iShares Russell Top 200 Value ETF
25 hedge funds and large institutions have $142M invested in iShares Russell Top 200 Value ETF in 2014 Q4 according to their latest regulatory filings, with 5 funds opening new positions, 11 increasing their positions, 5 reducing their positions, and 2 closing their positions.
150% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 2
120% more repeat investments, than reductions
Existing positions increased: 11 | Existing positions reduced: 5
39% more capital invested
Capital invested by funds: $102M → $142M (+$39.4M)
7.51% more ownership
Funds ownership: 67.43% → 74.94% (+7.5%)
4% more funds holding
Funds holding: 24 → 25 (+1)
Top Buyers
| 1 |
M&T Bank
Buffalo,
New York
|
+$24.6M |
| 2 |
Morgan Stanley
New York
|
+$1.5M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$1.22M |
| 4 |
Truist Financial
Charlotte,
North Carolina
|
+$524K |
| 5 |
VKH
Virtu KCG Holdings
New York
|
+$217K |
Top Sellers
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
NFG
26
Next Financial Group
Houston,
Texas
| – | -$12K | -270 | Closed |
|
27
Parallax Volatility Advisers
San Francisco,
California
| – | +$43 | +1 | New |
|
IWX Hedge Fund Activity: Q4 2014 in Review
25 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2014, worth a combined $142M — up 39% from $102M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new IWX positions and 2 closed out — a net gain of 3 holders — while 11 added to existing stakes and 5 trimmed.
The largest buyer was M&T Bank, adding an estimated $24.6M. The largest seller was Bank of America, cutting an estimated $1.04M.
- 25 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2014, up from 24 in Q3 2014.
- Funds reported $142M of iShares Russell Top 200 Value ETF stock for Q4 2014, up 39% quarter-over-quarter.
- 5 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2014 and 2 closed out, a net change of +3 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2014 was M&T Bank, an estimated $24.6M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2014 was Bank of America, an estimated $1.04M sold.
Based on aggregated 13F filings for Q4 2014.