iShares Russell Top 200 Value ETF
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.
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)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
SS
Simplicity Solutions
Minneapolis,
Minnesota
|
+$34.5M |
| 2 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$34.1M |
| 3 |
TF
TIAA FSB
Jacksonville,
Florida
|
+$19.2M |
| 4 |
LPL Financial
San Diego,
California
|
+$7.42M |
| 5 |
PFG
Pacific Financial Group
Bellevue,
Washington
|
+$2.24M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$4.77M |
| 2 |
Morgan Stanley
New York
|
-$3.2M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
-$2.96M |
| 4 |
Wells Fargo
San Francisco,
California
|
-$1.72M |
| 5 |
Citadel Advisors
Miami,
Florida
|
-$955K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
APA
51
American Portfolios Advisors
Holbrook,
New York
| $420 | – | – | – |
|
|
ACA
52
Anchor Capital Advisors
Boston,
Massachusetts
| $211 | +$206K | +4,022 | New |
|
|
53
Citadel Advisors
Miami,
Florida
| – | -$955K | -19,974 | Closed |
|
54
SG Americas Securities
New York
| – | -$868K | -18,152 | Closed |
|
55
Jane Street
New York
| – | -$716K | -14,978 | Closed |
|
|
MFC
56
Miramar Fiduciary Corp
Reno,
Nevada
| – | -$388K | -8,111 | Closed |
|
|
PFS
57
Prospera Financial Services
Dallas,
Texas
| – | -$279K | -5,760 | Closed |
|
|
IA
58
IFP Advisors
Tampa,
Florida
| – | -$9K | -200 | Closed |
|
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.