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iShares Russell Top 200 Value ETF
35 hedge funds and large institutions have $108M invested in iShares Russell Top 200 Value ETF in 2016 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 12 increasing their positions, 9 reducing their positions, and 1 closing their positions.
New
Increased
Maintained
Reduced
Closed
300% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 1
33% more repeat investments, than reductions
Existing positions increased: 12 | Existing positions reduced: 9
9% more funds holding
Funds holding: 32 → 35 (+3)
2% more capital invested
Capital invested by funds: $106M → $108M (+$1.98M)
0.02% more ownership
Funds ownership: 64.99% → 65.01% (+0.02%)
Holders
35
Holders Change
+3
Holders Change %
+9.38%
% of All Funds
0.93%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
12
Reduced
9
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$760K |
| 2 |
Citadel Advisors
Miami,
Florida
|
+$576K |
| 3 |
Commonwealth Equity Services
Waltham,
Massachusetts
|
+$220K |
| 4 |
VKH
Virtu KCG Holdings
New York
|
+$207K |
| 5 |
Morgan Stanley
New York
|
+$164K |
Top Sellers
| 1 |
UBS Group
Zurich,
Switzerland
|
-$1.01M |
| 2 |
M&T Bank
Buffalo,
New York
|
-$575K |
| 3 |
DK
Darrell & King
Charlottesville,
Virginia
|
-$447K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$395K |
| 5 |
Bank of America
Charlotte,
North Carolina
|
-$144K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
26
Manulife (Manufacturers Life Insurance)
Canada,
Ontario, Canada
| $16K | +$16.2K | +366 | New |
|
|
AG
27
Advisor Group
Phoenix,
Arizona
| $10K | -$663 | -15 | -6% |
|
|
WA
28
WFG Advisors
Dallas,
Texas
| $9K | -$3.23K | -73 | -26% |
|
29
Royal Bank of Canada
Toronto,
Ontario, Canada
| $9K | – | – | – |
|
|
FANJ
30
Financial Architects (New Jersey)
Marlton,
New Jersey
| $7K | – | – | – |
|
|
MRCM
31
M&R Capital Management
Summit,
New Jersey
| $5K | – | – | – |
|
32
BlackRock
New York
| $4K | – | – | – |
|
33
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $4K | – | – | – |
|
|
IA
34
IFP Advisors
Tampa,
Florida
| $4K | – | – | – |
|
35
Envestnet Asset Management
Chicago,
Illinois
| – | -$120K | -2,771 | Closed |
|