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iShares Russell Top 200 Value ETF
IWX

19 hedge funds and large institutions have $80.9M invested in iShares Russell Top 200 Value ETF in 2013 Q4 according to their latest regulatory filings, with 2 funds opening new positions, 7 increasing their positions, 8 reducing their positions, and 0 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more capital invested

Capital invested by funds: $69.8M → $80.9M (+$11.1M)

6% more funds holding

Funds holding: 18 → 19 (+1)

1.73% less ownership

Funds ownership: 64.55% → 62.83% (-1.7%)

13% less repeat investments, than reductions

Existing positions increased: 7 | Existing positions reduced: 8

Holders
19
Holders Change
+1
Holders Change %
+5.56%
% of All Funds
0.55%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
2
Increased
7
Reduced
8
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$5.1M
2
U
UBS
Switzerland
+$3.17M
3
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$1.26M
4
DS
DRW Securities
Illinois
+$895K
5
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
+$282K

Top Sellers

1
Bank of America
Bank of America
North Carolina
-$5.42M
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$1.08M
3
LPL Financial
LPL Financial
California
-$249K
4
Ameriprise
Ameriprise
Minnesota
-$205K
5
TH
Timber Hill
Connecticut
-$19.3K
Name Holding Trade Value Shares
Change 		Change in
Stake
U
1
UBS
Switzerland
$37.3M +$3.17M +81,985 +10%
Morgan Stanley
2
Morgan Stanley
New York
$19.7M +$5.1M +132,022 +37%
Bank of America
3
Bank of America
North Carolina
$8.88M -$5.42M -140,321 -39%
Ameriprise
4
Ameriprise
Minnesota
$6.08M -$205K -5,295 -3%
NPC
5
National Planning Corporation
California
$1.38M +$5.91K +153 +0.4%
Susquehanna International Group
6
Susquehanna International Group
Pennsylvania
$1.31M +$1.26M +32,581 New
TH
7
Timber Hill
Connecticut
$1.22M -$19.3K -500 -2%
DS
8
DRW Securities
Illinois
$1.21M +$895K +23,146 +331%
WT
9
Wilmington Trust
Delaware
$1.14M – – –
Truist Financial
10
Truist Financial
North Carolina
$1.01M +$235K +6,082 +32%
LPL Financial
11
LPL Financial
California
$635K -$249K -6,455 -29%
Citigroup
12
Citigroup
New York
$347K +$193K +5,000 +138%
Commonwealth Equity Services
13
Commonwealth Equity Services
Massachusetts
$294K +$282K +7,296 New
FNBOO
14
First National Bank of Omaha
Nebraska
$266K -$9.66K -250 -4%
Royal Bank of Canada
15
Royal Bank of Canada
Ontario, Canada
$121K -$1.08M -27,956 -90%
LTFS
16
Ladenburg Thalmann Financial Services
Florida
$35K +$10.6K +274 +46%
Wells Fargo
17
Wells Fargo
California
$13K -$39 -1 -0.3%
WA
18
WFG Advisors
Texas
$13K – – –
Envestnet Asset Management
19
Envestnet Asset Management
Illinois
$3K -$1.51K -39 -33%

IWX Hedge Fund Activity: Q4 2013 in Review

19 of the 3,445 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q4 2013, worth a combined $80.9M — up 16% from $69.8M a quarter earlier.

Buyers outnumbered sellers: 2 funds opened new IWX positions and 0 closed out — a net gain of 2 holders — while 7 added to existing stakes and 8 trimmed.

The largest buyer was Morgan Stanley, adding an estimated $5.1M. The largest seller was Bank of America, cutting an estimated $5.42M.

  • 19 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q4 2013, up from 18 in Q3 2013.
  • Funds reported $80.9M of iShares Russell Top 200 Value ETF stock for Q4 2013, up 16% quarter-over-quarter.
  • 2 funds opened new iShares Russell Top 200 Value ETF positions in Q4 2013 and 0 closed out, a net change of +2 holders.
  • The largest iShares Russell Top 200 Value ETF buyer in Q4 2013 was Morgan Stanley, an estimated $5.1M added.
  • The largest iShares Russell Top 200 Value ETF seller in Q4 2013 was Bank of America, an estimated $5.42M sold.

Based on aggregated 13F filings for Q4 2013.