iShares Russell Top 200 Value ETF
24 hedge funds and large institutions have $102M invested in iShares Russell Top 200 Value ETF in 2014 Q3 according to their latest regulatory filings, with 3 funds opening new positions, 10 increasing their positions, 5 reducing their positions, and 2 closing their positions.
100% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 5
50% more first-time investments, than exits
New positions opened: 3 | Existing positions closed: 2
0% more funds holding
Funds holding: 24 → 24 (0)
2.38% less ownership
Funds ownership: 69.81% → 67.43% (-2.4%)
32% less capital invested
Capital invested by funds: $150M → $102M (-$47.3M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Truist Financial
Charlotte,
North Carolina
|
+$7.37M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$2.52M |
| 3 |
Envestnet Asset Management
Chicago,
Illinois
|
+$1.72M |
| 4 |
M&T Bank
Buffalo,
New York
|
+$911K |
| 5 |
Morgan Stanley
New York
|
+$372K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
-$58.7M |
| 2 |
Bank of America
Charlotte,
North Carolina
|
-$293K |
| 3 |
FNBOO
First National Bank of Omaha
Omaha,
Nebraska
|
-$271K |
| 4 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$265K |
| 5 |
Wells Fargo
San Francisco,
California
|
-$41.3K |
IWX Hedge Fund Activity: Q3 2014 in Review
24 of the 3,446 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2014, worth a combined $102M — down 32% from $150M a quarter earlier.
Buyers outnumbered sellers: 3 funds opened new IWX positions and 2 closed out — a net gain of 1 holder — while 10 added to existing stakes and 5 trimmed.
The largest buyer was Truist Financial, adding an estimated $7.37M. The largest seller was Raytheon Master Pension Trust, exiting entirely with an estimated $58.7M sold.
- 24 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2014, unchanged from Q2 2014.
- Funds reported $102M of iShares Russell Top 200 Value ETF stock for Q3 2014, down 32% quarter-over-quarter.
- 3 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2014 and 2 closed out, a net change of +1 holder.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2014 was Truist Financial, an estimated $7.37M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2014 was Raytheon Master Pension Trust, an estimated $58.7M sold.
Based on aggregated 13F filings for Q3 2014.