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iShares Russell Top 200 Value ETF
31 hedge funds and large institutions have $119M invested in iShares Russell Top 200 Value ETF in 2016 Q1 according to their latest regulatory filings, with 4 funds opening new positions, 10 increasing their positions, 9 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
11% more repeat investments, than reductions
Existing positions increased: 10 | Existing positions reduced: 9
3% more funds holding
Funds holding: 30 → 31 (+1)
2% more capital invested
Capital invested by funds: $117M → $119M (+$1.89M)
4.52% less ownership
Funds ownership: 74.4% → 69.88% (-4.5%)
Holders
31
Holders Change
+1
Holders Change %
+3.33%
% of All Funds
0.83%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
10
Reduced
9
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
NPC
National Planning Corporation
El Segundo,
California
|
-$659K |
| 2 |
M&T Bank
Buffalo,
New York
|
-$561K |
| 3 |
Morgan Stanley
New York
|
-$468K |
| 4 |
WF
WealthTrust Fairport
Cleveland,
Ohio
|
-$368K |
| 5 |
WF
Welch & Forbes
Boston,
Massachusetts
|
-$278K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
FANJ
26
Financial Architects (New Jersey)
Marlton,
New Jersey
| $6K | +$6.04K | +152 | New |
|
27
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
28
PNC Financial Services Group
Pittsburgh,
Pennsylvania
| $4K | – | – | – |
|
29
BlackRock
New York
| $3K | – | – | – |
|
30
AssetMark Inc
Concord,
California
| $1K | -$24.2K | -608 | -96% |
|
|
WF
31
WealthTrust Fairport
Cleveland,
Ohio
| – | -$368K | -8,826 | Closed |
|
|
WF
32
Welch & Forbes
Boston,
Massachusetts
| – | -$278K | -6,661 | Closed |
|
|
AFP
33
Ausdal Financial Partners
Davenport,
Iowa
| – | -$23K | -550 | Closed |
|