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iShares Russell Top 200 Value ETF
IWX

53 hedge funds and large institutions have $290M invested in iShares Russell Top 200 Value ETF in 2019 Q1 according to their latest regulatory filings, with 11 funds opening new positions, 17 increasing their positions, 10 reducing their positions, and 6 closing their positions.

New
Increased
Maintained
Reduced
Closed

83% more first-time investments, than exits

New positions opened: 11 | Existing positions closed: 6

70% more repeat investments, than reductions

Existing positions increased: 17 | Existing positions reduced: 10

60% more capital invested

Capital invested by funds: $181M → $290M (+$109M)

33% more funds holding in top 10

Funds holding in top 10: 3 → 4 (+1)

16.83% more ownership

Funds ownership: 51.26% → 68.09% (+17%)

10% more funds holding

Funds holding: 48 → 53 (+5)

Holders
53
Holders Change
+5
Holders Change %
+10.42%
% of All Funds
1.15%
Holding in Top 10
4
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+33.33%
% of All Funds
0.09%
New
11
Increased
17
Reduced
10
Closed
6
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
SS
Simplicity Solutions
Minnesota
+$34.5M
2
AWM
AE Wealth Management
Kansas
+$34.1M
3
TF
TIAA FSB
Florida
+$19.2M
4
LPL Financial
LPL Financial
California
+$7.42M
5
PFG
Pacific Financial Group
Washington
+$2.24M

Top Sellers

Rank Fund Capital Flow
1
UBS Group
UBS Group
Switzerland
-$4.77M
2
Morgan Stanley
Morgan Stanley
New York
-$3.2M
3
Truist Financial
Truist Financial
North Carolina
-$2.96M
4
Wells Fargo
Wells Fargo
California
-$1.72M
5
Citadel Advisors
Citadel Advisors
Florida
-$955K
Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
26
Brookstone Capital Management
Illinois
$322K +$314K +6,121 New
LNWWM
27
Laird Norton Wetherby Wealth Management
California
$309K – – –
MI
28
Moneywise Inc
Virginia
$288K -$256 -5 -0.1%
Fidelity Investments
29
Fidelity Investments
Massachusetts
$263K +$60.9K +1,190 +31%
WA
30
WBH Advisory
Maryland
$260K – – –
RJA
31
Raymond James & Associates
Florida
$252K +$246K +4,799 New
AG
32
Advisor Group
Arizona
$224K -$59.2K -1,156 -21%
MFW
33
Mosaic Family Wealth
Missouri
$203K – – –
LTFS
34
Ladenburg Thalmann Financial Services
Florida
$201K +$67K +1,309 +52%
William Blair & Company
35
William Blair & Company
Illinois
$174K +$169K +3,305 New
PNC Financial Services Group
36
PNC Financial Services Group
Pennsylvania
$153K – – –
UBS AM
37
UBS AM
Illinois
$145K -$6.81K -133 -5%
Carson Wealth (CWM LLC)
38
Carson Wealth (CWM LLC)
Nebraska
$119K +$87.2K +1,703 +1,980%
CAPTRUST Financial Advisors
39
CAPTRUST Financial Advisors
North Carolina
$99K +$512 +10 +0.5%
IC
40
Inscription Capital
Texas
$96K – – –
CA
41
Cetera Advisors
Colorado
$87K +$84.6K +1,652 New
Northwestern Mutual Wealth Management
42
Northwestern Mutual Wealth Management
Wisconsin
$54K +$34.4K +671 +193%
CCM
43
Cribstone Capital Management
Maine
$33K – – –
Rockefeller Capital Management
44
Rockefeller Capital Management
New York
$32K +$31.2K +610 New
CWA
45
Clarus Wealth Advisors
Arizona
$11K – – –
FANJ
46
Financial Architects (New Jersey)
New Jersey
$8K – – –
MRCM
47
M&R Capital Management
New Jersey
$6K – – –
BCMIO
48
Beacon Capital Management Inc (Ohio)
Ohio
$4K +$4.2K +82 New
TRCT
49
Tower Research Capital (TRC)
New York
$3K +$3.07K +60 New
BlackRock
50
BlackRock
New York
$2K – – –
1
2
3

IWX Hedge Fund Activity: Q1 2019 in Review

53 of the 4,620 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2019, worth a combined $290M — up 60% from $181M a quarter earlier.

Buyers outnumbered sellers: 11 funds opened new IWX positions and 6 closed out — a net gain of 5 holders — while 17 added to existing stakes and 10 trimmed.

The largest buyer was Simplicity Solutions, adding an estimated $34.5M. The largest seller was UBS Group, cutting an estimated $4.77M.

  • 53 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2019, up from 48 in Q4 2018.
  • Funds reported $290M of iShares Russell Top 200 Value ETF stock for Q1 2019, up 60% quarter-over-quarter.
  • 11 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2019 and 6 closed out, a net change of +5 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q1 2019 was Simplicity Solutions, an estimated $34.5M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q1 2019 was UBS Group, an estimated $4.77M sold.

Based on aggregated 13F filings for Q1 2019.