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iShares Russell Top 200 Value ETF
IWX

18 hedge funds and large institutions have $105M invested in iShares Russell Top 200 Value ETF in 2013 Q2 according to their latest regulatory filings, with 18 funds opening new positions, increasing their positions, reducing their positions, and closing their positions.

New
Increased
Maintained
Reduced
Closed

65.41% more ownership

Funds ownership: 0% → 65.41% (+65%)

Holders
18
Holders Change
+18
Holders Change %
–
% of All Funds
0.59%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.03%
New
18
Increased
–
Reduced
–
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

No buyers this quarter

Top Sellers

No sellers this quarter
Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1
Horizon Investments
North Carolina
$39.2M +$39M +1,094,266 New
U
2
UBS
Switzerland
$27.8M +$27.6M +775,471 New
Bank of America
3
Bank of America
North Carolina
$13.5M +$13.4M +376,870 New
Morgan Stanley
4
Morgan Stanley
New York
$10.6M +$10.5M +295,188 New
Ameriprise
5
Ameriprise
Minnesota
$5.7M +$5.67M +159,197 New
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$2.3M +$2.28M +64,171 New
WT
7
Wilmington Trust
Delaware
$1.17M +$1.16M +32,556 New
NPC
8
National Planning Corporation
California
$1.16M +$1.15M +32,344 New
Susquehanna International Group
9
Susquehanna International Group
Pennsylvania
$1.12M +$1.11M +31,209 New
TH
10
Timber Hill
Connecticut
$1.1M +$1.1M +30,811 New
LPL Financial
11
LPL Financial
California
$913K +$908K +25,498 New
MFS
12
MSI Financial Services
Massachusetts
$486K +$483K +13,562 New
Citigroup
13
Citigroup
New York
$111K +$110K +3,090 New
AFC
14
AFT Forsyth & Company
Florida
$58K +$57.3K +1,610 New
WA
15
WFG Advisors
Texas
$12K +$11.9K +333 New
Wells Fargo
16
Wells Fargo
California
$11K +$10.6K +299 New
TRCT
17
Tower Research Capital (TRC)
New York
$1K +$961 +27 New
FNBOO
18
First National Bank of Omaha
Nebraska
$245 +$244K +6,850 New

IWX Hedge Fund Activity: Q2 2013 in Review

18 of the 3,064 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q2 2013, worth a combined $105M.

Buyers outnumbered sellers: 18 funds opened new IWX positions and 0 closed out — a net gain of 18 holders — while 0 added to existing stakes and 0 trimmed.

  • 18 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q2 2013, up from 0 in Q1 2013.
  • Funds reported $105M of iShares Russell Top 200 Value ETF stock for Q2 2013.
  • 18 funds opened new iShares Russell Top 200 Value ETF positions in Q2 2013 and 0 closed out, a net change of +18 holders.

Based on aggregated 13F filings for Q2 2013.