iShares Russell Top 200 Value ETF
77 hedge funds and large institutions have $1.17B invested in iShares Russell Top 200 Value ETF in 2020 Q4 according to their latest regulatory filings, with 10 funds opening new positions, 32 increasing their positions, 17 reducing their positions, and 2 closing their positions.
400% more first-time investments, than exits
New positions opened: 10 | Existing positions closed: 2
88% more repeat investments, than reductions
Existing positions increased: 32 | Existing positions reduced: 17
46% more capital invested
Capital invested by funds: $800M → $1.17B (+$367M)
10% more funds holding
Funds holding: 70 → 77 (+7)
8.5% more ownership
Funds ownership: 118.66% → 127.16% (+8.5%)
0% more funds holding in top 10
Funds holding in top 10: 6 → 6 (0)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Envestnet Asset Management
Chicago,
Illinois
|
+$128M |
| 2 |
FCBT
First Citizens Bank & Trust
Raleigh,
North Carolina
|
+$121M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$10.4M |
| 4 |
AWM
AE Wealth Management
Topeka,
Kansas
|
+$4.11M |
| 5 |
Osaic Holdings
Scottsdale,
Arizona
|
+$2.88M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
UBS Group
Zurich,
Switzerland
|
-$28.7M |
| 2 |
HGWM
Horst & Graben Wealth Management
Portland,
Oregon
|
-$3.95M |
| 3 |
Ameriprise
Minneapolis,
Minnesota
|
-$1.41M |
| 4 |
Citadel Advisors
Miami,
Florida
|
-$1.28M |
| 5 |
Goldman Sachs
New York
|
-$711K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
IAIM
76
International Assets Investment Management
Orlando,
Florida
| $1K | +$1.31K | +24 | New |
|
|
APA
77
American Portfolios Advisors
Holbrook,
New York
| $463 | – | – | – |
|
78
Bessemer Group
Woodbridge,
New Jersey
| – | -$56K | -1,104 | Closed |
|
|
JSC
79
Jackson Square Capital
San Francisco,
California
| – | -$8K | -155 | Closed |
|
IWX Hedge Fund Activity: Q4 2020 in Review
77 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2020, worth a combined $1.17B — up 46% from $800M a quarter earlier.
Buyers outnumbered sellers: 10 funds opened new IWX positions and 2 closed out — a net gain of 8 holders — while 32 added to existing stakes and 17 trimmed.
The largest buyer was Envestnet Asset Management, adding an estimated $128M. The largest seller was UBS Group, cutting an estimated $28.7M.
- 77 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2020, up from 70 in Q3 2020.
- Funds reported $1.17B of iShares Russell Top 200 Value ETF stock for Q4 2020, up 46% quarter-over-quarter.
- 10 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2020 and 2 closed out, a net change of +8 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q4 2020 was Envestnet Asset Management, an estimated $128M added.
- The largest iShares Russell Top 200 Value ETF seller in Q4 2020 was UBS Group, an estimated $28.7M sold.
Based on aggregated 13F filings for Q4 2020.