estimated $468M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2024 was SVB Wealth, an estimated $26.6M sold.
Based on aggregated 13F filings for Q3 2024.