iShares Russell Top 200 Value ETF
24 hedge funds and large institutions have $136M invested in iShares Russell Top 200 Value ETF in 2014 Q1 according to their latest regulatory filings, with 6 funds opening new positions, 8 increasing their positions, 6 reducing their positions, and 1 closing their positions.
500% more first-time investments, than exits
New positions opened: 6 | Existing positions closed: 1
68% more capital invested
Capital invested by funds: $80.9M → $136M (+$54.8M)
37.76% more ownership
Funds ownership: 62.83% → 100.59% (+38%)
33% more repeat investments, than reductions
Existing positions increased: 8 | Existing positions reduced: 6
26% more funds holding
Funds holding: 19 → 24 (+5)
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
RMPT
Raytheon Master Pension Trust
Waltham,
Massachusetts
|
+$49M |
| 2 |
U
UBS
Zurich,
Switzerland
|
+$4.53M |
| 3 |
Royal Bank of Canada
Toronto,
Ontario, Canada
|
+$2.71M |
| 4 |
Jane Street
New York
|
+$466K |
| 5 |
HighTower Advisors
Chicago,
Illinois
|
+$388K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Bank of America
Charlotte,
North Carolina
|
-$4.26M |
| 2 |
DS
DRW Securities
Chicago,
Illinois
|
-$1.21M |
| 3 |
TH
Timber Hill
Greenwich,
Connecticut
|
-$245K |
| 4 |
Ameriprise
Minneapolis,
Minnesota
|
-$220K |
| 5 |
LPL Financial
San Diego,
California
|
-$40.2K |
IWX Hedge Fund Activity: Q1 2014 in Review
24 of the 3,475 institutional investors tracked by Wall St. Rank reported a position in iShares Russell Top 200 Value ETF (IWX) for Q1 2014, worth a combined $136M — up 68% from $80.9M a quarter earlier.
Buyers outnumbered sellers: 6 funds opened new IWX positions and 1 closed out — a net gain of 5 holders — while 8 added to existing stakes and 6 trimmed.
The largest buyer was Raytheon Master Pension Trust, opening a new position worth an estimated $49M. The largest seller was Bank of America, cutting an estimated $4.26M.
- 24 institutional investors held iShares Russell Top 200 Value ETF (IWX) as of Q1 2014, up from 19 in Q4 2013.
- Funds reported $136M of iShares Russell Top 200 Value ETF stock for Q1 2014, up 68% quarter-over-quarter.
- 6 funds opened new iShares Russell Top 200 Value ETF positions in Q1 2014 and 1 closed out, a net change of +5 holders.
- The largest iShares Russell Top 200 Value ETF buyer in Q1 2014 was Raytheon Master Pension Trust, an estimated $49M added.
- The largest iShares Russell Top 200 Value ETF seller in Q1 2014 was Bank of America, an estimated $4.26M sold.
Based on aggregated 13F filings for Q1 2014.