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iShares Russell Top 200 Value ETF
IWX

30 hedge funds and large institutions have $117M invested in iShares Russell Top 200 Value ETF in 2015 Q4 according to their latest regulatory filings, with 6 funds opening new positions, 13 increasing their positions, 6 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed

117% more repeat investments, than reductions

Existing positions increased: 13 | Existing positions reduced: 6

50% more first-time investments, than exits

New positions opened: 6 | Existing positions closed: 4

8% more capital invested

Capital invested by funds: $108M → $117M (+$9.11M)

7% more funds holding

Funds holding: 28 → 30 (+2)

2.48% more ownership

Funds ownership: 71.92% → 74.4% (+2.5%)

100% less funds holding in top 10

Funds holding in top 10: 1 → 0 (-1)

Holders
30
Holders Change
+2
Holders Change %
+7.14%
% of All Funds
0.79%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
6
Increased
13
Reduced
6
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Bank of America
Bank of America
North Carolina
+$1.06M
2
NPC
National Planning Corporation
California
+$625K
3
LPL Financial
LPL Financial
California
+$625K
4
WF
WealthTrust Fairport
Ohio
+$371K
5
WA
WBH Advisory
Maryland
+$357K

Top Sellers

1
Citadel Advisors
Citadel Advisors
Florida
-$1.52M
2
VKH
Virtu KCG Holdings
New York
-$562K
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
-$434K
4
M&T Bank
M&T Bank
New York
-$314K
5
AssetMark Inc
AssetMark Inc
California
-$252K
Name Holding Trade Value Shares
Change 		Change in
Stake
Carson Wealth (CWM LLC)
26
Carson Wealth (CWM LLC)
Nebraska
$4K – – –
PNC Financial Services Group
27
PNC Financial Services Group
Pennsylvania
$4K – – –
BlackRock
28
BlackRock
New York
$3K +$3.4K +81 New
WA
29
WBH Advisory
Maryland
$353 +$357K +8,483 New
Citadel Advisors
30
Citadel Advisors
Florida
– -$1.52M -39,036 Closed
VKH
31
Virtu KCG Holdings
New York
– -$562K -14,393 Closed
Susquehanna International Group
32
Susquehanna International Group
Pennsylvania
– -$434K -11,114 Closed
Jane Street
33
Jane Street
New York
– -$224K -5,741 Closed
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