IWX icon

iShares Russell Top 200 Value ETF
IWX

Overview Fund Activity

18 hedge funds and large institutions have $69.8M invested in iShares Russell Top 200 Value ETF in 2013 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 5 reducing their positions, and 4 closing their positions.

Holders
18
Holders Change
–
Holders Change %
0%
% of All Funds
0.58%
Holding in Top 10
–
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-100%
% of All Funds
–
New
4
Increased
5
Reduced
5
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
U
1
UBS
Switzerland
$30.9M
2
Morgan Stanley
2
Morgan Stanley
New York
$13.1M
3
Truist Financial
3
Truist Financial
North Carolina
$701K
4
DS
4
DRW Securities
Illinois
$268K
5
NPC
5
National Planning Corporation
California
$1.25M

Top Sellers

1
HI
1
Horizon Investments
North Carolina
$0
2
Royal Bank of Canada
2
Royal Bank of Canada
Ontario, Canada
$1.13M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$0
4
Bank of America
4
Bank of America
North Carolina
$13.2M
5
MFS
5
MSI Financial Services
Massachusetts
$0
Name Market Value Shares Shares
Change 		Shares
Change %
U
1
UBS
Switzerland
$30.9M 844,416 +68,945 +9%
Bank of America
2
Bank of America
North Carolina
$13.2M 361,103 -15,767 -4%
Morgan Stanley
3
Morgan Stanley
New York
$13.1M 356,469 +61,281 +21%
Ameriprise
4
Ameriprise
Minnesota
$5.73M 156,332 -2,865 -2%
NPC
5
National Planning Corporation
California
$1.25M 34,121 +1,777 +5%
Royal Bank of Canada
6
Royal Bank of Canada
Ontario, Canada
$1.13M 30,956 -33,215 -52%
TH
7
Timber Hill
Connecticut
$1.13M 30,811 – –
WT
8
Wilmington Trust
Delaware
$1.04M 28,350 -4,206 -13%
LPL Financial
9
LPL Financial
California
$829K 22,227 -3,271 -13%
Truist Financial
10
Truist Financial
North Carolina
$701K 19,150 +19,150 New
DS
11
DRW Securities
Illinois
$268K 6,996 +6,996 New
FNBOO
12
First National Bank of Omaha
Nebraska
$251K 6,850 – –
Citigroup
13
Citigroup
New York
$132K 3,618 +528 +17%
AFC
14
AFT Forsyth & Company
Florida
$59K 1,610 – –
LTFS
15
Ladenburg Thalmann Financial Services
Florida
$22K 600 +600 New
WA
16
WFG Advisors
Texas
$12K 333 – –
Wells Fargo
17
Wells Fargo
California
$11K 312 +13 +4%
Envestnet Asset Management
18
Envestnet Asset Management
Illinois
$4K 117 +117 New
HI
19
Horizon Investments
North Carolina
– – -1,094,266 Closed
Susquehanna International Group
20
Susquehanna International Group
Pennsylvania
– – -31,209 Closed
MFS
21
MSI Financial Services
Massachusetts
– – -13,562 Closed
TRCT
22
Tower Research Capital (TRC)
New York
– – -27 Closed