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iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

182 hedge funds and large institutions have $2.51B invested in iShares Russell Top 200 Value ETF in 2024 Q4 according to their latest regulatory filings, with 35 funds opening new positions, 52 increasing their positions, 58 reducing their positions, and 36 closing their positions.

Holders
182
Holders Change
-10
Holders Change %
-5.21%
% of All Funds
2.42%
Holding in Top 10
9
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-18.18%
% of All Funds
0.12%
New
35
Increased
52
Reduced
58
Closed
36
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Lido Advisors
1
Lido Advisors
California
$75.6M
2
SW
2
SVB Wealth
Massachusetts
$56.7M
3
WA
3
Waverly Advisors
Alabama
$15.9M
4
Raymond James Financial
4
Raymond James Financial
Florida
$8.07M
5
RPSA
5
Richard P. Slaughter Associates
Texas
$7.26M

Top Sellers

1
Envestnet Asset Management
1
Envestnet Asset Management
Illinois
$3.59M
2
CCMG
2
Clark Capital Management Group
Pennsylvania
$0
3
OPS
3
Orion Portfolio Solutions
Nebraska
$0
4
BCI
4
Brinker Capital Investments
Pennsylvania
$0
5
Envestnet Portfolio Solutions
5
Envestnet Portfolio Solutions
Illinois
$487M
Name Market Value Shares Shares
Change 		Shares
Change %
TIAA Trust, National Association
1
TIAA Trust, National Association
North Carolina
$816M 10,328,298 -274,238 -3%
Envestnet Portfolio Solutions
2
Envestnet Portfolio Solutions
Illinois
$487M 6,167,862 -687,053 -10%
FCBT
3
First Citizens Bank & Trust
North Carolina
$456M 5,770,716 -543,469 -9%
AWM
4
AE Wealth Management
Kansas
$84.5M 1,068,745 +28,132 +3%
Lido Advisors
5
Lido Advisors
California
$75.6M 956,054 +956,054 New
SW
6
SVB Wealth
Massachusetts
$56.7M 717,934 +480,181 +202%
FCAM
7
First Citizens Asset Management
North Carolina
$38.4M 485,314 -40,873 -8%
Ameriprise
8
Ameriprise
Minnesota
$31.4M 397,620 +18,260 +5%
WSFS
9
Wilmington Savings Fund Society
Delaware
$31M 392,187 +21,283 +6%
UBS Group
10
UBS Group
Switzerland
$24.4M 309,180 +8,262 +3%
CWAG
11
Compton Wealth Advisory Group
Virginia
$19.5M 247,238 +7,318 +3%
SCM
12
Sterling Capital Management
North Carolina
$19.5M 247,004 +4,478 +2%
Morgan Stanley
13
Morgan Stanley
New York
$19.1M 242,024 +67,137 +38%
Commonwealth Equity Services
14
Commonwealth Equity Services
Massachusetts
$18M 227,714 +6,469 +3%
JPMorgan Chase & Co
15
JPMorgan Chase & Co
New York
$17.8M 225,506 +32,924 +17%
Bank of America
16
Bank of America
North Carolina
$17.6M 222,441 +27,820 +14%
Truist Financial
17
Truist Financial
North Carolina
$17.2M 217,969 -2,747 -1%
WA
18
Waverly Advisors
Alabama
$15.9M 201,682 +201,682 New
NA
19
NewEdge Advisors
Louisiana
$14.1M 177,969 -2,623 -1%
BMCM
20
Bryn Mawr Capital Management
Pennsylvania
$13.3M 167,688 +15,382 +10%
KFG
21
Kingdom Financial Group
Arizona
$12.9M 162,891 -4,925 -3%
HBS
22
Howard Bailey Securities
Indiana
$12.6M 158,914 +7,262 +5%
KPWS
23
Kestra Private Wealth Services
Texas
$11.8M 148,992 +3,240 +2%
SA
24
Sanctuary Advisors
Indiana
$11M 130,841 +27,203 +26%
Wells Fargo
25
Wells Fargo
California
$10.6M 134,356 -36,429 -21%
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