iShares Russell Top 200 Value ETF
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.
0% more funds holding
Funds holding: 18 → 18 (0)
0% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 4
0% more repeat investments, than reductions
Existing positions increased: 5 | Existing positions reduced: 5
0.85% less ownership
Funds ownership: 65.41% → 64.55% (-0.85%)
34% less capital invested
Capital invested by funds: $105M → $69.8M (-$35.6M)
100% less funds holding in top 10
Funds holding in top 10: 1 → 0 (-1)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
U
UBS
Zurich,
Switzerland
|
+$2.56M |
| 2 |
Morgan Stanley
New York
|
+$2.28M |
| 3 |
Truist Financial
Charlotte,
North Carolina
|
+$711K |
| 4 |
DS
DRW Securities
Chicago,
Illinois
|
+$260K |
| 5 |
NPC
National Planning Corporation
El Segundo,
California
|
+$66K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
HI
Horizon Investments
Charlotte,
North Carolina
|
-$39.2M |
| 2 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
-$1.23M |
| 3 |
Susquehanna International Group
Bala Cynwyd,
Pennsylvania
|
-$1.12M |
| 4 |
Bank of America
Charlotte,
North Carolina
|
-$586K |
| 5 |
MFS
MSI Financial Services
Springfield,
Massachusetts
|
-$486K |
IWX Hedge Fund Activity: Q3 2013 in Review
18 of the 3,096 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q3 2013, worth a combined $69.8M — down 34% from $105M a quarter earlier.
Fund positioning in IWX was balanced in Q3 2013: 4 funds opened new positions, 4 closed out, 5 added to existing stakes and 5 trimmed.
The largest buyer was UBS, adding an estimated $2.56M. The largest seller was Horizon Investments, exiting entirely with an estimated $39.2M sold.
- 18 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q3 2013, unchanged from Q2 2013.
- Funds reported $69.8M of iShares Russell Top 200 Value ETF stock for Q3 2013, down 34% quarter-over-quarter.
- 4 funds opened new iShares Russell Top 200 Value ETF positions in Q3 2013 and 4 closed out, a net change of 0 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q3 2013 was UBS, an estimated $2.56M added.
- The largest iShares Russell Top 200 Value ETF seller in Q3 2013 was Horizon Investments, an estimated $39.2M sold.
Based on aggregated 13F filings for Q3 2013.