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iShares Russell Top 200 Value ETF
28 hedge funds and large institutions have $108M invested in iShares Russell Top 200 Value ETF in 2015 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 7 increasing their positions, 14 reducing their positions, and 3 closing their positions.
New
Increased
Maintained
Reduced
Closed
33% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 3
4% more funds holding
Funds holding: 27 → 28 (+1)
0% more funds holding in top 10
Funds holding in top 10: 1 → 1 (0)
2.31% less ownership
Funds ownership: 74.23% → 71.92% (-2.3%)
16% less capital invested
Capital invested by funds: $130M → $108M (-$21.3M)
50% less repeat investments, than reductions
Existing positions increased: 7 | Existing positions reduced: 14
Holders
28
Holders Change
+1
Holders Change %
+3.7%
% of All Funds
0.78%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.03%
New
4
Increased
7
Reduced
14
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
Citadel Advisors
Miami,
Florida
|
+$1.63M |
| 2 |
VKH
Virtu KCG Holdings
New York
|
+$602K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$461K |
| 4 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$229K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
+$197K |
Top Sellers
| 1 |
AssetMark Inc
Concord,
California
|
-$4.67M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$2.61M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$2.19M |
| 4 |
Envestnet Asset Management
Chicago,
Illinois
|
-$1.14M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$306K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $3K | +$3.55K | +85 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $3K | +$3.6K | +86 | New |
|
|
BRWM
28
B. Riley Wealth Management
Memphis,
Tennessee
| – | -$63K | -1,450 | Closed |
|
29
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$5K | -109 | Closed |
|
|
AWM
30
AllSquare Wealth Management
Albany,
New York
| – | -$2K | -37 | Closed |
|